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Terms of Service

Effective Date: March 22, 2026

These Terms of Service (“Terms”) govern your access to and use of the website and professional services offered by Futurise Growth Partners, LLC (“FGP,” “we,” “us,” or “our”). By visiting our website, submitting an inquiry, or engaging our services, you (“Client” or “you”) agree to be bound by these Terms.

These Terms apply to all visitors, prospective clients, and current clients. Where a separate engagement letter or service agreement exists between you and FGP, the terms of that agreement shall govern the specific engagement. These Terms apply to all other aspects of your relationship with us.

1. Services

FGP provides professional tax, accounting, strategic finance, and business advisory services to small and mid-sized businesses. Our service offerings include, but are not limited to:

  • Tax preparation and filing (business and individual)
  • Bookkeeping and accounting
  • Fractional CFO and strategic finance advisory
  • Business consulting and growth strategy

The specific scope of services provided to each client will be defined in a signed engagement letter or service agreement. FGP reserves the right to decline any engagement at its sole discretion.

2. Client Responsibilities

The quality and timeliness of FGP’s work depends significantly on your cooperation and the accuracy of information you provide. As a client, you agree to:

  • Provide complete, accurate, and timely information, documents, and access necessary for FGP to perform the agreed-upon services
  • Notify FGP promptly of any changes in your business, financial situation, or circumstances that may affect the services being rendered
  • Review all work product, reports, and filings provided by FGP and communicate any questions or corrections in a timely manner
  • Maintain appropriate records and documentation as required by applicable law
  • Designate an authorized representative to communicate with FGP on your behalf, if applicable

FGP is not responsible for errors, omissions, penalties, or damages arising from inaccurate, incomplete, or untimely information provided by the client.

3. Fees and Payment

A. Fee Structure

FGP’s fees vary by engagement type and will be specified in your engagement letter or proposal. Depending on the nature and scope of services, fees may be structured as:

  • Monthly Retainer: Ongoing advisory, bookkeeping, fractional CFO, or accounting engagements are typically billed on a recurring monthly basis. The retainer amount will be specified in your engagement letter.
  • One-Time Flat Fee: Discrete projects such as tax preparation, financial analysis, or specific consulting engagements may be billed as a single flat fee, as outlined in your engagement letter or proposal. A deposit may be required prior to commencement of work.

FGP reserves the right to adjust fee structures upon thirty (30) days written notice to active retainer clients.

B. Payment Terms

  • Monthly retainer fees are due on the first (1st) of each billing cycle unless otherwise specified in your engagement letter.
  • One-time flat fees are due as outlined in your engagement letter or proposal, which may include a partial or full upfront payment before work begins.
  • Invoices unpaid after thirty (30) days from the due date may be subject to a late fee of 1.5% per month on the outstanding balance, or the maximum rate permitted by applicable law, whichever is lower.
  • FGP reserves the right to pause or suspend services on any account with an outstanding unpaid balance of thirty (30) days or more, until payment is received in full.

C. Disputed Invoices

If you believe an invoice contains an error, you must notify FGP in writing within fifteen (15) days of receipt. Undisputed portions of an invoice remain due by the original due date. FGP will work in good faith to resolve any billing disputes promptly.

D. Taxes

You are responsible for all applicable taxes, levies, or duties imposed by taxing authorities on fees paid to FGP, excluding income taxes on FGP’s own revenue.

4. Term and Termination

A. Term

These Terms remain in effect for the duration of your relationship with FGP, including any active engagement. Individual engagements begin on the start date specified in your engagement letter and continue until terminated in accordance with this section.

B. Termination by Either Party

Either party may terminate an ongoing engagement by providing thirty (30) days written notice to the other party. Notice must be delivered via email or written correspondence to the contact information on file. Termination of a specific engagement does not affect any other active engagement or outstanding obligations under these Terms.

C. Termination for Cause

FGP may terminate an engagement immediately, without the 30-day notice period, in the event of:

  • Client non-payment of fees outstanding for sixty (60) days or more
  • Client’s material breach of these Terms or the applicable engagement letter
  • Client providing fraudulent, misleading, or materially inaccurate information
  • Circumstances that would require FGP to violate applicable professional standards, laws, or regulations

D. Effect of Termination

Upon termination of any engagement:

  • All outstanding fees for services rendered through the termination date become immediately due and payable
  • For monthly retainer engagements, fees for the current billing cycle will not be refunded if termination occurs mid-cycle, unless otherwise agreed in writing
  • For one-time flat fee engagements, FGP will invoice for the portion of work completed on a pro-rated basis if the project is terminated prior to completion
  • FGP will provide reasonable transition assistance and return client-owned documents and materials upon request within a reasonable timeframe

5. Confidentiality

FGP recognizes that clients share sensitive financial and business information in the course of our engagement. We treat all client information as strictly confidential and will not disclose it to any third party except:

  • As necessary to perform the agreed-upon services (e.g., filing with tax authorities or coordinating with client-authorized third parties)
  • As required by law, regulation, court order, or applicable professional standards
  • With your prior written consent

Our confidentiality obligations survive the termination of any engagement. All FGP team members and contractors are bound by confidentiality obligations consistent with this policy.

6. Intellectual Property

A. Client Materials

All documents, data, and information provided by you to FGP remain your sole property. FGP will not use your materials for any purpose other than performing the agreed-upon services.

B. FGP Work Product

Upon receipt of full payment of all fees due, FGP grants you a non-exclusive license to use the deliverables prepared specifically for your engagement, including financial reports, tax returns, and strategic analyses. FGP retains full ownership of all underlying methodologies, templates, frameworks, tools, processes, and proprietary systems used to create those deliverables.

Nothing in these Terms transfers ownership of FGP’s intellectual property to the client.

7. Disclaimer of Warranties

FGP’s services are provided on a professional “best efforts” basis. While we are committed to delivering accurate, high-quality work, we make no guarantees regarding specific financial outcomes, tax savings, business growth results, or regulatory approvals.

FGP EXPRESSLY DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE OR GUARANTEES OF SPECIFIC FINANCIAL OR BUSINESS RESULTS. Tax laws, regulations, and business conditions are subject to change, and FGP’s services reflect our professional judgment based on information available at the time of the engagement.

Nothing in these Terms or in any FGP deliverable constitutes legal advice. Clients are encouraged to consult qualified legal counsel for matters requiring legal interpretation or representation.

8. Limitation of Liability

To the maximum extent permitted by applicable law, FGP’s total cumulative liability to you for any and all claims arising out of or related to these Terms or the services provided — whether based on contract, tort, negligence, or any other legal theory — shall not exceed the total fees paid by you to FGP in the three (3) calendar months immediately preceding the event giving rise to the claim.

In no event shall FGP be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to lost profits, lost revenue, loss of business opportunity, loss of data, or business interruption, even if FGP has been advised of the possibility of such damages.

This limitation of liability reflects a fundamental element of the basis of the bargain between FGP and its clients and applies to the fullest extent permitted by law.

9. Indemnification

You agree to indemnify, defend, and hold harmless FGP, its members, officers, employees, and contractors from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to:

  • Your breach of these Terms or any applicable engagement letter
  • Your provision of inaccurate, incomplete, or misleading information to FGP
  • Your violation of any applicable law or regulation
  • Any third-party claims arising from your use of FGP’s work product in a manner not authorized or recommended by FGP

10. Independent Contractor Relationship

FGP and its personnel provide all services as independent contractors. Nothing in these Terms or any engagement letter creates an employment, partnership, joint venture, or agency relationship between FGP and the client. FGP retains the right to determine the means and methods by which services are performed, consistent with applicable professional standards.

11. Website Use

Your use of the FGP website is subject to the following conditions:

  • Content on our website is provided for general informational purposes only and does not constitute professional tax, accounting, legal, or financial advice
  • You may not use our website for any unlawful purpose or in a manner that could damage, disable, or impair the website or interfere with other users
  • You may not attempt to gain unauthorized access to any portion of our website, systems, or networks
  • FGP reserves the right to modify, suspend, or discontinue any aspect of the website at any time without notice

Links to third-party websites are provided for convenience only. FGP does not endorse and is not responsible for the content, accuracy, or practices of any linked third-party sites.

12. Governing Law and Dispute Resolution

A. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of North Carolina, without regard to its conflict of law provisions.

B. Dispute Resolution

In the event of a dispute arising out of or relating to these Terms or any engagement, the parties agree to first attempt to resolve the matter through good-faith negotiation. If the dispute cannot be resolved informally within thirty (30) days, either party may pursue resolution through binding arbitration or in the courts of Wake County, North Carolina, as mutually agreed upon in writing.

13. Force Majeure

FGP shall not be liable for any delay or failure to perform its obligations under these Terms due to causes beyond its reasonable control, including but not limited to acts of God, natural disasters, government actions, pandemics, power outages, cyberattacks, or failures of third-party service providers. FGP will notify affected clients as promptly as practicable and resume performance as soon as reasonably possible.

14. Modifications to These Terms

FGP reserves the right to update or modify these Terms at any time. When changes are made, we will revise the Effective Date at the top of this document and post the updated Terms on our website. For active clients, material changes will be communicated via email with at least thirty (30) days advance notice. Your continued use of our services following the effective date of any changes constitutes your acceptance of the updated Terms.

15. Severability and Entire Agreement

If any provision of these Terms is found to be unenforceable or invalid under applicable law, that provision shall be modified to the minimum extent necessary to make it enforceable, and the remaining provisions shall continue in full force and effect.

These Terms, together with your applicable engagement letter or service agreement, constitute the entire agreement between you and FGP with respect to the subject matter herein and supersede all prior or contemporaneous communications, representations, or agreements, whether written or oral.

16. Contact Us

For questions about these Terms or your engagement with FGP, please contact us at:

Futurise Growth Partners, INC

Chapel Hill, North Carolina

Email: helen.zhang@futurisegp.com

Website: www.futurisegp.com

These Terms of Service were prepared for internal use by Futurise Growth Partners, INC. They do not constitute legal advice. FGP recommends periodic review by qualified legal counsel.