Privacy Policy
Effective Date: November 9, 2025
Outgrow Accounting & Finance (“we,” “us,” or “our”) respects your privacy and is committed to protecting the confidentiality and security of the personal and financial information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information when you engage with our firm for accounting, bookkeeping, advisory, or financial management services. By using our website, services, or communicating with us, you agree to the terms of this Privacy Policy.
We collect only the information necessary to provide our services and comply with legal and professional obligations. This may include personal details such as your name, address, email, phone number, date of birth, and Social Security number (if applicable for tax filings). We may also collect business information including company name, EIN, business address, ownership details, financial records, bank statements, tax returns, payroll data, and accounting files. Additionally, we may gather technical information such as browser type, IP address, and website usage data if you access our website or client portal. Any other information you choose to share when communicating with us is handled with the same level of care and confidentiality.
We use your information only for legitimate business purposes, such as providing accounting, bookkeeping, payroll, and financial advisory services; preparing and filing taxes and regulatory documents; maintaining accurate business records; communicating with you about your account, services, or billing; and complying with professional, legal, and regulatory obligations. We will never sell or rent your information to third parties.
Information is shared only when necessary and always in accordance with applicable laws. This may include sharing data with trusted service providers who help us operate securely—such as cloud accounting platforms, payroll processors, or document storage providers—under strict confidentiality agreements. We may also disclose information to regulators or authorities when required to comply with laws, court orders, or professional standards. In some cases, and only with your consent, we may share information with your legal counsel, lenders, or other advisors to support your business needs.
We take data security seriously and use reasonable technical, administrative, and physical safeguards to protect your information from unauthorized access, loss, misuse, or disclosure. All electronic data is encrypted in transit and at rest, and access is restricted to authorized personnel only. We regularly review and update our security practices, though it is important to note that no electronic system can ever be 100% secure.
Outgrow Accounting & Finance retains client information only as long as necessary to fulfill our services, comply with legal and professional obligations, or resolve disputes. When data is no longer required, it is securely deleted or destroyed. Depending on your jurisdiction, you may have rights to access, correct, or request deletion of your personal information, or to withdraw consent for certain uses of your data, subject to legal retention requirements. To exercise these rights, please contact us at kashailarocheleau@gmail.com.
If our website uses cookies or similar technologies, they are used solely to improve your browsing experience, analyze traffic, and remember your preferences. You may choose to disable cookies through your browser settings, though doing so may affect website functionality. Our website may also contain links to third-party sites, and while we aim to include only reputable resources, we are not responsible for the privacy practices or content of those websites.
This Privacy Policy may be updated periodically. Any revisions will be posted on our website with an updated effective date, and we encourage you to review it occasionally to stay informed.
For questions, concerns, or requests related to this Privacy Policy or how your information is handled, please contact:
Outgrow Accounting & Finance
Kash Rocheleau, Owner
Email: kashailarocheleau@gmail.com
Phone: 503-828-4068
Mailing Address: 758 W Sunny Point Drive, Washington, UT 84780