Agreement to Terms
By accessing or using the UpstreamCFO website at upstreamcfo.com ("the Site"), you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use the Site.
Services Description
UpstreamCFO provides fractional CFO services, financial consulting, and AI enablement for construction, HVAC, plumbing, and electrical businesses. The specific scope, deliverables, and terms of any engagement will be defined in a separate service agreement between UpstreamCFO and the client. Information provided on this website is for general informational purposes and does not constitute financial, tax, or legal advice.
Website Use
You may use the Site for lawful purposes and in accordance with these Terms. You agree not to use the Site in any way that violates applicable laws or regulations, to transmit any harmful, threatening, or objectionable material, to attempt to gain unauthorized access to any part of the Site, or to interfere with the proper functioning of the Site.
AI Finance Gap Assessment
Our free AI Finance Gap Assessment tool provides general guidance based on the information you provide. Assessment results are educational in nature and should not be considered professional financial advice. Actual outcomes may vary based on your specific business circumstances. By submitting the assessment, you consent to UpstreamCFO receiving your responses and contact information for follow-up purposes.
Intellectual Property
All content on this Site — including text, graphics, logos, and software — is the property of UpstreamCFO and is protected by copyright and intellectual property laws. You may not reproduce, distribute, or create derivative works from any content on this Site without our prior written consent.
Disclaimer of Warranties
The Site and its content are provided "as is" without warranties of any kind, either express or implied. UpstreamCFO does not warrant that the Site will be uninterrupted, error-free, or free of harmful components. We make no guarantees about the accuracy or completeness of any information on the Site.
Limitation of Liability
To the fullest extent permitted by law, UpstreamCFO shall not be liable for any indirect, incidental, special, or consequential damages arising from your use of or inability to use the Site, or from any information provided on the Site. This limitation applies regardless of the legal theory on which the claim is based.
External Links
The Site may contain links to third-party websites. These links are provided for convenience only. UpstreamCFO does not endorse or assume responsibility for the content or practices of any linked sites.
Changes to Terms
We reserve the right to modify these Terms at any time. Changes will be posted on this page with an updated revision date. Your continued use of the Site after changes are posted constitutes acceptance of the revised Terms.
Governing Law
These Terms shall be governed by and construed in accordance with the laws of the United States. Any disputes arising under these Terms shall be resolved in the appropriate courts of the jurisdiction where UpstreamCFO operates.
Contact Us
If you have questions about these Terms of Service, please contact us at hello@upstreamcfo.com.