Terms of Service
Last updated: January 1, 2025
1. Services
Level provides fractional CFO services, financial analysis, job costing, cash flow management, tax strategy, and related financial advisory services to contractors. Our services are advisory in nature and do not constitute legal, tax, or investment advice.
2. Eligibility
Our services are designed for contractors and construction businesses in the United States with annual revenue between $3M and $30M. By using our services, you represent that you have the authority to bind your company to these terms.
3. Data Access
To provide our services, you grant Level access to your financial data through integrations with your accounting software (e.g., QuickBooks) and field service platforms. You retain ownership of all your data.
4. Fees and Payment
Service fees are outlined in your engagement agreement. The initial profitability audit is free. Monthly retainers are billed at the beginning of each month. All fees are non-refundable unless otherwise specified in writing.
5. No Long-Term Contracts
Level operates on a month-to-month basis. You may cancel your engagement at any time with 30 days written notice. There are no long-term commitments or early termination fees.
6. Confidentiality
We treat all client financial data as strictly confidential. We will not disclose your financial information to any third party without your written consent, except as required by law.
7. Limitation of Liability
Level's liability is limited to the fees paid for the services in question. We are not liable for business decisions made based on our analysis. Our services supplement but do not replace professional CPA, legal, or investment advice.
8. Intellectual Property
All frameworks, tools, templates, and methodologies used by Level remain our intellectual property. You receive a license to use deliverables for your business purposes during and after the engagement.
9. Governing Law
These terms are governed by the laws of the State of California. Any disputes arising from these terms will be resolved through binding arbitration.
10. Contact
For questions about these terms, contact us at [email protected].