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CLIENT ENGAGEMENT LETTER
Date: July 27, 2026
Between:
Service Provider: 10xCFO Group (TM) ("Advisor")
Client: [Client Name]
Company: [Company]
Address: [Address]
Email: [Email]
Phone: [Phone]
1. SCOPE OF SERVICES
Advisor will provide fractional CFO, controller, and financial advisory services as described below:
[Scope of Work]
The specific deliverables, cadence, and meeting schedule will be confirmed in writing (email is sufficient) at the start of the engagement and may be adjusted by mutual written agreement.
2. ENGAGEMENT START DATE
The engagement begins on [Start Date] and continues on a month-to-month basis until terminated under Section 7.
3. FEES AND PAYMENT
Client agrees to pay Advisor [Fee].
- Monthly retainer fees are invoiced in advance on the first business day of each month and are due on receipt.
- One-time project fees are invoiced 50% at engagement start and 50% on completion, unless otherwise agreed in writing.
- Out-of-pocket expenses (travel, software seats purchased on Client's behalf, etc.) are billed at cost with prior approval.
- Past-due balances accrue interest of 1.5% per month. Advisor may pause work on balances more than 15 days overdue.
4. RESPONSIBILITIES OF CLIENT
Client agrees to provide timely access to financial records, accounting systems, and personnel reasonably required for Advisor to perform the services, and to make decisions on the matters Advisor brings forward.
5. NATURE OF SERVICES
Advisor provides advisory and consulting services only. Advisor does not provide legal services, audit services, investment advice, or business valuation opinions unless engaged separately by an appropriately licensed professional. All deliverables are for Client's internal business decision-making. Client retains sole responsibility for all financial, operational, tax, legal, and investment decisions.
6. CONFIDENTIALITY
Each party will treat the other's non-public business and financial information as confidential and will not disclose it to any third party except (a) to perform the services with Client's consent (e.g., coordinating with Client's CPA or attorney), or (b) as required by law. This obligation survives termination.
7. TERM AND TERMINATION
Either party may terminate this engagement on fifteen (15) days' written notice (email acceptable). On termination, Client remains responsible for all fees earned and expenses incurred through the termination date, and Advisor will deliver completed work product upon payment of any outstanding balance.
8. INDEPENDENT CONTRACTOR
Advisor performs the services as an independent contractor. Nothing in this letter creates an employment, partnership, joint-venture, or agency relationship.
9. INTELLECTUAL PROPERTY
Reports, dashboards, and deliverables produced specifically for Client become Client's property on full payment. General methodologies, frameworks (including the 10xCFO Group (TM) Clarity to Growth™ system), and reusable templates remain the property of Advisor.
10. LIMITATION OF LIABILITY
Advisor's total liability arising out of or relating to this engagement will not exceed the total fees paid by Client to Advisor in the three (3) months preceding the claim. Neither party is liable for indirect, incidental, consequential, or punitive damages. Services are provided "as is" without warranties of any kind. Advisor does not guarantee specific business outcomes, valuation results, or financing approvals.
11. GOVERNING LAW
This letter is governed by the laws of the State of Texas, without regard to conflict-of-law principles. Any dispute will be brought exclusively in the state or federal courts located in Texas.
12. ENTIRE AGREEMENT
This letter and any written statements of work signed by both parties constitute the entire agreement between the parties on this subject and supersede any prior discussions or proposals.
ACCEPTANCE
By typing your name and clicking "Sign and Submit" below, you ([Client Name], on behalf of [Company]) agree to be bound by the terms of this Engagement Letter. Your typed signature has the same legal effect as a handwritten signature under the federal E-SIGN Act and applicable state law.