Client Services & Fee Agreement
A sample of our standard agreement. Fees are filled in for each client after a free, no-obligation 30-minute call.
This Client Services & Fee Agreement (the "Agreement") is entered into on (the "Effective Date") between McBride CFO ("McBride CFO," "we" or "us") and ("Client" or "you").
1. Services
We will provide the fractional CFO, accounting and financial advisory services described in Schedule A (the "Services"). Any change in scope will be agreed in writing, which may be by email.
2. Fees
You agree to pay the fee for each service level selected below:
| Select | Service level | Monthly fee | Hourly rate | After (hrs / month) | Project fee |
|---|---|---|---|---|---|
| Personal Finance | $ | $ | hrs | — | |
| Bookkeeper | $ | $ | hrs | — | |
| Controller | $ | $ | hrs | — | |
| CFO | $ | $ | hrs | $ |
Schedule A lists the specific tasks included in this engagement, each categorized by service level.
3. Invoicing & Payment
Retainers are billed in advance on the first of each month. Hourly and project work is billed monthly in arrears. Invoices are due within 10 days. Reasonable, pre-approved out-of-pocket expenses are billed at cost. Unpaid balances more than 30 days past due may accrue interest at 1% per month, and we may pause work until the account is current.
4. Term & Termination
This Agreement begins on the Effective Date and continues month to month. Either party may end it with 30 days' written notice. You will pay for Services performed through the termination date.
5. Your Responsibilities
You will provide timely access to the records, systems and people we need, and you are responsible for the accuracy of the information you provide. You remain responsible for all management decisions, including approving transactions and filing any returns or reports.
6. Scope Limits
Our Services do not include audits, reviews or other attest services, tax return preparation, legal advice or investment advice. We will coordinate with your CPA, attorney and financial advisor as needed.
7. Confidentiality
We will keep your information confidential and use it only to provide the Services, except as required by law or with your consent. This obligation continues after this Agreement ends.
8. Work Product
Reports, forecasts and other deliverables prepared for you are yours to use once paid for. We keep the right to use our general methods, templates and know-how.
9. Independent Contractor
We are an independent contractor, not an employee, partner or agent of Client.
10. Limitation of Liability
To the extent permitted by law, our total liability under this Agreement will not exceed the fees you paid in the three months before the claim arose, and neither party is liable for indirect or consequential damages.
11. Governing Law & Disputes
This Agreement is governed by the laws of the State of Colorado. The parties will first try to resolve any dispute through good-faith discussion and, if needed, mediation in Denver, Colorado. Any lawsuit will be brought in the state courts located in the City and County of Denver, Colorado.
12. Entire Agreement
This Agreement, including Schedule A, is the entire agreement between the parties and replaces any prior discussions. Changes must be in writing and signed or confirmed by email by both parties. Electronic signatures are valid.
This sample is for illustration only. Your actual agreement will reflect the services and fees agreed for your engagement.
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