Who can see my financial information when I work with you?
Your financial information is seen by the people actively working on your engagement. At Hunter Green CPA, that typically means Mason Hunter, CPA, who leads the firm and handles client work directly. If your engagement involves additional support, anyone working on your account has the access they need to do their work and only that access.
Client data lives in reputable cloud accounting systems like QuickBooks Online. These platforms have their own security measures, access controls, and data protection practices. You retain ownership of your data, and the firm accesses it through the permissions you grant when the engagement begins.
Information sharing happens only as the engagement requires or as you direct. If you need your books sent to a lender for a loan application, that happens at your request. If your tax return requires coordination with another professional, that gets done with your knowledge. Your financial information is not shared with anyone outside the engagement unless you authorize it or the law requires it.
CPAs carry professional confidentiality obligations that go beyond ordinary business relationships. These obligations are built into the licensing requirements and professional standards that govern the profession. This is true whether you are working with a large firm or a small practice like this one.
For medical practice accounting, where financial records may include details about your operations, staffing costs, or revenue patterns, confidentiality matters. The same goes for multi-entity and MSA accounting arrangements where sensitive ownership and management structures are documented in the books.
If you have specific questions about how your data is stored, who would have access, or how particular security concerns are handled, bring them up during a consultation. It is better to address those directly than to rely on general statements about privacy.
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