Privacy Policy

Privacy Policy for Elite Ledger Advisors

Effective Date: May 21, 2025

This Privacy Policy describes how Elite Ledger Advisors collects, uses, and discloses information, including personal information, when you use our bookkeeping services and interact with us, including through our website, email, and SMS communications. We are committed to protecting your privacy and handling your information in a transparent and secure manner.

1. Information We Collect

We may collect various types of information, including personal information, from and about you, including:

  • Contact Information: Name, address, email address, phone number, and other similar contact data.
  • Financial Information: Depending on the services you engage us for, this may include bank account details, credit card information, tax identification numbers, income, expenses, and other financial records. We will only collect financial information necessary to perform our bookkeeping services.
  • Business Information: Details about your business, such as its name, legal structure, industry, and operational data.
  • Communication Information: Records of your communications with us, including emails, phone calls, and SMS messages.
  • Usage Data: Information about how you interact with our website (if applicable), such as IP address, browser type, operating system, referring URLs, pages viewed, and access times.
  • SMS Communication Data: When you opt-in to receive SMS messages from us, we collect your phone number and may collect data related to your interactions with our messages, such as delivery status and responses.

2. How We Collect Information

We collect information in several ways, including:

  • Directly from You: When you provide it to us through our engagement process, forms, emails, phone calls, or during the course of providing our services.
  • From Third Parties: We may receive information from third parties with whom you have authorized us to interact (e.g., banks, payment processors, accounting software providers) in order to provide our services.
  • We will never share your personal information, including your mobile information, with third parties for their marketing purposes under any circumstances.
  • We do not transfer or share your personal information with any external organizations under any circumstances, even with your consent.
  • We have strict internal policies and technical controls in place to prevent unauthorized sharing or disclosure of user data.
  • Customer data is not shared with 3rd parties for promotional or marketing purposes.
    Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.
  • Automatically: When you visit our website (if applicable), certain information may be collected automatically through technologies such as cookies and web beacons.

3. How We Use Your Information

We use the information we collect for various purposes, including:

  • Providing and Managing Services: To deliver our bookkeeping services, manage your accounts, process transactions, and fulfill our contractual obligations to you.
  • Communication: To communicate with you regarding your services, updates, important notices, and promotional offers (where you have opted in to receive them).
  • Customer Support: To respond to your inquiries, provide technical assistance, and resolve issues.
  • Compliance with Legal and Regulatory Obligations: To comply with applicable laws, regulations, and governmental requests, including tax and financial reporting requirements.
  • Internal Operations: For internal record keeping, data analysis, auditing, and to improve our services and business operations.
  • Security: To protect the security and integrity of our systems, data, and services, and to prevent fraud and unauthorized access.
  • Marketing (with Consent): To send you marketing and promotional communications about our services that may be of interest to you, where we have your explicit consent.

4. SMS Communications and Your Choices

Elite Ledger Advisors utilizes SMS (Short Message Service) to provide important updates, service-related information, and, with your explicit consent, promotional messages.

  • Consent: Receive important updates and service notifications from Elite Ledger Advisors via text message.  Including financial statement alerts and exclusive offers!
  • Text-to-Join: texts   “JOIN” to 310-975-7049, your auto-response to that keyword must contain the disclosures immediately.
    • Welcome to Elite Ledger Advisors SMS updates! Msg freq varies. Msg & data rates may apply. Reply HELP for info, STOP to cancel.
  • Message Frequency Disclosure: Message frequency varies, You may receive up to 4 messages per month, You may receive up to 2 transactional messages per week and occasional promotional messages.
  • Message and data rates may apply.
  • HELP instructions: “Text HELP for info
  • STOP instructions: “Reply STOP to unsubscribe”
  • Privacy Policy:  https://www.eliteledgeradvisors.com/privacy-policy/
  • Terms and Conditions: https://www.eliteledgeradvisors.com/privacy-policy/

5. How We Share Your Information

We do not sell your personal information. We may share your information with third parties in the following circumstances:

  • Service Providers: We may share your information with trusted third-party service providers who perform functions on our behalf, such as cloud hosting, payment processing, accounting software, and communication platforms (including SMS platforms). These providers are contractually obligated to protect your information and use it only for the purposes for which it was disclosed.
  • Legal Requirements: We may disclose your information if required to do so by law, in response to a subpoena, court order, or other legal process, or if we believe in good faith that such action is necessary to comply with a legal obligation, protect our rights, property, or safety, or the rights, property, or safety of others.
  • Business Transfers: In the event of a merger, acquisition, reorganization, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.
  • With Your Consent: We may share your information with other third parties when we have your explicit consent to do so.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect the information we collect and maintain. However, no security system is impenetrable, and we cannot guarantee the absolute security of your information. We regularly review and update our security practices to adapt to evolving threats.

7. Your Choices and Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, including:

  • Access: The right to request access to the personal information we hold about you.
  • Correction: The right to request correction of inaccurate or incomplete personal information.
  • Deletion: The right to request deletion of your personal information, subject to certain exceptions.
  • Opt-Out of Marketing: The right to opt-out of receiving marketing communications from us. (As mentioned above, you can opt-out of SMS marketing by replying “STOP”).
  • Withdraw Consent: The right to withdraw your consent where we are relying on consent to process your personal information.

To exercise any of these rights, please contact us using the information provided in the “Contact Us” section below. We will respond to your request in accordance with applicable law.

8. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements.

9. Children’s Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child without parental consent, we will take steps to delete that information.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post the revised policy on our website (if applicable) and update the “Effective Date” at the top of the policy. We encourage you to review this Privacy Policy periodically. Your continued use of our services after any changes indicates your acceptance of the updated Privacy Policy.

11. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at:

Elite Ledger Advisors, Gardena, CA,  Phone: 310-975-7049 Email: Hugo@eliteledgeradvisors.com  www.eliteledgeradvisors.com