Terms of Service

Effective date: November 4, 2026

These terms apply to your use of claritycfofirm.com, its subdomains, and the Financial Clarity Check. By using our sites you agree to them.

1. What we do and do not do.

Clarity CFO Advisory provides fractional CFO and financial clarity services for growing small businesses and nonprofits. We do not prepare tax returns, run payroll, or perform audits. IRS resolution matters are handled separately through Greenfield Tax Resolution.

2. General information only.

Our websites, the Financial Clarity Check, and any score or summary we send are general educational information. They are not tax, legal, accounting, or audit advice, and they are not an audit, review, or opinion on your financial statements. No client relationship exists until you and Clarity CFO Advisory sign a written engagement letter.

3. Financial Clarity Check and Financial Clarity Review.

The Financial Clarity Check is a self-assessment based on the answers you provide. Results depend on the accuracy of your answers. The 20-minute Financial Clarity Review is a conversation with no obligation to buy anything.

4. Your responsibilities.

Give accurate information. Do not submit Social Security numbers, bank account numbers, passwords, or other highly sensitive identifiers through our forms. Do not misuse our sites or try to disrupt them.

5. Text messages and email.

By checking the consent box, you agree to receive non-marketing texts as described in our Privacy Policy. Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for help. Consent is not a condition of purchase.

6. Intellectual property.

The content of our sites, including text, graphics, logos, and the Financial Clarity Check, belongs to Clarity CFO Advisory. You may view it for your own use but may not copy, resell, or republish it without our written permission.

7. No guarantees.

Our sites and materials are provided "as is." We do not guarantee any particular financial, tax, or business outcome.

8. Limitation of liability.

To the fullest extent allowed by law, Clarity CFO Advisory is not liable for indirect, incidental, or consequential damages arising from your use of our sites or the information on them. Services provided under a signed engagement are governed by that engagement letter.

9. Governing law.

These terms are governed by the laws of the State of Florida, without regard to conflict-of-law rules.

10. Changes.

We may update these terms. Continued use after an update means you accept the new version.

11. Contact.

Clarity CFO Advisory, [email protected], (786) 419-5017.

Clarity CFO Advisory

Clarity CFO Advisory LLC
Florida

Results vary; nothing on this site is a guarantee of any outcome. Not included: tax preparation, payroll, audit or attest work.