Frequently Asked Questions

Questions, Answered.

Everything you need to know about working with Elite Bookkeeping of WI. Don't see your question? We're happy to talk it through.

Getting Started

Who do you work with?

Small businesses that need flexible bookkeeping and admin support — and seniors and their families who want help keeping everyday finances organized, safe and in control.

It starts with a free consultation — a relaxed conversation about your business or your family's needs. From there we put together a clear plan, handle the setup and organize your records, then keep everything running month after month.

We work in person with businesses and families across Southeast Wisconsin, and we support clients remotely from anywhere.

Yes. We offer secure, reliable virtual support for clients anywhere, plus free in-person support within the South Wisconsin area. For clients outside our service area, in-person support is available for an additional fee.

Services & Pricing

Our Elite service packages are designed to meet your business's bookkeeping and support needs, with monthly pricing starting at $495 for Elite Essential Support, $895 for Elite Steady Growth, $1,395 for Elite Business Builder, and $1,995 for Elite Premier Partner. Every engagement begins with a free consultation, so your support matches what you actually need.

No. Our support is built to be flexible — help with specific tasks, temporary or seasonal work, special projects, backlog cleanup or ongoing support without long-term commitments.

Absolutely. Many clients come to us for help with specific tasks or a temporary project rather than a full package. Additional services such as accounts payable, payroll administration or special projects are $95/hour, and cleanup or QuickBooks setup is quoted individually. Ask about it during your free consultation.

Yes. Backlog cleanup is part of our Special Projects support. Tell us how far behind things are during your free consultation and we'll map out a plan to get you current.

Yes. Every package includes QuickBooks bookkeeping, and Elite Essential Support includes initial QuickBooks setup assistance if you need it. A full QuickBooks setup or migration is available as a custom quote. Please note that the QuickBooks Online subscription itself is not included.

Senior Financial Support

The Basic Package ($200/month) includes a monthly home meeting of about an hour, a review of checking and savings accounts and recent transactions for unusual or suspicious activity, a simple written report for you and/or your family, education on current scams and safe banking, and recommendations for better organization and security. A standalone Monthly Account Report is available for $100/month.

Yes. You can opt out of the monthly home visit if preferred. The Standalone Monthly Account Report ($100/month) provides a detailed review of checking and savings accounts and recent transactions, along with a written report of findings and recommendations.

Yes. Written reports can go to you and/or your family, so loved ones can see that everything looks right and that no one is being taken advantage of.

Free Consultation

Get Expert Support Without the Cost of a Part-Time Employee.

Save time, increase productivity and get back to what you do best — growing your business.