Privacy Policy

Committed to protecting your personal information

Effective Date: July 27, 2026

Wise Business Consult LLC ("Wise Business Consult," "we," "our," or "us") is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains what information we collect, how we use it, how we protect it, and your rights when you visit our website, contact us, book an appointment, utilize our client portal, purchase our services or digital products, or otherwise interact with us. By using this website, you agree to the practices described in this Privacy Policy.

1. Information Collection

Depending on how you interact with our website and services, we may collect the following information.

Personal Information You Provide You may voluntarily provide information including:

Full name, email address, and phone number
Business name and business information
Billing information
Appointment and booking requests
Messages submitted through online contact forms
Client portal account credentials
Information shared during consultations
Documents and files you provide or upload for bookkeeping or consulting services

Providing this information is voluntary; however, certain information may be necessary to provide our services.

Payment Information If you purchase services, book paid sessions, or buy digital products, online payments are processed securely through trusted third-party payment processors. Wise Business Consult LLC does not store complete credit card numbers or sensitive payment credentials on our servers.

Automatically Collected Information When you visit our website, certain information may be collected automatically, including:

IP address, browser type, device type, and operating system
Time zone and general geographic region
Pages visited and time spent on pages
Referring website and website usage information

Cookies Our website uses cookies and similar technologies to improve website functionality, remember user preferences, analyze website traffic, and measure performance. Most browsers allow you to disable cookies, though some website features may not function properly if they are disabled.

2. Information Use and Sharing

How We Use Your Information We may use your information to:

Respond to inquiries received via contact forms
Manage online booking and schedule consultations
Maintain and manage your access to the client portal
Provide bookkeeping and business consulting services
Deliver digital products and process online payments
Communicate regarding services and send invoices
Improve our website and analyze performance
Prevent fraud, maintain business records, and comply with legal obligations

If you subscribe to marketing emails, we may occasionally send updates or promotional information. You may unsubscribe at any time.

Sharing Your Information We do not sell your personal information. We may share information only when necessary with trusted third parties that assist in operating our business, including:

Wix (website hosting)
Online payment processors and scheduling software
Client portal platform and cloud storage providers
Email service and accounting software providers
Professional advisors or government authorities when legally required

Google Analytics and Third-Party Links We may use Google Analytics to understand how visitors use our website. You can learn more about Google's Privacy Policy at: https://policies.google.com/privacy, and you may opt out by using Google's browser add-on. Additionally, our website may contain links to third-party websites. We are not responsible for the privacy practices of websites we do not own and encourage you to review their policies.

3. Data Security and Retention

Client Confidentiality As a bookkeeping and business consulting firm, we recognize that financial information is highly sensitive. Any financial documents or confidential information shared with us—whether via email or our secure client portal—are treated with the highest level of confidentiality and are used solely for providing the requested services, unless disclosure is required by law.

Data Security We use reasonable administrative, technical, and organizational safeguards to protect your personal information. While no method of electronic transmission or storage is completely secure, we strive to use commercially reasonable measures to protect your data.

Data Retention We retain personal information only for as long as necessary to provide our services, maintain business records, comply with legal obligations, resolve disputes, and enforce agreements. When information is no longer needed, it is securely deleted or destroyed.

4. Privacy Rights and Additional Policies

Your Privacy Rights Depending on your location and applicable laws, you may have the right to request access to your personal information, correct inaccurate information, request deletion, restrict or object to certain processing activities, or request a copy of your data. To exercise these rights, please contact us.

California Residents If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) and other applicable state privacy laws. To exercise any applicable rights, please contact us.

International Visitors Our business operates from the United States. If you access our website from outside the U.S., your information may be transferred to and processed in the United States, where privacy laws may differ from those in your country.

Children's Privacy Our website and services are intended for individuals who are at least 18 years old. We do not knowingly collect personal information from children under 18, and will promptly delete any such information if we become aware of it.

Digital Products Wise Business Consult LLC may offer downloadable resources (templates, checklists, eBooks, SOPs, etc.). Any information collected in connection with these purchases is handled according to this Privacy Policy.

Changes to This Privacy Policy We may update this Privacy Policy to reflect changes in our business practices, technology, or legal requirements. The updated version will be posted on this page with a revised Effective Date.

Wise Business Consult LLC

Phone: (520) 308-7531
Email: contact@wb-consult.com
Website: www.wb-consult.com

Thank you for trusting Wise Business Consult LLC with your information. Protecting your privacy and maintaining the confidentiality of your business information are important parts of the professional services we provide.