Privacy Policy

Effective Date: January 1, 2025

Beyond the Books, LLC (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your personal information when you interact with our website, book services, or communicate with us.

By using our website or services, you agree to the terms outlined below.

1. Information We Collect

When you fill out a form, schedule a call, subscribe to the blog, or become a client, we may collect:

• Full name

• Email address

• Phone number

• Business name

• Tax or financial information (as needed for service)

Any other information you voluntarily provide

Automatically Collected Information

We use tools like Google Analytics to collect non-identifiable information about site visitors:

• Browser, device, and operating system

• Pages viewed and time spent on the site

• Referral sources (e.g., search engines, social media)

This data helps us improve your website experience and content performance.

2. How We Use Your Information

We use your information to:

• Respond to inquiries

• Schedule clarity calls and provide services

• Deliver tax, bookkeeping, and advisory support

• Send necessary transactional emails

• Improve website usability and performance

• Maintain secure communication and compliance

We will never sell, rent, or share your personal information with third parties for marketing purposes.

3. How We Store and Protect Your Information

All data is securely stored and accessed only by authorized personnel.

We use:

• SSL encryption

• Secure platforms like GHL, HubDoc, Xero

• Client portals for document exchange

• Two-factor authentication and password protections

We retain information only as long as needed for business or legal purposes.

4. Cookies and Tracking Technologies

We may use cookies or similar tools to:

• Analyze how visitors use our site

• Enhance site performance and personalization

You can manage or disable cookies via your browser settings.

5. Third-Party Tools and Integrations

We use trusted third-party tools that may collect limited, anonymized data:

• Google Analytics

• GHL forms and calendar scheduler

• Facebook Pixel (for retargeting/ads)

• Email marketing software (if opted-in)

Each platform maintains its own privacy protections and does not receive any sensitive client information from us.

6. Email Communication

If you opt in to receive emails, you may receive:

• Blog updates

• Service reminders

• Occasional news or offers from Beyond the Books

You can unsubscribe at any time via the link in the email or by contacting us.

7. Your Rights

You have the right to:

• Access your personal data

• Request corrections or deletion

• Withdraw consent for data usage

To exercise your rights, contact us at [email protected]

8. Children’s Privacy

Our site and services are not intended for individuals under 18. We do not knowingly collect data from minors.

9. Policy Updates

We may revise this Privacy Policy periodically. All updates will be posted on this page, with the most recent date listed above.

10. Contact Us

Have questions or concerns? Reach out directly:

Beyond the Books, LLC

• Email: [email protected]

• Website: www.beyondthebooks.co

This site does not provide legal or financial advice.

Beyond the Books is led by an IRS Enrolled Agent. As an IRS Enrolled Agent, Cat is fully authorized to represent you in audits, ensuring your rights are protected and providing expert guidance every step of the way. If you've received an audit notice, don’t navigate it alone. Contact Beyond the Books for a personalized consultation and quote tailored to your situation. Learn more about what an EA is HERE.

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