Privacy Policy

Effective Date: July 8, 2026

At Capital Book Works, we value your privacy and are committed to protecting the financial and personal information you share with us. This Privacy Policy details how we collect, use, protect, and share information collected through our website (capitalbookworks.com) and during our business operations.

Information We Collect

We collect information you provide directly to us through our website contact forms, email messages, phone conversations, or physical mail. The information collected may include:

• Contact Form Information: Full name, email address, phone number, and physical mailing address.
• Business Inquiry Details: Business name, industry category, current accounting setup, transaction volumes, software details, and specific bookkeeping support requirements.
• Financial Records: If you enter into a service agreement with us, we will collect ledger documents, banking records, credit card statements, tax forms, and payroll data necessary to perform our services.

How Information Is Used

Capital Book Works uses the information we collect for the following business purposes:

• Communication: Responding to contact form submissions, answering inquiries, and scheduling consultations.
• Service Delivery: Performing contracted bookkeeping, payroll support, accounts payable/receivable coordination, and financial organization services.
• Service Improvement: Reviewing website performance, analyzing user traffic patterns, and refining our customer support experiences.
• Compliance: Fulfilling our professional duties, meeting legal requirements, and coordinating record delivery with your CPA.

Data Protection

We implement a variety of security measures to maintain the safety of your personal and business records. All physical and digital documents are secured with standard encryption tools. Our systems are protected by firewalls, and access to financial data is restricted to authorized personnel who have a direct business need to review the files.

Information Sharing

Capital Book Works does not sell, trade, or lease your personal or business details to outside parties. We do not share your information with third-party marketers. We may share details only in the following limited circumstances:

• Authorized Services: Sharing records with your CPA, banking institution, or payroll processor as authorized by you.
• Legal Requirements: Disclosing information when required by law, subpoena, or government regulation to protect our rights or comply with judicial proceedings.

Cookies and Website Analytics

Our website may use standard cookies to improve page loading speeds, remember user choices, and compile anonymous website analytics. We use these cookies to review traffic volumes and see which pages are visited most frequently. You can choose to disable cookies in your web browser settings, though doing so may limit some interactive features of our website.

Third-Party Services

Our website may link to third-party services (such as client portals, bank logons, or payroll processors). These external sites have separate and independent privacy policies. Capital Book Works has no responsibility or liability for the content and activities of these linked sites, and we encourage you to review their disclosures directly.

Data Retention

We retain your personal and business information only as long as necessary to fulfill the services outlined in our service agreements, comply with federal and state record retention laws, and resolve billing issues. When no longer required, files are destroyed or returned to you securely.

User Rights

You have the right to request access to the personal information we hold about you, request corrections to any inaccurate records, or ask us to delete your contact inquiry data. To make a request, please contact us using the details below.

Contact Information

If you have any questions or concerns regarding this Privacy Policy, please contact Capital Book Works at:

Capital Book Works
7810 Senrab Dr,
Bradenton, FL 34209
Email: info@capitalbookworks.com