Fulfillment Policy
1. Service Description
Control Panel CFO provides a comprehensive range of fractional CFO services, including but not limited to:
- Financial Modeling: In-depth financial projections and scenario analysis.
- Monthly Close: Accurate and timely month-end close, including reconciliations.
- Cash Flow Management: Optimized cash flow monitoring and forecasting.
- Accounts Receivable/Accounts Payable (AR/AP): Efficient management of AR and AP processes.
- Inventory Management: Strategic oversight of inventory to align with financial objectives.
- Strategic Finance Advisory: Customized strategic insights to drive business growth. Deliverables are typically provided in the form of Excel reports or PDF summaries. These services are designed to support ongoing financial management and are often structured as ongoing engagements to maximize value.
2. Pricing and Currency
All services are billed in U.S. Dollars (USD), with pricing structured as either a monthly retainer or fixed project fee.
3. Customer Service Contact Information
For inquiries, support, or service-related questions, please reach out via:
- Email: [email protected]
- Phone: 929-265-0629
Our team is committed to responding within 1 business day to ensure prompt assistance.
4. Revision, Refund, and Cancellation Policies
- Revisions: Adjustments to deliverables are limited by retainer hours or project scope. Additional requests may incur fees, which will be discussed and agreed upon before proceeding.
- Refund Policy: Due to the nature of our services, refunds are not standard. In cases where a refund is warranted due to specific issues, terms must be mutually agreed upon by both parties.
- Cancellation Policy: A 30-day notice is required to cancel an ongoing engagement. If cancellation is requested within 30 days of the upcoming renewal, services will continue until the end of the next renewal period.
5. Privacy Policy
Our Privacy Policy is available on our website. It details how client information is collected, protected, and used, ensuring compliance with data privacy standards and client transparency.
6. Legal or Export Restrictions
Control Panel CFO complies with all applicable regulatory and legal requirements. Any restrictions or limitations due to industry-specific regulations will be communicated as necessary.
7. Promotional Terms
Any discounts, introductory rates, or promotions will be clearly defined, including eligibility and terms, as applicable
8. Payment Security and PCI Compliance
All transactions are processed securely in compliance with PCI standards. Client payment information is handled with strict confidentiality and encrypted through our secure payment platform, ensuring safety and privacy in all transactions.
9. Accepted Payment Methods
We currently accept major credit cards including Visa, Mastercard, American Express, and Discover. We also accept payments via ACH and wire transfers.
