The terms that make it easy to say yes — already standard in every proposal we write. They remove most of the risk a business owner feels when signing with an outsourced CFO.
You shouldn't have to take our word for how this works. Here's exactly what you're agreeing to, and what you're not, at every stage.
Ongoing services end on 30 days' written notice, either side. Fees accrued to that date remain payable — nothing more.
Each stage stands on its own. You choose whether to proceed based on the value you've already seen — not because you're locked into what comes next.
No stage commences without express written agreement from both parties. No surprise invoices for work you didn't sign off on.
One-off stages are invoiced on completion. Ongoing fees are invoiced in advance. You always know what's coming and when.
Full ownership of the forecast model transfers to you on final payment. No licence fees, no platform dependency. It's yours, permanently.
Your financial and business information stays between us, and goes to nobody without your written consent.
These aren't fine print. They're the same terms in every proposal we write, stated here up front — because the easiest way to remove the risk of signing with an outsourced CFO is to show you the terms before you have to ask.
A free conversation with Roy West — no obligation, no pitch. A straight answer on whether this makes sense for you.
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