Books by Gracie | Privacy Statement

Books by Gracie (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, and protect information when you visit our website or contact us.

We are based in Ormond Beach, FL and provide virtual bookkeeping, payroll, and tax support services to small businesses across the United States.

1. Information We Collect

We may collect the following information when you use our website or contact us:
  • Contact information – such as your name, email address, phone number, and business name when you fill out our contact form or schedule a call.
  • Message details – any information you include in the “Message” or similar fields when you contact us.
  • Scheduling information – if you use our scheduling link (such as Calendly), we may receive details like your name, email, and the date and time of your appointment.
  • Technical information – such as IP address, browser type, device information, and pages visited. This may be collected automatically through cookies or similar technologies used by our website host or analytics tools.
  • Data Transfer: We do not transfer your personal information to any external organizations for any purpose, even with your consent. Strict internal controls are in place to prevent unauthorized sharing of your data

2. How We Use Your Information

We use the information we collect to:
  • Respond to your inquiries and messages
  • Schedule and manage consultations or phone calls
  • Provide and manage our bookkeeping, payroll, and tax support services
  • Maintain and improve our website
  • Comply with legal and regulatory obligations
We do not sell your personal information. 

3. Sharing of Information

We may share your information with:
  • Service providers we use to operate our business (for example, website hosting, email services, scheduling tools such as Calendly, or analytics providers), but only to the extent necessary for them to perform services on our behalf.
  • Professional advisors (such as legal or accounting professionals) if needed for legal or regulatory reasons.
  • When required by law, such as to comply with a subpoena, court order, or other legal process.
These third parties are expected to protect your information and use it only for the services they provide to us.

4. Cookies and Similar Technologies

Our website may use cookies or similar technologies to:
  • Help the site function correctly
  • Understand how visitors use the site
  • Improve performance and user experience
You can usually control or disable cookies in your browser settings. Doing so may affect some features or functionality of the website.

5. Data Security

We receive your Personal Information from various sources:

We take reasonable steps to protect your personal information from unauthorized access, use, or disclosure.
However, no method of transmission over the internet or method of electronic storage is 100% secure, so we cannot guarantee absolute security.
We do not transfer your personal information to any external organizations for any purpose, even with your consent. Strict internal controls are in place to prevent unauthorized sharing of your data.

6. Data Retention

We keep your information only as long as necessary to:
  • Respond to your inquiries
  • Provide services to you
  • Meet legal, accounting, or regulatory requirements
When information is no longer needed, we will take reasonable steps to delete or anonymize it.

7. SMS/Text Messaging Terms


7.1 Description of Messages (Message Types)
By providing your mobile phone number and opting in to receive SMS/text messages from Books by Gracie, you agree that we may send you text messages related to:

Appointment and scheduling confirmations, reminders, and updates
Notifications about your existing or upcoming bookkeeping services
Other essential, non‑marketing communications needed to provide or manage your services
We do not use SMS/text messages to send unrelated promotional or marketing content.

7.2 Message Frequency
You will receive service‑ and appointment‑related text messages from us on an as‑needed basis.
You may receive up to 4 messages per month, though actual frequency may vary depending on your interactions with us (for example, when you schedule, confirm, or change appointments, or when we need to share important information about your services).

7.3 Message and Data Rates
Message and data rates may apply to any SMS/text messages sent or received. Your mobile carrier’s rates and fees apply. Books by Gracie is not responsible for any charges from your mobile carrier.

7.4 Opting Out of SMS/Text Messages (STOP)
You can stop receiving SMS/text messages from us at any time. To opt out:
Text STOP to 386.272.6262 (e.g., “Text STOP to 386.272.6262 to opt out”).
After you send STOP, we may send a one‑time confirmation message to confirm that you have been unsubscribed.
You may also contact us using the information in the “Contact Us” section below and request to be removed from SMS communications.

Please note that opting out of SMS/text messages may not prevent us from sending you important, non‑marketing messages related to an ongoing service, engagement, or legal obligations (such as billing or critical account notices), where permitted by law.

7.5 Help and Support (HELP)
For help with SMS/text messages:

Text HELP to 386.272.6262 (e.g., “Text HELP to 386.272.6262 for assistance”),
or contact us using the information in the “Contact Us” section below.

7.6 Eligibility and Mobile Number Accuracy
By opting in to receive SMS/text messages from us, you represent that:

You are the current subscriber or authorized user of the mobile number you provide; and
You are at least 18 years old or have the consent of a parent or legal guardian.
You agree to promptly notify us if your mobile number changes or is reassigned so we can update or remove it from our messaging list.


8. SMS/Text Messaging

By providing your mobile phone number and contacting us (including via text message or messaging-enabled business numbers), you consent to receive SMS/text messages from Books by Gracie related to your inquiries, scheduling and confirming appointments, return calls, customer support, and software/bookkeeping questions and updates.

You will receive SMS messages related to your account, scheduling and confirming appointments, responding to your questions, providing QuickBooks Online and bookkeeping support, and other service-related updates and information. Message frequency varies based on your requests and ongoing communications.

Message and data rates may apply, depending on your mobile carrier plan. You can opt out of receiving SMS messages at any time by replying STOP to a message from us or by contacting us using the information in the “Contact Us” section below. For help, reply HELP to any message from us or contact us using the information in the “Contact Us” section below. For more information, please visit our Privacy Policy at https://www.booksbygracie.com/privacy/statement and Terms of Use at https://www.booksbygracie.com/terms .

Mobile information will not be shared with third parties for marketing or promotional purposes.

9. Third-Party Links and Tools

Our website may contain links to third-party websites or use third-party tools (such as Calendly for scheduling). We are not responsible for the privacy practices of those third parties.
We encourage you to review the privacy policies of any third-party sites or services you use.

 10. Children's Privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13.
If you believe a child under 13 has provided us with personal information, please contact us so we can remove it.

11. . Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will change the "Last updated" date at the top of this page.

Your continued use of the website after any changes means you accept the updated policy.

12. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, or wish to contact us you can reach us using the form here: https://www.booksbygracie.com/contact-us  or email us at the address listed below.

Books by Gracie
Ormond Beach, FL


Phone: 386.272.6262
Email: 
info@booksbygracie.com



You can also use our contact form at:
https://www.booksbygracie.com/contact-us


Last updated: March 12, 2026