July 24, 2014
Many non-profit organizations are apprehensive about getting started with cloud-based technologies due to concerns related to data security and migration costs. However, the main obstacle to implementation is a lack of knowledge about this technology. Read More
NFP E-News Update
July 17, 2014
Workplace giving is a critical part of the nonprofit sector. Almost 4 billion dollars in donations are given to nonprofits every year via workplace giving. However, continually shifting trends in donations indicate nonprofits must figure out ways to ensure employees will keep giving. Read More
CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
Protecting the Confidentiality and Security of Current and Former Clients Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.