SMS Terms and Conditions

Effective Date: August 21, 2026

These SMS Terms & Conditions apply to text messages sent by EssentialCFO to clients, prospective clients, vendors, and other business contacts.

SMS Messaging

EssentialCFO uses SMS for conversational, person-to-person business communications between you and an EssentialCFO employee. Messages may include responses to inquiries, meeting and scheduling coordination, requests for information, document-related communications, and other communications related to our business relationship.

EssentialCFO does not use this SMS service for bulk or automated marketing messages.

Consent

By agreeing to communicate with EssentialCFO by text message, you consent to receive SMS messages from EssentialCFO at the mobile number you provide.

Consent to receive SMS messages is not a condition of purchasing any product or service.

Message Frequency and Charges

Message frequency varies based on your communications with EssentialCFO.

Message and data rates may apply depending on your wireless carrier and service plan. EssentialCFO does not charge a separate fee for sending or receiving SMS messages.

Opting Out

You may stop receiving SMS messages from an EssentialCFO phone number at any time by replying STOP.

After you opt out, you may receive a confirmation message.

You may reply START to resume receiving messages.

Help and Support

Reply HELP to an EssentialCFO SMS message for assistance.

You may also contact EssentialCFO at tom@essentialcfo.com.

Privacy

Your use of EssentialCFO SMS messaging is subject to our SMS Privacy Policy at essentialcfo.com/sms-privacy.

Mobile opt-in information and consent will not be shared with third parties or affiliates for marketing or promotional purposes.