Last updated: October 12, 2026
Template notice: This Privacy Policy is a starting template. Please have it reviewed and adjusted by a qualified legal professional before the site goes live.
Who we are
Elite Bookkeeping of WI ("we", "us", "our") provides bookkeeping, administrative and senior financial support services to small businesses and families across Southeast Wisconsin and remotely. This policy explains how we collect, use and protect information you share with us through this website.
Information we collect
- Information you give us — such as your name, business name, email address, phone number and any details you include when you request a consultation or contact us.
- Newsletter sign-ups — your email address if you subscribe to our monthly tips.
- Basic technical information — like browser type and pages visited, which may be collected automatically by our hosting provider and the services that load fonts on this site.
How we use your information
- To respond to your inquiry and schedule your free consultation
- To provide and manage the services you request
- To send our newsletter, if you have subscribed (you can unsubscribe at any time)
- To keep our website secure and working properly
How we protect client financial information
Financial records and account information shared with us as part of our services are handled confidentially, accessed only as needed to deliver the work you have asked for, and protected with reasonable administrative and technical safeguards.
Sharing your information
We do not sell or rent your personal information. We only share it with trusted service providers who help us run our business (for example, email or website hosting), when you ask us to, or when required by law.
Your choices
You may ask us to access, correct or delete the personal information we hold about you, and you can unsubscribe from our emails at any time using the link in each message or by contacting us.
Changes to this policy
We may update this policy from time to time. The "Last updated" date at the top of this page shows when it was last changed.
Contact us
Questions about this policy? Call (262) 714-2739 or email hello@elitebookkeepingwi.com.