Privacy Policy

Camacho Consulting Co. ("we," "us," "our") is committed to protecting your privacy. This policy explains what information we collect, how we use it, whether and how we share it, and the terms of our text messaging program.

Information We Collect

We collect information you provide directly to us, including:

  • Contact information submitted through our website forms, during onboarding, or in the course of an engagement (e.g., name, email, phone number)

  • Mobile opt-in information when you consent to receive text messages from us

  • Internal-use information collected through certain forms — such as intake details, engagement preferences, or notes — used solely to help us prepare for and deliver your services

  • Financial and engagement information you share with us in the course of our advisory or accounting work

How We Use Your Information

We use the information we collect to:

  • Deliver, manage, and support your engagement with us

  • Send appointment reminders, billing notices, and service-related updates

  • Respond to inquiries and provide client support

  • Improve and prepare for our work with you (internal-use form data)

  • Maintain records of consent and communications for compliance purposes

Financial Data Security

Financial data shared with us is handled through secure, industry-standard platforms with encryption and restricted access controls, and is only accessible to team members directly involved in your engagement. We do not share your financial information with third parties beyond what is required to deliver our services (e.g., your accounting software or billing provider).

Third-Party Service Providers

We use trusted third-party platforms to deliver our services, including QuickBooks Online/Xero for accounting, Anchor for billing, and Granola for meeting notes. These providers are contractually and technically bound to protect your data and are never granted access beyond what's needed to support your engagement. We may use secure AI-assisted tools, including Anthropic's Claude, to help draft documents, analyze data, and support client engagements. Where client information is processed through these tools, we do so under settings that exclude that data from being used to train third-party AI models. These tools are used only to assist our team internally — never to make decisions on your behalf without human review.

Data Sharing

  • Customer data is not shared with 3rd parties for promotional or marketing purposes.

  • Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.

  • We do not sell your personal or financial information to any third party, under any circumstances.

Messaging Program Terms and Conditions

  1. The messaging program may consist of general customer care messaging to answer questions and provide support to customers, and/or marketing messaging that include discount codes, special deals or texts promoting our products/services, depending on which programs(s) you opt in to. We will only send content you have explicitly signed up to receive via our opt-in process. Messages will be sent from (310) 974-3469.

  2. You can cancel the SMS service at any time. Just text 'STOP' to the phone number from which you received messages. After you send the SMS message 'STOP' to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.

  3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at theo@camachoconsultingco.com.

  4. Carriers are not liable for delayed or undelivered messages.

  5. As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency will vary based on communication needs. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

  6. If you have any questions regarding privacy, please read our privacy policy details contained in the rest of this page or contact us at theo@camachoconsultingco.com.

Contact Us

If you have questions about this policy, contact us at theo@camachoconsultingco.com.

Camacho Consulting Co. Last updated: September 2026