Terms and Conditions

Welcome to CC Consulting. Please read these Terms and Conditions ("Terms") carefully before using our services. By engaging our services or accessing our website, you agree to be bound by these Terms. If you do not agree, please refrain from using our services.

1. Acceptance of Terms

By using the services provided by CC Consulting ("we", "our", "us"), you ("Client", "you", "your") agree to comply with and be bound by these Terms. These Terms apply to all services including bookkeeping, accounting, tax preparation, payroll, financial reporting, CFO advisory, and any other consulting services we provide.

2. Services Provided

We agree to provide professional financial and consulting services as outlined in your engagement letter or service agreement. The scope, timeline, and deliverables will be clearly defined in the agreement specific to your engagement. Any modifications to the scope must be agreed upon in writing by both parties.

3. Client Responsibilities

To enable us to perform our services effectively, you agree to:

• Provide accurate, complete, and timely information, documents, and data required for the performance of our services.
• Cooperate with our team and respond to inquiries in a timely manner.
• Obtain all necessary consents and permissions to share third-party data with us (e.g., bank statements, payroll data).
• Review all deliverables promptly and notify us of any discrepancies or concerns.
• Maintain copies of all records and data you provide to us.

Failure to meet these responsibilities may delay our services and may affect the accuracy of our work. We are not liable for any penalties, fines, or damages resulting from incomplete or inaccurate information provided by you.

4. Fees and Payment

Our fees are set forth in your engagement letter or as quoted on our Pricing page. Unless otherwise agreed:

• Monthly recurring services are billed in advance or at the beginning of each month.
• Project-based services (e.g., tax preparation) are billed upon completion or as per the payment schedule agreed in the engagement letter.
• Fees are due within 15 days of the invoice date. Late payments may be subject to interest charges of 1.5% per month (or the maximum allowed by law).
• We reserve the right to suspend or terminate services for non-payment.

5. Confidentiality

We treat all client information with strict confidentiality. We will not disclose your non-public personal or financial information to third parties except as necessary to perform our services, as required by law, or with your explicit consent. Our data protection practices are further detailed in our Privacy Policy. This confidentiality obligation survives the termination of our engagement.

6. Intellectual Property

• Our Materials: All reports, templates, financial models, methodologies, and proprietary tools we provide remain our intellectual property. You are granted a non-transferable, non-exclusive license to use them for your internal business purposes only.
• Your Data: All data and documents you provide remain your property. We hold no claim to your business data. Upon termination, we will return or destroy your data as per your instructions, subject to our legal retention obligations.

7. Limitation of Liability

To the fullest extent permitted by law:

• CC Consulting shall not be liable for any indirect, incidental, special, consequential, or punitive damages (including lost profits, lost data, or business interruption) arising out of or related to our services.
• Our total liability to you, whether in contract, tort (including negligence), or otherwise, shall be limited to the total fees paid by you to us for the specific services giving rise to the claim during the 12 months prior to the event giving rise to liability.
• We do not guarantee that our services will be error-free or uninterrupted, but we commit to delivering professional work to the best of our ability.

This limitation applies to all claims, regardless of the theory of liability.

8. Indemnification

You agree to indemnify and hold harmless CC Consulting, its owners, employees, and agents from any claims, losses, liabilities, damages, and expenses (including reasonable legal fees) arising out of or related to your use of our services, your breach of these Terms, or your violation of any law or third-party rights.

9. Termination

• By Client: You may terminate our engagement at any time by providing written notice. You will be responsible for payment for all services performed up to the termination date.
• By Us: We may terminate the engagement if you fail to pay fees, fail to provide necessary information, or breach these Terms. We will provide reasonable notice prior to termination.
• Effect of Termination: Upon termination, we will deliver all completed work product, and you will pay all outstanding fees. Our confidentiality obligations survive termination.

10. Governing Law and Jurisdiction

These Terms shall be governed by and construed in accordance with the laws of the State of Illinois, without regard to its conflict of law principles. Any disputes arising under or in connection with these Terms shall be subject to the exclusive jurisdiction of the federal and state courts located in Cook County, Illinois.

11. Dispute Resolution

In the event of a dispute, the parties shall first attempt to resolve the matter through good-faith negotiation. If the dispute cannot be resolved within 30 days, it shall be submitted to binding mediation or arbitration in accordance with the rules of the American Arbitration Association (AAA), before resorting to litigation. Each party shall bear its own costs for the mediation/arbitration, unless otherwise agreed.

12. Severability

If any provision of these Terms is found to be unlawful, void, or unenforceable, that provision shall be deemed severable and shall not affect the validity and enforceability of the remaining provisions.

13. Entire Agreement

These Terms, together with your specific engagement letter (if any), constitute the entire agreement between you and CC Consulting regarding our services and supersede all prior agreements, understandings, and communications, whether written or oral.

14. Changes to These Terms

We reserve the right to modify these Terms at any time. We will notify you of material changes by email or by posting a prominent notice on our website. Your continued use of our services after the changes take effect constitutes your acceptance of the updated Terms. The "Last updated" date at the top of this page indicates when these Terms were last revised.

15. Contact Information

If you have any questions or concerns about these Terms, please contact us: