Legal
Privacy Policy
Last updated: July 30, 2026
ASO Financial, LLC ("ASO Financial," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have — including with respect to phone numbers and SMS/MMS text messaging.
Information We Collect
When you use our website, submit a form (such as our Get Started assessment or Discovery Intake), subscribe to our newsletter, or otherwise contact us, we may collect:
- Your name, business name, and job title
- Email address
- Phone number, if you choose to provide one
- Information you submit about your business (industry, revenue range, services of interest, and similar details)
How We Use Your Information
We use the information you provide to:
- Respond to inquiries and schedule discovery calls
- Provide accounting, tax, and advisory services you engage us for
- Send you requested updates, newsletters, or account-related communications
- Improve our website and services
SMS/MMS Text Messaging. If you provide your phone number and opt in, ASO Financial may send you conversational, one-to-one text messages related to tax updates, bookkeeping questions, scheduling, and general client communication. Message frequency varies. Message and data rates may apply. You can opt out at any time by replying
STOP, or get help by replying
HELP. See our
SMS Terms & Conditions for full details.
No Sale or Sharing of Phone Numbers
We do not sell, rent, or share your mobile phone number or SMS opt-in status with third parties for their marketing purposes. Your phone number is used solely to communicate with you about your engagement with ASO Financial.
How We Share Information
We do not sell your personal information. We may share information with service providers who help us operate our business (such as scheduling, email, and customer-relationship tools), and only to the extent necessary for them to perform services on our behalf.
Your Choices
- You may opt out of text messages at any time by replying STOP to any message.
- You may unsubscribe from email communications using the link in any email.
- You may contact us at any time to ask what information we hold about you or to request its deletion.
Data Security
We take reasonable administrative and technical measures to protect the information you share with us.
Contact Us
Questions about this Privacy Policy or your information? Contact us at hello@asofinancial.com.