Terms & Conditions

Plain-English summary (not a substitute for the full terms): This website provides information about fractional CFO services offered by CFO Forge LLC (the “Company”). Visiting or using the site does not create a client relationship. Any services are governed by a separate written engagement agreement. California law governs these Terms.

Effective Date: October 17, 2025

1) Acceptance of Terms

By accessing or using www.cfoforge.com (the “Site”) or any content, materials, or resources provided through it (collectively, the “Services”), you agree to be bound by these Website Terms & Conditions (the “Terms”). If you do not agree, do not use the Site.

These Terms apply to Site visitors and prospective clients. If you become a client, the services we perform for you will be governed by a separate written engagement agreement (the “Engagement Agreement”). If there is a conflict between these Terms and an Engagement Agreement, the Engagement Agreement controls for client services.

2) Who We Are

CFO Forge LLC (the “Company,” “we,” “us,” “our”) is a California limited liability company providing fractional CFO and related advisory services.

Contact:
Email: support@cfoforge.com
Mailing Address: 962 Turtle Crest Dr, Irvine, CA 92603

3) Informational Content Only; No Professional Advice

The Site contains general business/finance information. Nothing on the Site constitutes legal, tax, accounting, audit, investment, or other professional advice. You should consult your own qualified professionals before making decisions.

No CPA Firm Representation. Unless explicitly stated in a signed Engagement Agreement, CFO Forge LLC is not acting as a public accountancy firm and does not provide attest services (e.g., audits, reviews, compilations) regulated by California Board of Accountancy. IRS Circular 230 Notice. Any U.S. federal tax information on the Site is not intended to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code or promoting/marketing to another party.

4) No Client Relationship Through Site

Your use of the Site or submission of a contact form does not create a client relationship. A client relationship arises only when we both sign a written Engagement Agreement.

5) Eligibility Using Site

Your use of the Site or submission of a contact form does not create a client relationship. A client relationship arises only when we both sign a written Engagement Agreement.

  • Attempt to interfere with the Site’s security or integrity;
  • Scrape, crawl, or harvest data except as allowed by robots.txt;
  • Upload malicious code; or
  • Use the Site for unlawful, infringing, or harmful purposes.

6) Intellectual Property & License to Use the Site

All content on the Site—including text, graphics, logos, icons, images, videos, downloads, and the overall look & feel—is owned by or licensed to the Company and is protected by U.S. and international laws.

We grant you a limited, revocable, non-exclusive, non-transferable license to access and make personal, non-commercial use of the Site. You may not copy, modify, distribute, create derivative works, reverse engineer, or exploit the Site or its content without our prior written permission.

7) Third-Party Links & Tools

All content on the Site—including text, graphics, logos, icons, images, videos, downloads, and the overall look & feel—is owned by or licensed to the Company and is protected by U.S. and international laws.

We grant you a limited, revocable, non-exclusive, non-transferable license to access and make personal, non-commercial use of the Site. You may not copy, modify, distribute, create derivative works, reverse engineer, or exploit the Site or its content without our prior written permission.

8) Scheduling; Discovery Calls; Payments

Discovery or introductory calls scheduled through the Site are informational and do not create a client relationship. If we offer online payment links (e.g., to pay an invoice or deposit), payment processing is performed by third-party processors subject to their terms.