Terms of Service

Effective Date: December 1, 2024

  1. Acceptance of Terms
    By engaging Phoenix CFO Solutions ("we," "us," or "our") for accounting services, you ("Client") agree to be bound by these Terms of Service.

  2. Services Provided
    We offer a range of accounting services, including but not limited to:

    • Bookkeeping

    • Accounts Payable and Receivable Management

    • Payroll Services

    • Financial Consulting

  3. The specific services to be provided will be outlined in a separate engagement letter.

  4. Client Responsibilities
    You agree to:

    • Provide accurate and complete information necessary for us to perform the services.

    • Respond promptly to our requests for information or documentation.

    • Review all documents and communications we provide and notify us of any discrepancies or concerns.

  5. Fees and Payment
    Our fees are outlined in the engagement letter. Payment terms are as follows:

    • Invoices: Due upon receipt unless otherwise specified.

    • Late Payments: May incur interest charges as outlined in the engagement letter.

    • 30-Day Satisfaction Guarantee: If, within 30 days of service commencement, you are not satisfied, you may request a full refund by completing an exit interview. This guarantee applies to new clients and specific services as specified in the engagement letter.

    • Post-Guarantee Period: After the 30-day satisfaction guarantee period, you agree to pay all fees for services rendered up to the date of termination, as specified in the engagement letter.

  6. Confidentiality
    We will maintain the confidentiality of your information in accordance with our Privacy Policy and applicable laws. We may disclose information as required by law or with your consent.

  7. Limitation of Liability
    To the maximum extent permitted by law, our liability for any claims arising from our services is limited to the amount of fees paid by you for the specific service in question.

  8. Termination
    Either party may terminate the engagement upon written notice. Upon termination, you agree to pay for all services rendered up to the termination date.

  9. Governing Law
    These Terms of Service are governed by the laws of the State of Arizona, without regard to its conflict of law principles.

  10. Entire Agreement
    These Terms of Service, together with the engagement letter and our Privacy Policy, constitute the entire agreement between you and Phoenix CFO Solutions regarding our services.

  11. Contact Us
    If you have any questions about these Terms of Service, please contact us at:
    Phoenix CFO Solutions
    7135 E. Camelback Road Suite 230
    Scottsdale, AZ 85251
    Email: johncharette@phoenixcfosolutions.com
    Phone: (480) 900-6954