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Beyond CFO Services

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Terms & Conditions

Last Updated: January 1, 2025

Terms & Conditions

Welcome to Beyond CFO Services. By using our website and engaging with our services, you agree to comply with and be bound by these Terms & Conditions. Please read them carefully before proceeding.

If you do not agree with any part of these Terms, you should not use our services.

1. Introduction & Acceptance of Terms

These Terms & Conditions (“Terms”) govern your access to and use of the services provided by Beyond CFO Services, LLC (“Company,” “we,” “us,” or “our”). By engaging our services, you (“Client,” “you”) agree to abide by these Terms.

We reserve the right to modify these Terms at any time. Any updates will be posted on our website, and continued use of our services after such changes constitutes acceptance of the updated Terms.

2. Scope of Services

Beyond CFO Services provides outsourced CFO services, controller services, bookkeeping, payroll, tax planning & preparation to businesses.

  • Our services are customized to fit each Client’s needs, as outlined in individual engagement agreements.
  • We do not provide legal advice or investment advisory services.
  • While we offer financial strategy, reporting, and compliance support, all financial decisions and regulatory compliance remain the sole responsibility of the Client.
  • Our role is to support financial reporting, compliance, and strategic financial decision-making, but ultimate responsibility for financial outcomes remains with the Client.

Collaboration with Your Team or Ours

Beyond CFO Services is structured to seamlessly integrate with your existing financial team (CPA, bookkeeper, payroll provider, etc.), or we can provide fully managed solutions using our trusted network of specialists.

  • For Clients with existing finance teams: We coordinate closely with your bookkeeper, CPA, or internal staff to ensure efficient collaboration and streamlined reporting.
  • For Clients requiring a full-service approach: We provide the desired support for a combination of bookkeeping, payroll, and tax services. Elements of which may be augmented by carefully vetted third-party professionals These trusted partners operate under our guidance to maintain quality and consistency across all financial functions. Client agrees that Beyond CFO Services is not liable for any errors or omissions by third-party providers, though we will take reasonable steps to resolve any issues.

Regardless of the structure, our priority is ensuring seamless financial oversight, operational efficiency, and accurate reporting—without the complexity of managing multiple vendors.

3. Engagement, Fees & Payment Terms

  • Service fees are outlined in the Client Engagement Agreement and billed according to the agreed payment schedule.
  • Payments are due upon receipt of invoice unless otherwise specified.
  • A 5% late payment fee will be applied every 30 days for overdue invoices.
  • All fees are non-refundable, unless explicitly stated in the Engagement Agreement.
  • Failure to make timely payments may result in suspension or termination of services.

4. Confidentiality & Data Protection

  • We maintain strict confidentiality regarding all Client financial data and sensitive business information.
  • We do not sell or share Client data with third parties for marketing purposes.
  • Clients agree to provide accurate and complete financial information to enable us to perform our services effectively.
  • While we take all reasonable security measures, we cannot guarantee that electronic communications or financial data transmissions will be 100% secure from unauthorized access.

5. Limitation of Liability

  • Beyond CFO Services provides financial guidance and reporting but is not liable for financial losses, missed tax deadlines, or penalties resulting from Client decisions, inaccuracies in data provided, or external economic factors.
  • Clients remain responsible for all tax filings, regulatory compliance, and financial decisions based on our reports and recommendations.
  • Our liability, under any circumstances, shall not exceed the total amount paid by Client for services in the preceding three (3) months.

6. Termination of Services

  • Either party may terminate services with 30 days’ written notice, unless otherwise stated in the Engagement Agreement.
  • If termination occurs before the end of a billing period, no refunds will be issued for partial months of service.
  • Beyond CFO Services reserves the right to terminate services immediately if:
    • Client fails to make timely payments.
    • Client provides fraudulent or misleading financial information.
    • Client engages in unethical or illegal financial activities.

7. Governing Law & Dispute Resolution

These Terms are governed by the laws of the State of Delaware, where Beyond CFO Services, LLC is incorporated.

  • Any disputes shall first be resolved through good-faith negotiations between both parties.
  • If a resolution cannot be reached, disputes will be settled via binding arbitration in Delaware, unless both parties agree to an alternative resolution method.

8. Contact Information

If you have any questions about these Terms & Conditions, please contact us at:

📧 Email: support@beyondcfoservices.com
🏢 Address: 5401 S Harvard Ave, Tulsa, OK 74135

By engaging with our services, you acknowledge and agree to these Terms & Conditions.