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Open Book CFO, LLC

7 Skyline Drive, 3rd Floor, Hawthorne, NY 10532

(646) 668-3178

SITE POWERED BY

Open Book CFO, LLC

7 Skyline Drive, 3rd Floor, Hawthorne, NY 10532

(646) 668-3178

SITE POWERED BY

Terms of Service

Welcome to OBCFO! By using our website and services, you agree to comply with and be bound by the following terms and conditions. Please review them carefully.

1. Services Overview

We provide virtual CFO services on a fractional or part-time basis for businesses. Our consulting and advisory services aim to support business growth through strategic financial insights. However, our services do not replace the need for licensed financial advice and are meant as guidance rather than direct financial or legal advice.

2. User Obligations

Users of our services must be business owners or authorized representatives of their respective companies. By engaging with our services, you represent that you have the authority to enter into this agreement on behalf of your business.

3. Limitation of Liability

While we strive to provide valuable insights and advice, OBCFO is not liable for any decisions or outcomes arising from the use of our services. All financial and business decisions are the responsibility of the client, and we recommend consulting with additional licensed financial professionals when making critical financial decisions.

4. Privacy and Data Collection

We collect personal information, such as email addresses, phone numbers, and business names, through form fields on our website for communication purposes only. We may use this information to contact you about our services or send periodic newsletters, should you opt-in. We will never share, sell, or distribute this information without your consent, and all data is handled in compliance with applicable privacy laws.

5. Governing Law

These Terms of Service shall be governed by and construed in accordance with the laws of [Your State/Country]. Any disputes arising from these terms or the use of our services shall be subject to the exclusive jurisdiction of the courts of [Your State/Country].

6. Modifications to Terms

We reserve the right to update these Terms of Service as needed. Users are encouraged to review these terms periodically to stay informed of any changes. Continued use of our services indicates acceptance of the current terms.

For any questions regarding these terms, please contact us (insert contact link).

Privacy Policy

Your Privacy Matters to Us. OBCFO is committed to protecting your privacy and ensuring that your personal information is handled securely and responsibly. This Privacy Policy explains how we collect, use, store, and protect your information.

1. Information We Collect

We collect personal information when you fill out our contact form or engage with our services. This information may include your name, business name, email address, and phone number. If we add a mailing list in the future, we may use this information to keep you updated with relevant news, services, and offers, provided you have opted in.

2. How We Use Your Information

We use the personal information you provide to:

Communicate with you regarding our virtual CFO services
Respond to inquiries or requests you make through our website
Provide relevant service information and updates if you have opted in to receive them

We may also analyze user interactions to improve our website’s functionality and the effectiveness of our services.

3. Information Sharing and Disclosure

Your information is kept confidential and is not shared, sold, or distributed to third parties without your consent, except as required by law. In some cases, we may partner with third-party service providers who assist us in delivering our services (e.g., data hosting). These partners are obligated to protect your information in line with this Privacy Policy.

4. Data Security

We implement industry-standard security measures to protect your information from unauthorized access, disclosure, alteration, or destruction. However, please note that no data transmission over the internet is 100% secure. While we strive to protect your information, we cannot guarantee its absolute security.

5. Your Rights

You have the right to request access to the personal information we hold about you, update it, or request its deletion, subject to applicable laws. To exercise these rights or update your information, please contact us (insert contact link).

6. Policy Updates

We may update this Privacy Policy periodically to reflect changes in our practices or regulatory requirements. Any changes will be posted on this page, and your continued use of our website or services constitutes acceptance of these updates.

For questions or concerns about our Privacy Policy or how your data is handled, please contact us (insert contact link). We’re here to help and ensure your information remains secure.

Disclaimer

Investment Risk Disclaimer:
All investments carry risk, and there is no guarantee that any investment strategy will be successful.

No Financial Advice Disclaimer:
 The information provided on this website is for general informational purposes only and does not constitute financial, investment, or other professional advice. You should not act or refrain from acting based on any information provided herein without seeking appropriate professional advice.

 Accuracy and Reliability Disclaimer:
 While we strive to ensure the accuracy of the information provided, we make no warranties or representations regarding the completeness, accuracy, or reliability of the content on this website.

Third-Party Links Disclaimer::
 Our website may contain links to third-party websites or services that are not owned or controlled by [Company Name]. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

 Tax and Legal Disclaimer::
We do not provide tax or legal advice. For specific tax or legal advice, please consult with a qualified professional.

Forward-Looking Statements Disclaimer: :
Certain statements made on this website may constitute forward-looking statements. These statements are not guarantees of future performance and involve risks and uncertainties that may cause actual results to differ materially from those projected.

No Guarantee of Investment Success::
 There is no guarantee that any investment strategy will yield positive results or that the strategies described will be suitable for any particular investor.

Performance Data Disclaimer:
Any performance data quoted on this website represents past performance and does not guarantee future results. All investments involve risk, including the possible loss of principal.

Hypothetical Performance Disclaimer: 
Hypothetical performance results have inherent limitations. Unlike actual performance records, simulated results do not represent actual trading and may under- or over-compensate for the impact of certain market factors.

 General Risk Disclosure: 
Investing involves a substantial risk of loss and is not suitable for every investor. The value of investments can go up or down, and investors may not get back the full amount invested.