Boss the Books

Kendal, UK

Last updated: March 2026

1. Who We Are

Boss the Books is a sole trader financial consultancy business based in Kendal, UK. We provide financial consultancy services to small business owners across the United Kingdom.

If you have any questions about this privacy policy or how we handle your data, please contact us at: hello@bossthebooks.co.uk

2. What Data We Collect

We collect and process the following personal data:

Contact form submissions

When you fill in our contact form, we collect your name, email address, and any information you choose to share in your message.

Email marketing

If you sign up to receive emails from us, we collect your name and email address. You can unsubscribe at any time using the link in any of our emails.

Payment information

When you purchase a service, payments are processed securely through Stripe. We do not store your payment card details. Stripe’s privacy policy can be found at stripe.com/gb/privacy.

Cookies and analytics

Our website uses cookies to understand how visitors use our site. This may include information about your browser, device, and pages visited. We use this data only to improve our website.

3. How We Use Your Data

We use your personal data to:

- Respond to your enquiries and provide our services

- Send you emails you have opted in to receive

- Process payments for our services

- Improve our website through analytics

We will never sell your data to third parties or use it for any purpose other than those listed above.

4. Legal Basis for Processing

We process your data on the following legal grounds:

- Contract – to deliver the services you have purchased

- Legitimate interests – to respond to enquiries and improve our services

- Consent – for email marketing (you can withdraw consent at any time)

5. How Long We Keep Your Data

We keep your data only for as long as necessary:

- Contact form enquiries: up to 2 years

- Client records: up to 6 years (as required by HMRC)

- Email marketing data: until you unsubscribe

- Analytics data: as set by our analytics provider

6. Your Rights

Under UK GDPR, you have the right to:

- Access the personal data we hold about you

- Correct any inaccurate data

- Delete your data (the “right to be forgotten”)

- Object to how we use your data

- Withdraw consent for email marketing at any time

To exercise any of these rights, please contact us at: hello@bossthebooks.co.uk

7. Third-Party Services

We use the following third-party services which may process your data:

- Squarespace – website hosting and contact forms

- Stripe – payment processing

Each of these services has their own privacy policy and complies with UK data protection law.

8. Cookies

Our website uses cookies. A cookie is a small file stored on your device that helps us understand how you use our site. You can control cookies through your browser settings. Disabling cookies may affect how some parts of the website function.

9. Complaints

If you are unhappy with how we handle your data, you have the right to complain to the Information Commissioner’s Office (ICO) at ico.org.uk or by calling 0303 123 1113.

10. Changes to This Policy

We may update this policy from time to time. The latest version will always be available on our website. This policy was last updated in March 2026.

Boss the Books | Kendal, UK