Last updated: January 8, 2025
Thank you for subscribing to our consulting services. These Consulting Services Terms ("Consulting Terms") apply to our strategic advisory and CFO services and operate in addition to our main Terms of Service. In case of conflict between these Consulting Terms and the main Terms of Service, these Consulting Terms control.
We provide strategic financial consulting services designed to help you manage, analyze, and grow your business. The specific services and deliverables vary based on your needs and the service package selected in your service agreement. Our consulting services may include:
Fractional CFO Services:
Strategic Advisory Services:
Our consulting services (including any communications with our team) are strategic and advisory in nature. They are not a substitute for and do not include:
You should engage appropriately licensed professionals for any of the above services.
We are not responsible for notifying you of, preparing, or filing any regulatory notices, applications, or compliance documents. You remain responsible for understanding and complying with all applicable laws, regulations, and licensing requirements in your industry and jurisdictions.
We and our team members are independent consultants providing advisory services. We do not have fiduciary duties to you or your business in the manner that an officer, director, or other fiduciary would. We provide recommendations and analysis, but you retain full authority and responsibility for all business decisions.
You agree not to represent us or our team members as your "CFO," "Chief Financial Officer," or any other title suggesting an officer or employee position with your company. We will not serve as signatories on your accounts or act as authorized representatives for your business.
In providing consulting services, we act in an advisory capacity only. We provide analysis, recommendations, and strategic guidance, but we do not make decisions on your behalf. You are responsible for evaluating our recommendations and determining appropriate actions for your business.
Consulting services are provided on a subscription basis with a defined number of hours per month or as a project-based engagement, as specified in your service agreement. Services are delivered through scheduled meetings, asynchronous communication, and deliverable preparation.
We strive to respond to routine inquiries within two business days. Urgent matters requiring immediate attention should be clearly identified as such. Response times may vary based on complexity and current workload.
Specific deliverables and timelines are outlined in your service agreement. Deliverable completion depends on timely receipt of necessary information and data from you. Delays in providing required information may impact delivery schedules.
You are responsible for providing complete, accurate, and timely information necessary for us to deliver consulting services. This includes financial data, business plans, operational metrics, and access to relevant systems and personnel.
You retain full authority and responsibility for all business decisions. Our role is to provide analysis and recommendations to inform your decision-making, not to make decisions on your behalf.
You are responsible for implementing any recommendations or strategies we propose. We can provide guidance on implementation, but execution remains your responsibility unless specifically agreed otherwise in your service agreement.
Consulting services are billed on a subscription basis as specified in your service agreement. Fees are based on the service tier selected and include a defined scope of services and hours per month.
Services beyond your subscription scope will be billed at our standard hourly rates. We will provide estimates for significant additional work and obtain your approval before proceeding.
Unused consulting hours do not roll over to subsequent months unless specifically stated in your service agreement. We recommend scheduling regular meetings to maximize the value of your subscription.
We will maintain the confidentiality of your business information, financial data, and strategic plans. We will not disclose such information except as necessary to provide services, with your consent, or as required by law.
We will notify you if we become aware of any actual or potential conflicts of interest that may affect our ability to provide objective consulting services. We maintain policies to identify and manage conflicts appropriately.
While we provide our best professional judgment and analysis, we cannot guarantee specific business outcomes or results. Business success depends on numerous factors beyond our control, including market conditions, execution, and external events.
Financial projections, forecasts, and forward-looking statements are based on assumptions and information available at the time. Actual results may differ materially from projections due to changing circumstances and unforeseen events.
We may rely on information from third-party sources in providing consulting services. While we use reasonable care in selecting sources, we do not independently verify all third-party information and are not responsible for its accuracy.
Consulting subscriptions continue on a month-to-month or annual basis as specified in your service agreement. Either party may terminate with 30 days' written notice.
Upon termination, we will provide reasonable transition assistance to help you continue operations smoothly. This may include knowledge transfer, documentation of ongoing projects, and final deliverables for completed work.
These Consulting Terms supplement and incorporate by reference the following sections of our main Terms of Service:
For questions about these Consulting Terms, please contact us at:
Assurna
Email: consulting@assurna.com
Website: www.assurna.com