Charles Stokoe Consulting
Our Commitment to Transparency & Your Privacy
Charles Stokoe Consulting is committed to protecting your personal information and communicating with you only on your terms. Please review our policies below.
Privacy Policy
1. Who We Are
Charles Stokoe Consulting ("we," "us," or "our") is an independent business consulting practice headquartered in Keller, Texas. We specialize in cash flow enhancement, expense reduction, tax credit identification, and related financial advisory services for businesses nationwide. Our website is www.charlesstokoeconsulting.com.
2. Information We Collect
When you interact with our website, contact forms, or scheduling tools, we may collect the following categories of personal information:
- Contact Information: First and last name, business name, email address, phone number (including mobile number), and mailing address.
- Business Information: Industry type, number of employees, annual revenue range, and details about your business's financial situation as voluntarily provided during a consultation inquiry.
- Communication Data: Records of emails, form submissions, appointment bookings, and SMS messages exchanged between you and our practice.
- Technical Data: IP address, browser type, referring pages, and general geographic location collected automatically via cookies and analytics tools when you visit our website.
3. How We Use Your Information
We use the information we collect for the following purposes:
- To respond to your inquiries and schedule consultations
- To deliver consulting services you have requested or expressed interest in
- To send you appointment reminders, follow-up messages, and service-related communications via email or SMS
- To provide you with information about tax credits, expense reduction programs, or other services that may benefit your business
- To improve our website experience and understand how visitors interact with our content
- To comply with applicable laws, regulations, and legal obligations
4. SMS / Text Message Communications
If you provide your mobile phone number and opt in to receive text messages, we may send you SMS communications including appointment reminders, consultation follow-ups, and informational content related to our services.
⚠ Important: Mobile opt-in data and consent obtained for SMS communications will not be shared with, sold to, or transferred to any third parties for their own marketing purposes. This applies under all circumstances.
You may opt out of SMS communications at any time by replying STOP to any text message you receive from us. For assistance, reply HELP. Standard message and data rates may apply depending on your mobile carrier.
5. How We Share Your Information
We do not sell your personal information. We may share information with trusted third-party service providers who assist in operating our business, including:
- CRM and Marketing Automation Platforms: We use GoHighLevel (operating as our AOAM platform) to manage contacts, appointments, and communications.
- Partner Programs: When you express interest in services facilitated through our partners (GMG Savings, Stryde Savings, or similar programs), relevant contact information may be shared with those partners solely to fulfill the requested service.
- Legal Compliance: We may disclose information as required by law, court order, or governmental authority.
All third-party service providers are contractually required to protect your information and may not use it for any purpose beyond what is necessary to perform their function.
6. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes described in this policy, maintain our business records, or comply with applicable legal obligations. Consultation-related records are generally retained for seven (7) years in accordance with standard professional practice.
7. Your Rights & Choices
Depending on your state of residence, you may have the right to:
- Request access to the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your information, subject to legal retention requirements
- Opt out of SMS or email marketing communications at any time
To exercise any of these rights, please contact us at: [email protected] or call 817-756-9594.
8. Cookies & Tracking Technologies
Our website uses cookies and similar tracking technologies to enhance user experience and analyze site traffic. You may adjust your browser settings to refuse cookies; however, some features of the site may not function properly as a result.
9. Children's Privacy
Our services are directed solely to business owners and professionals. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have collected such information, we will delete it promptly.
10. Updates to This Policy
We reserve the right to update this Privacy Policy at any time. Changes will be reflected by the "Last Updated" date at the top of this page. Continued use of our website or services after any update constitutes your acceptance of the revised policy.
11. Contact Us
If you have questions or concerns about this Privacy Policy, please contact us:
- Charles Stokoe Consulting
- Keller, Texas
- Phone: 817-756-9594
- Email: [email protected]
- Website: www.charlesstokoeconsulting.com
Terms of Service
1. Acceptance of Terms
By accessing or using the website located at www.charlesstokoeconsulting.com, scheduling a consultation, submitting a contact form, or engaging with any service offered by Charles Stokoe Consulting, you agree to be bound by these Terms of Service. If you do not agree, please do not use our website or services.
2. Nature of Services
Charles Stokoe Consulting provides independent business consulting services focused on cash flow improvement strategies, including but not limited to:
- Identification of applicable federal and state tax credits (WOTC, R&D Tax Credits, etc.)
- Expense reduction analysis (merchant credit card fees, Worker's Compensation premiums, commercial property taxes)
- Cost segregation analysis for real estate investors
- Medical underpayment recovery review
- Referral to and facilitation of services through partner programs (GMG Savings, Stryde Savings)
All services are provided as general business consulting and are not intended to constitute legal advice, certified public accounting services, investment advice, or tax preparation. Charles Stokoe, while holding a CPA credential, does not provide CPA services through this consulting practice unless a separate engagement agreement is executed.
3. No Guarantee of Results
While we have a strong track record of helping businesses identify savings opportunities, Charles Stokoe Consulting makes no guarantee of specific financial outcomes, tax credit amounts, or cost savings. Results vary based on each client's unique business circumstances, eligibility criteria, and applicable laws in effect at the time of service.
4. Client Responsibilities
To receive services, clients agree to:
- Provide accurate, complete, and truthful information about their business
- Cooperate in a timely manner with information requests and documentation needs
- Maintain their own independent accounting and legal counsel for matters outside the scope of this consulting practice
- Notify us promptly of any changes in their business circumstances that may affect the services being provided
5. Appointment & Scheduling Policy
Consultations scheduled through our website are subject to availability and may be modified or cancelled by either party with reasonable notice. We request at least 24 hours' notice for cancellations to allow us to serve other clients in need.
6. SMS Communication Terms
By providing your mobile phone number and consenting to SMS communications, you authorize Charles Stokoe Consulting to contact you via text message for appointment reminders, consultation follow-ups, and service-related information. You may withdraw this consent at any time by replying STOP to any message. Continued use of our services does not require consent to SMS communications.
7. Intellectual Property
All content on this website — including text, graphics, logos, and service descriptions — is the property of Charles Stokoe Consulting or its licensed partners and is protected by applicable copyright and intellectual property laws. You may not reproduce, distribute, or create derivative works from our content without prior written permission.
8. Third-Party Links & Partners
Our website contains links to partner programs including GMG Savings, Stryde Savings, and other third-party resources. Charles Stokoe Consulting is not responsible for the content, privacy practices, or terms of those external sites. We encourage you to review the terms and privacy policies of any third-party sites you visit.
9. Limitation of Liability
To the fullest extent permitted by applicable law, Charles Stokoe Consulting shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of our website or services, including but not limited to loss of revenue, loss of data, or business interruption.
10. Governing Law
These Terms of Service are governed by the laws of the State of Texas without regard to conflict of law principles. Any disputes shall be resolved in the appropriate courts of Tarrant County, Texas.
11. Changes to These Terms
We reserve the right to update these Terms of Service at any time. Continued use of our website or services following any update constitutes your acceptance of the revised terms.
12. Contact
Questions regarding these Terms of Service may be directed to:
- Charles Stokoe Consulting | Keller, Texas
- Phone: 817-756-9594
- Email: [email protected]
SMS Communications Policy
1. Program Description
Charles Stokoe Consulting sends SMS (text) messages to individuals who have explicitly opted in to receive communications from us. Our text messaging program is used exclusively for business consulting-related communications, including:
- Appointment Reminders: Reminders for scheduled consultations, calls, and follow-up meetings
- Consultation Follow-Ups: Post-meeting notes, next steps, and requested information
- Service Updates: Updates regarding tax credit programs, expense reduction opportunities, or changes to services you have expressed interest in
- General Business Inquiries: Responses to questions submitted through our website contact forms
2. How to Opt In
You may opt in to receive SMS messages from Charles Stokoe Consulting by:
- Checking the SMS consent checkbox on our website contact or appointment forms
- Verbally providing consent during a phone consultation, confirmed in writing
- Texting START to our business number after being invited to do so
Consent to receive SMS messages is not required to receive consulting services or to access any resources on our website.
3. Message Frequency
Message frequency will vary based on the nature of your engagement with our practice. During an active consultation period, you may receive up to 4–8 messages per month. Outside of active engagements, communications are typically limited to periodic service updates or appointment-related messages.
4. Message & Data Rates
Message and data rates may apply. Standard SMS and data rates charged by your mobile carrier apply to all messages sent and received. Charles Stokoe Consulting does not charge any additional fee for SMS communications.
5. How to Opt Out
You may opt out of SMS communications from Charles Stokoe Consulting at any time using any of the following methods:
- Reply STOP to any text message you receive from us
- Email us at [email protected] with your request to be removed
- Call us at 817-756-9594 and request opt-out
After you send STOP, you will receive one final confirmation message and no further SMS messages will be sent, except as required by law.
6. How to Get Help
If you have questions about our SMS communications, reply HELP to any message you receive from us, or contact us directly:
- Email: [email protected]
- Phone: 817-756-9594
7. Data Privacy for SMS
Information collected through SMS opt-in, including your mobile phone number and message content, is handled in accordance with our Privacy Policy. Specifically:
- Your mobile opt-in data will never be sold or shared with third parties for marketing purposes
- Your phone number is stored securely within our CRM platform
- Message history is retained for internal business records and compliance purposes only
8. Supported Carriers
Our SMS program is compatible with all major U.S. wireless carriers including AT&T, Verizon, T-Mobile, Sprint, and others. Carrier availability may vary. Carriers are not liable for delayed or undelivered messages.
9. Compliance
Charles Stokoe Consulting's SMS messaging program is registered under the A2P 10DLC (Application-to-Person 10-Digit Long Code) framework as required by U.S. mobile carriers. This registration ensures that our messages are delivered reliably and in compliance with industry standards for business text messaging.
Opt-In Consent Disclosure
Required Consent Block — Live Demo
The following is exactly how your consent checkbox and disclosure should appear on all forms. This is a live preview — the checkbox is interactive.
Example: Contact / Inquiry Form
Plain-Text Copy — Paste Into AOAM Form Builder
Copy the text below and paste it as the checkbox label in your GHL/AOAM form. Make "Privacy Policy" and "Terms of Service" hyperlinks pointing to this page with the appropriate anchor.
By checking this box, I consent to receive SMS text messages from Charles Stokoe Consulting at the phone number provided. Message frequency may vary (up to 4–8 messages/month during active engagements). Message and data rates may apply. Reply STOP to opt out. Reply HELP for assistance. View our Privacy Policy and Terms of Service at www.charlesstokoeconsulting.com/compliance.
Fine Print Line (below checkbox)
SMS consent is not required to receive services. Carriers are not liable for delayed or undelivered messages.
AOAM Implementation Checklist
- ☐ Add phone number field to every contact and booking form
- ☐ Add unchecked checkbox (NOT pre-checked) with the consent language above
- ☐ Add fine-print line below the checkbox
- ☐ Hyperlink "Privacy Policy" → /compliance (this page, Privacy tab)
- ☐ Hyperlink "Terms of Service" → /compliance (this page, Terms tab)
- ☐ Add footer links to Privacy Policy and Terms of Service on all pages
- ☐ Confirm opt-in is recorded in the GHL contact record (custom field or tag)
- ☐ Set up STOP keyword automation in AOAM to immediately remove SMS consent tag
Footer Link Block
Add the following links to the footer of every page on the website:
Privacy Policy | Terms of Service | SMS Policy
© 2025 Charles Stokoe Consulting. All rights reserved. Keller, Texas | 817-756-9594