Bookkeeping and financial strategy for small businesses in Beaver Dam and throughout Wisconsin.

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Privacy Policy

Last Updated on April 9, 2026

Rock Steady Bookkeeping is committed to protecting your privacy. This Privacy Policy explains what information we collect when you visit our website or use our services, how we use that information, and the steps we take to keep it safe. This policy applies to all visitors of our website and to clients who use our bookkeeping and financial services.

1. Information We Collect

When you reach out to us through our contact form or schedule a consultation, you may provide personal information such as your name, email address, and phone number. We only collect this information because you share it with us directly.

Our website also collects certain technical information automatically. This may include your IP address, browser type, device information, and how you navigate our pages. This data is collected through cookies and similar technologies.

2. Cookies and Analytics

Cookies are small files stored on your browser that help websites function properly and remember your preferences.

Google Analytics: We use Google Analytics to collect anonymous data about how visitors interact with our website. This helps us understand which pages are most useful and where we can make improvements. The data collected is aggregated and does not identify you personally.

Cloudflare: Our website uses Cloudflare for security and performance. Cloudflare may place a cookie on your browser and collect technical data such as your IP address and browser information. This helps protect our site from malicious traffic and provides us with anonymous analytics about site visits.

You can manage or disable cookies through your browser settings. Please note that disabling cookies may affect how some parts of our website function.

3. How We Use Your Information

We use the information we collect for a few straightforward reasons.

  • To respond to your questions and inquiries.
  • To schedule consultations.
  • To provide bookkeeping and financial services if you become a client.
  • To improve our website and the experience it provides.

We do not sell, rent, or trade your personal information to anyone.

4. Sharing Your Information

We do not share your personal information with outside parties except when it is necessary to deliver our services or when required by law. For example, if you are a bookkeeping client and we need to coordinate with your CPA or tax professional, we will only do so with your knowledge and permission.

5. How We Protect Your Information

We take the security of your information seriously. Your data is protected through encryption and secure systems. Client financial information is handled using professional-grade tools and software designed to safeguard sensitive data from unauthorized access.

6. Your Rights

You have the right to request access to the personal information we hold about you. You can also ask us to correct, update, or delete that information at any time. To make a request, please reach out using the contact information below.

7. Updates to This Policy

We may update this Privacy Policy from time to time as our business or practices evolve. When we make changes, we will post the updated version on this page and revise the date at the top of the policy.

8. Contact Us

If you have any questions about this Privacy Policy, please email us at hello@rocksteadybookkeeping.com .

Small business bookkeeping firm based in Beaver Dam, Wisconsin. Bookkeeping, financial strategy, and fractional CFO services built around helping owners understand their numbers and plan ahead. Founded by Laura Prater, a QuickBooks Certified ProAdvisor with over a decade of accounting experience.

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