Last updated: August 2026
This Privacy Policy explains how John Regan, CPA, PLLC, operating as CPA-CFO Growth Partners (“we,” “us”), handles information in connection with our website and our internal software integrations, including our integration with Intuit QuickBooks Online.
Information we access
Through our internal QuickBooks Online integration we access financial report data (such as Profit & Loss and Balance Sheet information) belonging to our own firm’s QuickBooks company solely to prepare internal management reports. This integration is used only by our firm on our own accounting data; it is not offered to, and does not collect data from, third parties or clients.
How we use information
Information obtained through the integration is used only to generate internal financial statements and management reporting for CPA-CFO Growth Partners. We do not sell, rent, or share this information with third parties for marketing purposes.
Website information
When you contact us or submit a form on cpacfo.com, we collect the information you provide (such as name, email, and message) to respond to your inquiry. We do not sell this information.
Data sharing
We use reputable service providers to operate our business and software (for example, cloud hosting and automation platforms). These providers process information only as needed to provide their services to us and are bound by confidentiality obligations.
Data retention
We retain financial reporting outputs in accordance with our professional record-retention policies. Access credentials for the QuickBooks integration can be revoked at any time through Intuit.
Security
Information is transmitted over encrypted (HTTPS/TLS) connections, and access credentials are stored securely and restricted to authorized firm personnel.
Your choices
To ask a question about this policy or request information about data we hold, contact us at the address below.
Contact
CPA-CFO Growth Partners — JRegan@cpacfo.com