Effective Date: December 29, 2025

Last Updated: December 29, 2025

Introduction

Books By Axis ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://www.booksbyaxis.com (the "Site") and use our bookkeeping and fractional CFO services.

By using our Site or services, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree with our policies and practices, please do not use our Site or services.

Information We Collect

Personal Information You Provide

We collect personal information that you voluntarily provide to us when you:

• Request a consultation or contact us through our website
• Sign up for our bookkeeping or fractional CFO services
• Subscribe to our newsletter or download lead magnets and resources
• Fill out contact forms or schedule appointments
• Communicate with us via email or phone

This personal information may include:

• Full name
• Email address
• Phone number
• Business name and type
• Business address
• Financial information necessary to provide our services
• Tax identification numbers
• Any other information you choose to provide

Information Automatically Collected

When you visit our Site, we may automatically collect certain information about your device and browsing activities, including:

• IP address
• Browser type and version
• Operating system
• Pages visited and time spent on pages
• Date and time of visits
• Referring website addresses
• Device information (type, screen resolution)
• Geographic location (city/state level)

Information from Third-Party Sources

We may receive information about you from third-party platforms when you:

• Connect your accounting software (such as QuickBooks Online) to our services
• Schedule appointments through our calendar system
• Make payments through our payment processors

How We Use Your Information

We use the information we collect for the following purposes:

Service Delivery:

• Provide bookkeeping and fractional CFO services
• Process and manage your financial records
• Prepare financial reports and statements
• Communicate about your account and services

Business Operations:

• Schedule and manage consultations
• Process payments and maintain billing records
• Send service-related announcements and updates
• Respond to your inquiries and provide customer support

Marketing and Communications:

• Send newsletters and educational content (with your consent)
• Provide information about our services
• Share relevant business tips and resources
• Invite you to webinars or events

Website Improvement:

• Analyze website usage and improve user experience
• Monitor and analyze trends and usage patterns
• Troubleshoot technical issues

Legal Compliance:

• Comply with applicable laws and regulations
• Enforce our terms and conditions
• Protect our legal rights and prevent fraud
• Respond to legal requests and prevent harm

Legal Basis for Processing (For Applicable Users)

Our legal basis for collecting and using your personal information depends on the information concerned and the context in which we collect it. We process your information based on:

• Contract Performance: To provide our services under our service agreement
• Legitimate Interests: To operate and improve our business
• Consent: When you have given explicit consent for specific purposes
• Legal Obligations: To comply with applicable laws and regulations

Information Sharing and Disclosure

We respect your privacy and do not sell, trade, or rent your personal information to third parties. We may share your information in the following limited circumstances:

Service Providers

We may share your information with trusted third-party service providers who assist us in operating our business, including:

• Accounting software platforms (e.g., QuickBooks Online)
• Payment processors
• Email marketing and communication platforms
• Website hosting and maintenance providers
• Calendar and scheduling tools
• Customer relationship management (CRM) systems

These service providers are contractually obligated to use your information only to perform services on our behalf and to protect your information.

Professional Advisors

We may share information with professional advisors such as attorneys, accountants, and consultants when necessary for business operations or legal compliance.

Legal Requirements

We may disclose your information if required to do so by law or in response to:

• Legal processes (subpoenas, court orders, legal proceedings)
• Requests from government or regulatory authorities
• Situations involving potential threats to safety or security
• Protection of our legal rights and property

Business Transfers

If Books By Axis is involved in a merger, acquisition, sale of assets, or bankruptcy, your information may be transferred as part of that transaction. We will notify you via email and/or prominent notice on our Site of any such change in ownership or control.

With Your Consent

We may share your information for any other purpose with your explicit consent.

Data Security

We implement appropriate technical and organizational security measures designed to protect your personal information from unauthorized access, disclosure, alteration, and destruction. These measures include:

• Secure server infrastructure
• Encryption of sensitive data in transit and at rest
• Access controls and authentication procedures
• Regular security assessments and updates
• Employee training on data protection practices

However, please be aware that no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Factors we consider in determining retention periods include:

• The nature and sensitivity of the information
• Legal and regulatory requirements (such as tax and accounting regulations)
• Our legitimate business needs
• Your preferences and requests

For bookkeeping and financial services, we typically retain records for a minimum of seven years to comply with IRS requirements and best practices in the accounting industry.

Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information:

Right to Access

You have the right to request access to the personal information we hold about you.

Right to Correction

You have the right to request that we correct any inaccurate or incomplete personal information.

Right to Deletion

You have the right to request deletion of your personal information, subject to certain legal exceptions (such as record-keeping requirements).

Right to Restrict Processing

You have the right to request that we limit how we use your personal information.

Right to Data Portability

You have the right to request a copy of your personal information in a structured, machine-readable format.

Right to Object

You have the right to object to our processing of your personal information for certain purposes, such as marketing.

Right to Withdraw Consent

If we process your information based on consent, you have the right to withdraw that consent at any time.

Right to Opt-Out of Marketing

You may opt out of receiving marketing communications from us at any time by:

• Clicking the "unsubscribe" link in our emails
• Contacting us at hello@booksbyaxis.com
• Updating your communication preferences

To exercise any of these rights, please contact us at hello@booksbyaxis.com. We will respond to your request within 30 days.

Florida-Specific Privacy Rights

As a Florida-based business, we comply with Florida's privacy and data protection laws. Florida residents have specific rights under state law regarding their personal information.

Cookies and Tracking Technologies

What Are Cookies?

Cookies are small text files placed on your device when you visit a website. They help websites remember your preferences and improve your experience.

How We Use Cookies

Our Site may use cookies and similar tracking technologies for the following purposes:

• Essential Cookies: Necessary for the Site to function properly
• Analytics Cookies: Help us understand how visitors use our Site
• Functional Cookies: Remember your preferences and settings
• Marketing Cookies: Track your visits across websites to deliver relevant advertisements

Your Cookie Choices

Most web browsers allow you to control cookies through their settings. You can:

• Delete existing cookies
• Block future cookies
• Receive notifications when cookies are set

Please note that disabling certain cookies may affect the functionality of our Site.

Do Not Track Signals

Some browsers include a "Do Not Track" (DNT) feature. Our Site does not currently respond to DNT signals.

Third-Party Links and Services

Our Site may contain links to third-party websites, services, or resources that are not operated by us. This Privacy Policy does not apply to these external sites. We are not responsible for the privacy practices or content of third-party websites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you are a parent or guardian and believe your child has provided us with personal information, please contact us immediately at hello@booksbyaxis.com, and we will take steps to delete such information.

Email Communications

Service-Related Emails

If you are a client, we will send you service-related emails regarding your account, services, and important updates. You cannot opt out of these essential communications while using our services.

Marketing Emails

With your consent, we may send you marketing emails about our services, tips, and resources. You can opt out of marketing communications at any time by:

• Clicking the "unsubscribe" link in any marketing email
• Contacting us at hello@booksbyaxis.com

Please note that opting out of marketing emails will not affect service-related communications.

California Privacy Rights (If Applicable)

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) and other California privacy laws. For more information about your California privacy rights, please contact us at hello@booksbyaxis.com.

International Users

Our services are based in Florida, United States, and are intended for users located in the United States, primarily in the Fort Lauderdale, Sunrise, Plantation, Coral Springs, Tamarac, Pembroke Pines, and Miramar areas. If you access our Site from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States, where our servers are located and our database is operated.

By using our services, you consent to the transfer of your information to the United States and acknowledge that U.S. privacy laws may differ from those in your country.

Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. When we make changes, we will:

• Update the "Last Updated" date at the top of this Privacy Policy
• Post the revised Privacy Policy on our Site
• Notify you via email if the changes are significant

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information. Your continued use of our Site or services after any changes indicates your acceptance of the updated Privacy Policy.

Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:

Books By Axis

Email: hello@booksbyaxis.com

Website: https://www.booksbyaxis.com

Service Areas: Fort Lauderdale, Sunrise, Plantation, Coral Springs, Tamarac, Pembroke Pines, and Miramar, Florida

We will respond to your inquiry within a reasonable timeframe, typically within 30 days.

Consent

By using our Site and services, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy.