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Privacy POlicy

Updated as of May 5, 2026

At The Main CPA, we believe that clarity is the foundation of every successful partnership. This Privacy Policy describes how we collect, use, and protect your information when you visit our website, apply for our advisory tracks, or engage with our strategic financial leadership.

1. Our Commitment to Your Privacy

We operate as a boutique firm built on trust and a rare personal touch. We do not treat our clients as transactions; therefore, we do not treat your data as a commodity. Our goal is to use your information solely to empower your growth and support the life you are building.


2. Information We Collect

To provide elevated CFO advisory and exit-planning strategy, we collect the following categories of information:

  • Identity and Contact Data: Name, business name, email address, and phone number provided through our Discovery Questionnaires or "Apply for Consultation" forms.


  • Business Profile Data: Information regarding your annual revenue, financial pain points, and business goals submitted during the qualification process.


  • Technical Data: IP address, browser type, and usage patterns collected via GA4 (Google Analytics) and Google Search Console to improve our site's clarity and usability.

  • Concierge Portal Data: For active clients, we maintain secure access credentials for the Odoo Customer Portal, where your financial roadmaps and KPI targets are stored.


3. How We Use Your Information

We use your data to deliver on our Brand Promise: ensuring you know what your numbers mean and what to do next. Specific uses include:

  • Strategic Diagnosis: Evaluating your business health to design a 90-day CFO Clarity Sprint.


  • Proactive Advisory: Providing consistent leadership guidance through our Concierge CFO Advisory track.


  • Value Acceleration: Using your historical data to identify risk reduction opportunities and exit readiness.


  • Communication: Sending "Know Your Next Move" updates or educational content regarding financial leadership.


4. Legal Basis for Processing

We process your information based on:

  • Consent: When you opt-in to our insights or contact us.


  • Contractual Necessity: To perform the advisory services you have hired us to design and guide.


  • Legitimate Interest: To maintain the security of our infrastructure and improve our service delivery.


5. Data Sharing and Third-Party Disclosure

We do not sell your personal information. We only share data with:

  • Service Providers: Specifically our CMS/CRM platform and analytical tools like Google.

  • Strategic Partners: If we coordinate with your external implementation partners (as defined in our "How We Work Best Together" guardrails), we only share the data necessary for them to execute the tasks we design.


6. Data Security and Boutique Trust

Your information is protected by Accountability with Care.

  • Secure Access: Financial roadmaps and sensitive deliverables are hosted within a secure Customer Portal rather than sent via unencrypted email.

  • Expert Oversight: We stay ahead of Cutting-Edge tools and best practices to ensure your data remains resilient against emerging threats.


7. Your Rights (CCPA/CPRA & GDPR Compliance)

Regardless of your location, we honor your right to financial and digital clarity:

  • Right to Know: You may request a report on what data we hold about your business.

  • Right to Delete: You may request that we remove your personal data from our systems (subject to legal record-keeping requirements for CPAs).

  • Right to Opt-Out: You may unsubscribe from our strategic updates at any time via the link in the footer of our emails.

8. Cookies and Tracking

Our website uses cookies to recognize you and remember your preferences within the Customer Portal. You can manage your cookie settings through your browser; however, disabling them may limit your access to certain strategic tools on our site.

9. Contacting

If you have questions regarding this policy or how we protect your foundation, please contact us:

The Main CPA

wendy@themaincpa.com

Legal Disclaimer: This document was drafted for The Main CPA. It is intended for informational purposes and should be reviewed by legal counsel to ensure it meets the specific jurisdictional requirements of your business location.