Last updated: October 19, 2026
Who we are
The Accounting MOVE Project (“MOVE,” “we,” “us”) is operated by bbr companies, llc. Our website is https://accountingmoveproject.com. Questions about this policy or your personal information can be sent to Bonnie@accountingmoveproject.com.
Information we collect through this website
We collect personal and business information only when you choose to provide it through one of our forms.
- MOVE registration: information about your firm or organization and its participation in MOVE, including firm size and category, contact information for the people managing your participation, your chosen participation level, and any other related registration information.
- Contact and call requests: the information you enter in our contact form, such as your name, email address, firm, and message.
- Newsletter and report requests: your name, email address, and firm or organization.
We also collect limited technical information automatically, described under “Cookies and analytics” below.
How we use your information
- To register your firm for the Accounting MOVE Project and contact you about participation, including sending the survey link by email
- To prepare and invoice Snapshot and Scorecard engagements
- To respond to questions and call requests
- To send our newsletter and MOVE updates to people who submit our forms, as stated on each form. You can unsubscribe at any time.
- To understand how visitors use our site so we can improve it
We do not sell your personal information.
User accounts
When a firm registers, the secondary contact listed on the form is set up as a user account on the site. Account holders can log in to view and update their profile information. When you log in, WordPress sets cookies to keep you signed in and remember your display preferences. Login cookies last two days, or two weeks if you select “Remember Me,” and are removed when you log out.
Cookies and analytics
We use Google Analytics 4 to understand how visitors find and use our site, such as the pages viewed, time on site, approximate location, and device type. Google Analytics uses cookies to do this. You can learn how Google uses this data at https://policies.google.com/technologies/partner-sites and opt out with the Google Analytics Opt-out Browser Add-on at https://tools.google.com/dlpage/gaoptout.
Our site uses Cloudflare to help operate and secure the website, including protecting it from malicious traffic and bots. Cloudflare may process limited technical information necessary to provide these services.
Who we share your information with
We use a small number of service providers to run MOVE. They receive only the information they need to do their work:
- Mailchimp, to send our newsletter and email updates
- SurveyMonkey, to administer the MOVE survey. Registered participants receive the survey link from us by email, and survey responses are collected through SurveyMonkey and made available to the MOVE research team for analysis. (See SurveyMonkey privacy policy at https://www.surveymonkey.com/mp/legal/privacy/ )
- Google, for website analytics
- Our accounting software provider, to issue and track invoices
- Our website hosting provider and Cloudflare, to operate and secure the site
We may also disclose information if the law requires it.
Survey data and firm confidentiality
Firm-specific survey results are reviewed and analyzed only by the MOVE team and researchers working directly with the project. We do not sell individual firm responses or share them with third parties other than the service providers used to collect, store, or analyze the data.
Our published reports use only aggregate data and do not identify individual firms. Custom Snapshots and Scorecards are confidential and are shared only with the participating firm.
Firms are named publicly only when they qualify for our annual Best CPA Firms for Women or Best CPA Firms for Equity Leadership lists. By registering for MOVE, participating firms agree that they may be named on these lists and in related announcements if they qualify. Recognized firms receive a badge they may display on their own websites and materials.
How long we keep your information
Form submissions are stored in our website’s database so we can manage registrations and inquiries. We retain form submissions as long as reasonably necessary to manage MOVE MOVE participation, respond to inquiries, maintain appropriate business records, and fulfill the purposes described in this policy. Newsletter subscriber information is retained until you unsubscribe or we otherwise remove it. Account information is kept while the account remains active or as otherwise needed for legitimate business, legal, or security purposes.
Your choices and rights
- You can unsubscribe from our emails at any time using the link at the bottom of any message.
- You can ask us to access, correct, or delete the personal information we hold about you by emailing Bonnie@accountingmoveproject.com. We may need to keep some information for legal, accounting, or security purposes.
- Depending on where you live, you may have additional rights under local privacy laws. Contact us, and we will respond as the applicable law requires.
Embedded content and links
Our site links to and may display content from other websites, such as podcast episodes hosted on CPA Trendlines and our social media profiles. Those sites have their own privacy practices, and we are not responsible for them.
Data Security
We use reasonable administrative and technical measures to protect the information we collect. However, no website, online service, or method of electronic storage can be guaranteed to be completely secure.
Children’s privacy
This site is intended for accounting and professional services firms and is not directed to children under 16. We do not knowingly collect information from children.
Changes to this policy
We may update this policy from time to time. The date at the top shows when it was last revised.