Working draft for business-owner and legal-counsel review before public launch. This text is not a legal opinion or a statement that all operational requirements have been implemented.
A defined commitment
We approach an engagement with care, confidentiality and the client’s agreed business interests in view. Any fiduciary duties, professional obligations, conflicts procedures and scope must be defined by the applicable law and written engagement—not inferred from a badge or website statement.
View-only by default
Our standard review access is view-only. You retain control of money movement, payments, account changes, financing decisions and commitments. The public qualifier never authorizes financial access. Any different authority requires a separate, explicit written authorization and review.
Confidentiality starts before the first upload
After qualification and agreement to move forward, receive the onboarding package and a unique password-protected Egnyte link. The completed intake and required documents are uploaded together from the first step. Do not email sensitive documents or submit them through public forms.
Transparent scope and incentives
Discuss scope, fee posture, milestone alignment, any fee cap and third-party costs before engaging. Optional capital or project discussions are separate from core CFO work. Any relevant referral relationship or conflict should be disclosed before a decision is made.
No implied license or guarantee
This website does not claim registered investment-adviser, broker-dealer, attorney or CPA status. We do not guarantee outcomes. Appropriate licensed professionals should be involved where the work requires them.