B2B CFO comparisonTerms for reading this comparison

Services on this site are provided by Steven Palmieri, Dallas, Texas. Reading and using this site means you accept these terms. The limits written on the Disclosures page are part of these terms. These terms were written for these pages.

Everything here is general information for an owner who is comparing two ways of doing the work. Opening a page does not put you on the client list. Rules land differently on different facts, so confirm anything that would change your return before you act on it.

Statements about the other firm are quotations and descriptions of pages they published. They are not our advice about whether you should hire them.

A call from the calendar page creates no engagement and no ongoing duty. The practice will say what it sees and what an engagement would involve, including when the honest answer is that you do not need one yet. The first paid month starts only after you and this practice have both signed a page that names the scope and the fee.

Fees are quoted for the written scope. Work outside that scope is quoted before it is done. Either side may end an engagement in writing. Fees already earned stay due, and your records come back to you when the work stops.

You remain responsible for complete records and for the decisions you make on this work. The practice will say when something does not tie, and it will not build a return on a month that has not closed.

The writing and the pictures on this practice stay with the practice. You may read a page and quote a sentence if you name the site. You may not copy the site onto another address. These terms are governed by the law of the State of Texas, and any dispute belongs in the courts of Dallas County, Texas.