AGREEMENT between: 

 Scarlet Thread, LLC 

12225 Clairmonte Ave.

Alpharetta, GA 30009

 (hereinafter referred to as “the Company”)

 and 

The entity/person/customer/client/business who purchases the CFO2GO Offer.

(hereinafter referred to as “Client”)

WHEREAS the Company has agreed to provide services set out in Section 4 hereof to Client and the parties have agreed and do hereby agree that the terms of such agreement be put into writing NOW THEREFORE the parties agree to be bound by the following terms and conditions:

1. The Term 

This agreement shall commence on the day of purchase.  This contract shall be in effect from the date of commencement till the final report is delivered.  After this time, the contract may be renewed if both parties agree and reduce the terms to writing.

2. Scope of Coaching:

Coaching is partnership (defined as an alliance, not a legal business partnership) between the Company and the Client in a thought-provoking and creative process that inspires the client to maximize the Client’s potential. It is designed to facilitate the creation/development of the Client’s goals and to develop and carry out a strategy/plan for achieving those goals. 

3. Company-Client Relationship

A. Company agrees to maintain the ethics and standards of behavior.

B. Client is solely responsible for creating and implementing his/her own physical, mental and emotional well-being, decisions, choices, actions and results arising out of or resulting from the coaching relationship and his/her coaching calls and interactions with the Company. As such, the Client agrees that the Company is not and will not be liable or responsible for any actions or inaction, or for any direct or indirect result of any services provided by the Company. Client understands coaching is not therapy and does not substitute for therapy if needed, and does not prevent, cure, or treat any mental disorder or medical disease.

C. Client further acknowledges and understands the termination policy in accordance with Section 12 of this Agreement.

D. Client acknowledges that coaching is a comprehensive process that may involve different areas of his or her life, including work, finances, health, relationships, education and recreation. The Client agrees that deciding how to handle these issues, incorporate coaching principles into those areas and implementing choices is exclusively the Client’s responsibility.

E. Client acknowledges that coaching does not involve the diagnosis or treatment of mental disorders as defined by the American Psychiatric Association and that coaching is not to be used as a substitute for counseling, psychotherapy, psychoanalysis, mental health care, substance abuse treatment, or other professional advice by legal, medical or other qualified professionals and that it is the Client’s exclusive responsibility to seek such independent professional guidance as needed. If Client is currently under the care of a mental health professional, it is recommended that the Client promptly inform the mental health care provider of the nature and extent of the coaching relationship agreed upon by the Client and the Company.

F. The Client understands that in order to enhance the coaching relationship, the Client agrees to communicate honestly, be open to feedback and assistance and to create the time and energy to participate fully in the program.

4. Scope of Service

CFO2GO LITE ($5000)

  • Financial Health Assessment - Lite

  • Profitability Analysis - Lite

  • Cost Cutting and Expense Management Plan

  • Tax Planning - Profit First quick assessment

  • Strategic Growth Roadmap - Action Plan Only

  • Key Performance Indicators

  • Access to Metrique Solutions for 6 months

  • 3 1:1 Meetings

OR

CFO2GO 

$10,000 one payment   or ___ $5500 in two payments

  • In Depth Financial Health Assessment

  • Deep Dive Profitability Analysis

  • Detailed Pricing Review

  • Pricing Strategy Creation/Update

  • Cash Flow Optimization

  • Cost Cutting and Expenses Management Plan

  • Tax Planning - Complete Profit First Assessment

  • Comprehensive Strategic Growth Roadmap

  • Access to Metrique Solutions for 6 months

  • 3 1:1 Meetings

5. Cancellation Policy

Client agrees that it is the Client's responsibility to notify the Company 24 hours in advance of the scheduled calls/meetings. Company will attempt in good faith to reschedule the missed meeting.

6. Schedule and Meeting Logistics

If rates change before this agreement has been signed and dated, the prevailing rates will apply. The time of the coaching meetings and/or location will be determined by Coach and Client based on a mutually agreed upon time. The Client will initiate all scheduled calls and will call the Coach in the Zoom room at the appointed time. If the Coach will be at any other number for a scheduled call, Client will be notified prior to the scheduled appointment time.

7. Record Retention Policy 

The Client acknowledges that the Company has disclosed his/her record retention policy with respect to documents, information and data acquired or shared during the term of the Company-Client relationship. Such records will be maintained by the Company in a format of the Company’s choice (print or digital/electronic) for a period of not less than 1 year.  

7. Intellectual Property
All materials, including, without limitation, the Company’s logo, all designs, text, graphics, other files, and the selection and arrangement thereof, also termed the “look and feel,” are the proprietary and copyrighted property of the Company. Additionally, any work that is created by Company for the purpose of this agreement is the sole intellectual property of Company. If the Company determines Client has infringed any of Company’s intellectual property rights, appropriate legal action will be instituted. Any deliverables and reports provided will be property of the Client upon completion of services.

Further, Client has a limited to license to view and use the material provided by the Company, however Client does not own the material, thus Client is strictly prohibited from copying, re-engineering, distributing, or otherwise providing access to this information to any other person. 

8. Warranties 

The Company warrants that he/she has the necessary expertise, skill, and experience to provide the Services and will provide unbiased and independent advice with respect to the Services. The Company warrants that he/she will comply with representations and descriptions with respect to the Services including, but not limited to capabilities, performance, completeness, accuracy, characteristics, and specification. The Company warrants that the Services and any material or materials supplied or obtained by the Company or in connection with this agreement will not in any manner or way infringe or violate any third-party proprietary rights including but not limited to any copyright, patent, trademark, trade name, registered design, trade secret, proprietary information, contractual, property, employment, or nondisclosure rights.

9. Indemnity

The Client will indemnify Company against professional loss, damage, costs and expenses which Client may incur, as a consequence of any act, omission, negligence or default of the Company, its employees, assignees or agents in connection with or in performance of the Services.

10. Independence 

The Company is an independent Company and nothing in this Agreement will render it an agent or partner of Client and the Company will not hold itself out as a partner or agent. The Company is retained or engaged by Client only for the purposes and to the extent set forth in this Agreement. The Company’s relation to Client will, during the period or periods of this Agreement, be that of an independent Company and as such the Company will be free to dispose of such portion of its time, energy and skill when the Company is not obligated under this Agreement in such a manner as Company sees fit. This Agreement will not establish a joint venture, agency or partnership between Client and the Company.

11. Confidentiality

The Company will not publicize or advertise this Agreement or any of the terms of this Agreement without the prior written consent of Client.

This coaching relationship, as well as all information (documented or verbal) that the Client shares with the Company as part of this relationship, is bound by the principles of confidentiality. However, please be aware that the Coach-Client relationship is not considered a legally confidential relationship (like the medical and legal professions) and thus communications are not subject to the protection of any legally recognized privilege. The Company agrees not to disclose any information pertaining to the Client without the Client’s written consent. The Company will not disclose the Client’s name as a reference without the Client’s consent. 

Confidential Information does not include information that: (a) was in the Company’s possession prior to its being furnished by the Client; (b) is generally known to the public or in the Client’s industry; (c) is obtained by the Company from a third party, without breach of any obligation to the Client; (d) is independently developed by the Company without use of or reference to the Client’s confidential information; or (e) the Company is required by statute, lawfully issued subpoena, or by court order to disclose; (f) is disclosed to the Company and as a result of such disclosure the Company reasonably believes there to be an imminent or likely risk of danger or harm to the Client or others; and (g) involves illegal activity. The Client also acknowledges his or her continuing obligation to raise any confidentiality questions or concerns with the Company in a timely manner. 

12. Termination 

A. Company adheres to a strict no refunds policy. Client acknowledges and certifies that no one has represented to him/her that refunds are available. Even if Client cannot participate for any reason, including the decision not to participate or changing one’s mind, the Client will continue to be billed according to the terms in Section 5 of this Agreement through the end of the Program Term.   The Company considers this no refund policy a material inducement to entering into this Agreement and would not have done so unless this no refund policy were included.  If Client initiates a chargeback, the Company may issue an additional fee to Client. 

B. Company may determine, in her sole discretion and without requiring disclosure of the reason that the relationship under the Agreement must terminate.  

C. Any termination of this agreement, however occasioned will not affect any accrued rights or liabilities of the other party, nor will it affect the coming into force, or the continuance in force, of any provision hereof which is expressly or by implication intended to come into or continue in force on or after such termination.

D. Upon termination of this agreement each party will promptly return to the other all materials, data and other property of the other held by it.

13. Dispute Resolution

If a dispute arises out of this Agreement that cannot be resolved by mutual consent, the Client and Company agree to attempt to mediate in good faith for up to 30 days after notice given. 

14. Limited Damages

To the maximum extent  permitted under applicable law, Company will not be liable to Client for any indirect, special, incidental, or consequential damages (including but not limited to damages for loss of business, loss of opportunity cost, loss of profits and the like), whether based on breach of contract, breach of warranty, tort (including negligence), or otherwise, even if Company has been advised of the possibility of such damages, and even if a remedy set forth herein is found to have failed of its essential purpose.  Damages, including attorney’s fees and costs, are limited to the amount paid under this agreement. 

15. Entire Agreement 

This Agreement, including exhibits, waivers, releases, and authorizations, supersedes all prior arrangements, agreements, and understandings between the parties. No addition to or modification of any provision of this Agreement will be binding upon the parties unless made by written instrument and signed by an authorized representative of each of the parties.

16. Assignment 

Neither party will assign or transfer this Agreement or any of its rights or obligations herein,

whether in whole or in part without the prior written consent of the other.

17. Notices 

All notices that are required to be given under this agreement will be in writing and will be sent to the address of the appropriate party as set out in this Agreement or such alternative address as the recipient may designate by notice given in accordance with the provisions of this clause. Any such notice may be delivered personally, by first class pre-paid letter, telex or facsimile transmission and will be deemed to have been served if by hand when delivered, if by first class post 48 hours after posting and if by telex or facsimile transmission when dispatched.

18. Waiver

The failure of either party to enforce any provision of this Agreement shall not be construed as a waiver or limitation of that party's right to subsequently enforce and compel strict compliance with every provision of this Agreement.

19. Severance
In the event that one or more of the provisions of this agreement shall be found unenforceable, illegal or invalid, it shall not affect any other provisions of this agreement, and this agreement shall be construed as if the provision found to be unenforceable, illegal or invalid had never been contained in the agreement, or the unenforceable, illegal or invalid provision shall be construed, amended and/or reformed to be made enforceable, legal and valid.

20. Headings 

The headings to and numbering of the clauses of this Agreement are for ease of reference only and will not affect the interpretation, application or construction of this Agreement.

21. Choice of Law 

This Agreement will be governed by and construed in accordance with the Laws of United States. Any dispute which may arise between the parties concerning this Agreement will be determined by the laws of the state of Georgia and the parties hereby submit to the exclusive jurisdiction of the courts of the state of Georgia for such purpose.