Terms of Service

1. Who we are

Growing Pro CFO is a service of Help Grow Pro LLC, a Washington limited liability company based in Peshastin, WA. These terms govern your use of helpgrowpro.com and any services you purchase from us. By using the site or engaging our services, you agree to these terms.

2. What we do, and what we do not do

We provide bookkeeping and management advisory services. That includes transaction categorization, account reconciliation, monthly financial reports, financial dashboards, scorecards, and advisory conversations about your business and its numbers.

3. Engagements and fees

Each client engagement is described in an engagement agreement that states the services, the monthly fee, and any one time setup fees. Unless your engagement agreement says otherwise:

• One time setup fees, including books cleanup work, are due before work begins and are not refundable once work has started.
• Monthly service fees are billed in advance and are not refundable for months in which services were delivered, except as provided by a written guarantee.
• Month to month engagements may be canceled with 30 days written notice.
• If you choose an annual engagement with a waived setup fee and cancel before the term ends, the waived setup fee becomes due, as stated in your engagement agreement.

4. Guarantees

Our published guarantees, including the 3x Guarantee, are honored as written in your engagement agreement. Where a guarantee provides for a refund, the refund applies to advisory fees for the guarantee period, as stated in your engagement agreement; setup and bookkeeping fees for delivered work are not refundable. Guarantees are conditional on you meeting your client responsibilities in section 5. Found money amounts refer to dollars we identify and present to you, such as miscategorized expenses, unused subscriptions, billing errors, potential deductions to raise with your tax professional, uncollected invoices, and pricing observations. Financial results from acting on findings depend on your business and your decisions, and are not guaranteed.

5. Your responsibilities

• Provide accurate and complete information about your business and accounts.
• Maintain the account connections we need to do the work, and fulfill document requests within 48 business hours.
• Engage with your monthly financial reviews, and attend any scheduled advisory sessions prepared.
• Review monthly reports and tell us promptly about anything that looks wrong.
• Retain your own qualified tax professional for tax matters.

6. Access to your data

You grant us read access to the financial accounts and systems needed to deliver the services. We do not move money, initiate payments, or execute transactions in your accounts. Our access is for bookkeeping, reporting, and advisory purposes only.

7. Confidentiality

We treat your financial information as confidential and use it only to deliver the services. We do not sell your data. We may use aggregated, anonymized statistics across clients, such as average savings found, in our marketing, in a form that cannot identify you or your business.

8. Intellectual property

The dashboards, scorecards, templates, software configurations, and methods we use remain the property of Help Grow Pro LLC. Your financial data is yours. If the engagement ends, you keep your books and your data, and we will assist with a reasonable handoff.

9. Limitation of liability

To the maximum extent permitted by law, the total liability of Help Grow Pro LLC arising out of or related to the services is limited to the fees you paid us in the 12 months before the claim arose. We are not liable for indirect, incidental, consequential, or punitive damages, or for decisions you make based on the information and advice we provide. Some jurisdictions do not allow certain limitations, so parts of this section may not apply to you.

10. Termination

Either party may end an engagement as described in the engagement agreement. We may suspend or end services for nonpayment or for conduct that prevents us from doing the work. Sections 4 and 7 through 9 survive termination.

11. Governing law and disputes

These terms are governed by the laws of the State of Washington. Any dispute that cannot be resolved informally will be settled by binding arbitration in Chelan County, Washington. You agree to bring claims individually and not as part of a class action.

12. Text messaging (SMS) program

If you provide your mobile number and opt in, Growing Pro CFO, a service of Help Grow Pro LLC, may send you text messages related to your account and the requests you make of us. This includes appointment confirmations and reminders, replies and follow ups to inquiries you start with us, and occasional service updates. We do not send unsolicited marketing text messages.

• Opt out at any time. Reply STOP to any message to cancel. You will receive one confirmation message and then no further texts.
• Need help? Reply HELP, or contact us at the support details below.
• Message frequency varies based on your activity with us.
• Message and data rates may apply, depending on your mobile carrier and plan.
• Mobile carriers are not liable for delayed or undelivered messages.
• The SMS program is available to individuals who are 18 years of age or older.
• Consent to receive text messages is not a condition of purchasing any product or service.

For how we handle mobile information, including our commitment that text messaging opt in data and consent are never shared with third parties for their own marketing, see our Privacy Policy. For support, contact [email protected] or call (509) 300-5908.

13. Changes to these terms

We may update these terms from time to time. The current version always lives at this page, with the date above. Continued use of the site or services after a change means you accept the updated terms.