Wasatch CFO Privacy Policy

Last updated October 9, 2026

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Wasatch CFO ("we") respects your privacy. This policy explains what we collect and how we use it.

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1. Information we collect: your name, phone number, email address, and the content of messages you send us.

2. How we use it: to schedule appointments, send reminders, and communicate with clients about accounting and bookkeeping work.

3. Text messaging: mobile numbers and SMS opt-in data are never shared with, sold to, or rented to third parties or affiliates for marketing purposes. We share information only with service providers that help us deliver messages (such as our texting platform), and only as needed to provide the service.

4. Security: we use reasonable safeguards to protect your information.

5. Contact: questions about this policy can go to accounting@wasatchcfo.com.