Privacy Policy

Last updated: October 20, 2026

About this policy

Handle My Books LLC ("we," "us") runs tokisimmons.com, the website of CFO Toki Simmons. This policy explains what personal information the website collects, how we use it, and the choices you have.

It covers this website only. Information you share as a client is handled under your engagement agreement with us.

Handle My Books LLC is based in Yorktown Heights, New York.

Information we collect

We collect only what you choose to give us, plus basic technical data that websites collect automatically.

Information you give us

  • When you book a consultation: your name, email address, phone number, and any answers you give in the booking form.

  • When you download a free resource, such as the "Take the Pause" worksheet: your name and email address.

  • When you email us: your email address and whatever you include in your message.

Information collected automatically

When you visit the site, our website platform records technical details. These include your IP address, browser and device type, the pages you view, the site that referred you, and your approximate location based on your IP address.

Please do not send sensitive financial information through this website. That includes bank or card numbers, tax ID or Social Security numbers, and account passwords. If we work together, we will give you a secure way to share those.

How we use your information

We use your information to run our business and serve you, and for nothing else. Specifically, we use it to:

  • Respond to your questions and messages

  • Schedule, confirm, and prepare for consultations

  • Send you the resources you request and the emails you signed up for

  • Understand how people use the site so we can improve it

  • Keep the site secure and prevent misuse

  • Meet our legal and record-keeping obligations

We do not sell or rent your personal information.

Services we use

We rely on a few trusted companies to run the website. Each handles your information under its own privacy policy.

  • Squarespace hosts the website. It handles technical data from your visit, cookies, and site statistics. Squarespace Privacy Policy

  • Acuity Scheduling (a Squarespace company) handles consultation booking, including your name, email, phone, and booking answers. Squarespace Privacy Policy

  • Flodesk handles our free resources and email list, including your name and email address. Flodesk Privacy Policy

Our site also links to LinkedIn. If you click that link, you leave our site, and LinkedIn's own privacy policy applies.

Cookies and analytics

Our site uses a small number of cookies set by Squarespace. Cookies are small files your browser stores when you visit a website.

  • Necessary cookies keep the site working and secure.

  • Analytics cookies give us anonymous statistics, such as how many people visit and which pages they view.

We do not use advertising cookies, retargeting, or social media tracking pixels.

You can block or delete cookies in your browser settings. If you block necessary cookies, some parts of the site may not work properly.

When we share information

We share personal information only in these limited situations:

  • With the services listed above, and only so they can run the site, bookings, and emails for us.

  • When the law requires it, such as to respond to a court order or valid legal request.

  • To protect rights and safety, including ours, our clients', and yours.

  • If our business changes hands, such as in a merger or sale. Any new owner would remain bound by this policy.

We never sell your information, and we never share it with advertisers.

How long we keep information, and how we protect it

We keep personal information only as long as we need it.

  • Booking details and emails: as long as needed to respond to you and to keep normal business records.

  • Email list: until you unsubscribe.

  • Site statistics: according to Squarespace's standard settings.

The site uses encryption (HTTPS) to protect information as it travels between your browser and our site. We also limit who can access the information we hold. No website can promise perfect security, but we take reasonable steps to protect your information.

Your choices and rights

You are in control of your information.

  • Stop our emails: click "unsubscribe" at the bottom of any email we send.

  • See your information: ask what personal information we hold about you.

  • Correct it: ask us to fix anything inaccurate.

  • Delete it: ask us to delete your information. We may keep what the law requires us to keep.

To make a request, email cfo@handlemybooks.net. We may ask you to confirm your identity before we act. We aim to respond within 30 days.

Some states give residents additional privacy rights. We honor the requests above no matter where you live, and you will not be treated differently for making one.

Children's privacy

This site is for business owners and is not meant for children. We do not knowingly collect information from anyone under 13. If you believe a child has given us information, email us and we will delete it.

Accessibility

We want everyone to be able to read and understand this policy. If you have a disability and need it in another format, such as large print or plain text, email cfo@handlemybooks.net. We will send it to you in a format that works for you.

Changes to this policy

We may update this policy as our website or the law changes. When we do, we will post the new version here and update the date at the top. If we make a significant change, we will make that clear on the site.

Contact us

Questions or requests about your privacy are welcome.

Handle My Books LLC
Yorktown Heights, NY 10598
Email: cfo@handlemybooks.net