Terms of Service
Effective date: July 8, 2026
1. Agreement to Terms
By accessing or using the Monter Financial website ("Site") or engaging our services, you agree to be bound by these Terms of Service. If you do not agree, please do not use the Site or our services.
2. Our Services
Monter Financial provides fractional CFO, financial modeling, analysis, bookkeeping, reporting, and related advisory services. The specific scope, deliverables, timeline, and fees for any engagement are defined in a separate proposal or agreement between you and Monter Financial.
3. No Financial, Tax, or Legal Advice
Content on this Site — including blog articles, guides, benchmarks, and illustrative figures — is provided for general informational purposes only and does not constitute financial, investment, tax, accounting, or legal advice. Sample numbers shown in graphics and dashboards are illustrative and do not represent guaranteed outcomes. You should not act on any information without seeking advice tailored to your specific circumstances from a qualified professional. Engagements are advisory; we do not provide audit or attest services or file tax returns unless expressly agreed in writing.
4. Engagements & Fees
Prices shown on the Site are starting points and may vary based on scope, complexity, and data quality. Ongoing services are quoted on a custom basis. Fees, payment terms, and refund conditions for your engagement are set out in your proposal or agreement.
5. Client Responsibilities
You are responsible for providing accurate, complete, and timely information and access needed to perform the services. The quality of our deliverables depends on the accuracy of the data and assumptions you provide.
6. Confidentiality
We treat your business and financial information as confidential and use it only to deliver the agreed services, except where disclosure is required by law. Testimonials and reviews are published only as permitted, and client details are anonymized unless we have permission to name them.
7. Intellectual Property
All content, branding, templates, and materials on this Site are owned by Monter Financial unless otherwise stated. Deliverables created for a client during an engagement are governed by that engagement's agreement. You may not copy or redistribute Site content without permission.
8. Limitation of Liability
To the fullest extent permitted by law, Monter Financial is not liable for any indirect, incidental, or consequential damages arising from your use of the Site or reliance on its content. Our total liability for any engagement is limited to the fees paid for that engagement.
9. Third-Party Links & Tools
The Site may reference third-party websites, platforms, or tools (such as accounting software or scheduling services). We are not responsible for the content, policies, or availability of those third parties.
10. Changes to These Terms
We may update these Terms from time to time. The revised version will be posted on this page with an updated effective date. Continued use of the Site after changes constitutes acceptance of the updated Terms.
11. Contact
Questions about these Terms can be sent to sheraz@monterfinancial.com.
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