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Terms & Conditions

Terms & Conditions
   

Terms & Conditions

Last Updated: July 29, 2026

Please read these Terms of Use (“Terms”, “Terms of Use”) carefully before using the https://preferredcfo.com website (the “Service” or “Site”) operated by Preferred CFO (“us”, “we”, “our”, or “Preferred CFO”).

Your access to and use of the Service is conditioned on your acceptance of and compliance with these Terms. These Terms apply to all visitors, users, clients, and others who access or use the Site or communicate with us through our web forms or messaging channels.

By accessing or using the Service, you agree to be bound by these Terms. If you disagree with any part of the terms, you may not access the Service.

1. Professional Consulting Disclaimer

The information contained on this Site is for general informational and educational purposes only and should not be construed as binding financial, tax, accounting, HR, or legal advice for your specific business situation.

Accessing this Site, submitting a contact form, or receiving informational content does not establish a formal client, fractional CFO, HR consulting, or fiduciary relationship between you and Preferred CFO. A professional relationship is only established upon the execution of a written Engagement Agreement signed by both parties.

2. Mobile Communications & SMS Terms

By providing your mobile phone number to Preferred CFO through our website, contact forms, or direct inquiry, you expressly consent to receive informational and transactional text messages (SMS and MMS) from Preferred CFO regarding your inquiries, scheduled consultations, account updates, and administrative communications.

  • Consent & Opt-In: Consent to receive automated or manual marketing and informational text messages is not a condition of purchasing any services from Preferred CFO.
  • Message Frequency: Message frequency varies depending on your interaction with us, request updates, and project scheduling.
  • Cost: Standard message and data rates may apply depending on your mobile carrier plan.
  • Opt-Out (Unsubscribe): You can opt out of receiving text messages at any time. To stop receiving SMS messages, reply STOP to any text message you receive from us. After sending STOP, you will receive one final confirmation text confirming your unsubscription.
  • Help & Support: If you experience issues or need assistance, reply HELP to any text message, or contact us directly at info@preferredcfo.com
    • .
  • Carrier Liability: Wireless carriers are not liable for delayed or undelivered messages.
  • Privacy Assurance: Mobile phone numbers and SMS opt-in data will not be sold, rented, or shared with third parties or affiliates for marketing or promotional purposes. For more details on how we protect your personal data, please review our Privacy Policy
    • .

3. Intellectual Property

The Service and its original content, features, blog posts, whitepapers, calculators, templates, graphics, and functionality are and will remain the exclusive property of Preferred CFO and its licensors.

Our trademarks, logos, and trade dress may not be used in connection with any product or service without the prior written consent of Preferred CFO.

4. Third-Party Links & Services

Our Service may contain links to third-party websites or services (such as scheduling tools, client portals, or external resources) that are not owned or controlled by Preferred CFO.

Preferred CFO has no control over, and assumes no responsibility for, the content, privacy policies, or practices of any third-party websites or services. You acknowledge and agree that Preferred CFO shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of or reliance on any such content, goods, or services available on or through any such websites or services.

5. User Conduct & Acceptable Use

You agree to use the Site only for lawful purposes. You agree not to:

  • Use the Site in any way that violates any applicable federal, state, local, or international law or regulation.
  • Attempt to gain unauthorized access to, interfere with, damage, or disrupt any parts of the Site, the server on which the Site is stored, or any server, computer, or database connected to the Site.
  • Transmit or submit any false, misleading, spam, or malicious content through our website forms.

6. Limitation of Liability & Warranties

Your use of the Service is at your sole risk. The Service is provided on an “AS IS” and “AS AVAILABLE” basis without warranties of any kind, whether express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, non-infringement, or course of performance.

In no event shall Preferred CFO, its directors, employees, partners, agents, suppliers, or affiliates be liable for any indirect, incidental, special, consequential, or punitive damages—including without limitation, loss of profits, data, use, goodwill, or other intangible losses—resulting from:

  1. Your access to or use of (or inability to access or use) the Service;
  2. Any conduct or content of any third party on the Service;
  3. Any content obtained from the Service; and
  4. Unauthorized access, use, or alteration of your transmissions or content.

7. Indemnification

You agree to defend, indemnify, and hold harmless Preferred CFO, its contractors, licensors, officers, directors, employees, and agents from and against any claims, damages, obligations, losses, liabilities, costs, or debt, and expenses (including attorney's fees) arising from your use of the Site or your violation of these Terms.

8. Governing Law & Jurisdiction

These Terms shall be governed and construed in accordance with the laws of the State of Utah and the United States, without regard to its conflict of law provisions.

Our failure to enforce any right or provision of these Terms will not be considered a waiver of those rights. If any provision of these Terms is held to be invalid or unenforceable by a court, the remaining provisions of these Terms will remain in effect.

9. Changes to Terms

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. When material changes are made, we will update the "Last Updated" date at the top of this page. By continuing to access or use our Service after those revisions become effective, you agree to be bound by the revised terms.

10. Contact Us

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