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Trust & legal

Website Terms of Use

The terms for using CFOCrew's website, general content, and downloadable resources. Client engagements remain governed by their own written agreements.

Effective September 11, 2026

The key distinction

These Terms cover the public website. A signed engagement agreement separately governs professional services, client responsibilities, confidentiality, fees, and deliverables.

1. Acceptance and scope

These Website Terms of Use ("Terms") govern your access to and use of cfocrew.com, including its articles, guides, templates, workshop information, and other website content. By using the website, you agree to these Terms. If you do not agree, do not use the website.

2. Eligibility and organizational authority

You must be at least 18 years old and legally able to enter into these Terms. If you use the website for or on behalf of a company or other organization, you represent that you have authority to accept these Terms for that organization. In that situation, "you" includes both you and the organization.

The website is controlled from the United States and designed for a United States business audience. If you access it from another location, you are responsible for complying with applicable local law.

3. CFOCrew services and engagement agreements

CFOCrew provides CFO advisory, finance transformation, practical AI implementation, and training. Website content describes our capabilities but is not itself a promise to provide a particular service or result.

Every paid advisory or implementation engagement requires a separate written engagement letter or agreement covering scope, deliverables, responsibilities, fees, confidentiality, data handling, and other engagement-specific terms. If an engagement agreement conflicts with these Terms, the engagement agreement controls for that engagement.

4. No client relationship through website use

Visiting the website, downloading a resource, submitting a contact form, subscribing to an email, or scheduling an introductory conversation does not create an accountant-client, adviser-client, fiduciary, or other professional relationship. A professional relationship begins only when CFOCrew and the client enter into an applicable written engagement agreement.

5. General information, not professional advice

Website content is provided for general educational and informational purposes. It is not accounting, financial, tax, legal, investment, cybersecurity, or other professional advice and should not be used as a substitute for advice based on your facts and circumstances. You are responsible for evaluating information before relying on it or making a business decision.

6. Communications and confidential information

You may use our contact and scheduling tools to provide general information about your needs. Ordinary email, the general contact form, and introductory scheduling tools may not provide an appropriate channel for sensitive information. Do not send passwords, bank account numbers, Social Security numbers, nonpublic financial records, or similar information through them.

Information submitted before an engagement is established is handled according to our Privacy Policy, but submitting it does not create a duty of professional confidentiality beyond obligations imposed by applicable law. If we need sensitive information, we will arrange an appropriate channel.

7. Acceptable use

You may use the website only for lawful purposes. You may not:

  • Interfere with the website, its security, or another person's use of it
  • Attempt to gain unauthorized access to systems, restricted content, accounts, or data
  • Introduce malicious code or use the website to distribute unlawful or harmful material
  • Use automated tools to scrape, harvest, or reproduce content at scale without written permission
  • Misrepresent your identity or affiliation when communicating with CFOCrew
  • Use website content to violate another person's rights or applicable law

8. Intellectual property and resources

The website and its content, including text, graphics, logos, layouts, templates, downloads, and original materials, are owned by CFOCrew or its licensors and are protected by intellectual property laws.

Unless a resource states otherwise, CFOCrew grants you a limited, revocable, nonexclusive, nontransferable license to use downloaded resources internally for your own personal or business purposes. You may adapt them for internal use. You may not sell, sublicense, republish, publicly distribute, or present them as your own product without written permission.

9. Third-party services and links

The website may include links to or embedded tools from third parties, including scheduling, analytics, social, and credential providers. CFOCrew does not control their websites, availability, security, or practices. A link does not imply that CFOCrew endorses, sponsors, or is affiliated with the third party. Your use of a third-party service is governed by that provider's terms and privacy practices.

10. Privacy

Our Privacy Policy explains how we collect, use, disclose, and retain personal information. By using the website, you acknowledge that policy.

11. Feedback

If you voluntarily provide suggestions about the website or our publicly described offerings, you allow CFOCrew to use that feedback without restriction or compensation. This provision does not transfer ownership of your confidential business information or materials provided under an engagement agreement.

12. Website availability and changes

We may update, suspend, restrict, or discontinue any part of the website at any time. We do not guarantee that the website or any particular resource will always be available, uninterrupted, current, or error-free. We may restrict access when reasonably necessary to protect the website, users, or CFOCrew.

13. Disclaimer of warranties

To the fullest extent permitted by law, the website and its content are provided "as is" and "as available." CFOCrew disclaims warranties of merchantability, fitness for a particular purpose, title, noninfringement, accuracy, and results. Nothing in these Terms excludes a warranty or right that cannot legally be excluded.

14. Limitation of liability

To the fullest extent permitted by law, CFOCrew and its owners, personnel, and service providers will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from website use, inability to use the website, or reliance on its general content. CFOCrew's total liability for claims arising solely from website use will not exceed one hundred U.S. dollars. These limitations do not apply where liability cannot legally be limited.

15. Governing law and venue

These Terms are governed by the laws of the State of California, without regard to conflict-of-law principles. Any dispute arising solely from these Terms or website use must be brought in the state or federal courts located in Orange County, California, and each party consents to their jurisdiction and venue. An engagement agreement may establish different dispute terms for professional services.

16. General terms

These Terms do not create a partnership, joint venture, agency, employment, or franchise relationship between you and CFOCrew. If a provision is found unenforceable, the remaining provisions will remain in effect. A failure to enforce a provision is not a waiver. You may not assign your rights under these Terms without our written consent. These Terms, together with the Privacy Policy, are the complete agreement concerning use of this website, but they do not replace an applicable engagement agreement.

17. Changes to these Terms

We may update these Terms as the website, our practices, or legal requirements change. Revised Terms will be posted on this page with an updated effective date. Changes apply prospectively and will not govern a dispute that arose before the revised Terms took effect. Your continued use of the website after revised Terms take effect means you accept them.

18. Contact

CFOCrew
30021 Tomas, Suite 300
Rancho Santa Margarita, CA 92688
info@cfocrew.com
+1 (949) CFO-7575