Terms of Service
Effective Date: December 13, 2023
Last Updated: April 18, 2025
Website: https://dxsconsult.com
Business Name: DXS Consulting LLC
Contact: support@dxsconsult.com | 469.434.6460
1. Acceptance of Terms
By accessing or using this website or engaging DXS Consulting for services, you agree to be bound by these Terms of Service. If you do not accept these terms, please discontinue use of the website and services.
2. Services Provided
DXS Consulting provides financial consulting services, including but not limited to:
- Fractional CFO services
- Financial planning and forecasting
- Bookkeeping oversight
- Tax planning coordination
- Financial modeling
- Business advisory support
Services may be tailored per client engagement agreements and are intended for informational and advisory use. We do not offer legal, tax, or investment advice unless explicitly stated through our retained professionals.
3. Appointments & Consultations
Appointments scheduled via Calendly are subject to availability and confirmation. By scheduling a consultation, you agree to provide accurate contact details and to attend at the scheduled time. Missed appointments may not be rescheduled without notice. We reserve the right to cancel or reschedule any session.
4. Payments & Fees
- Invoices are due upon receipt unless otherwise agreed in writing.
- Ad hoc projects require a 50% deposit upfront before work begins. The remaining balance is due upon project completion or as agreed in writing.
- All payments received for ad hoc projects are non-refundable once work has begun.
- A late fee of 1.5% per month (or the maximum allowed by law) may be applied to past due balances.
- We reserve the right to pause or terminate services for unpaid invoices.
- Returned payments may incur a $35 service fee.
You agree to be responsible for any reasonable collection or legal fees incurred in recovering unpaid balances.
5. Confidentiality & Document Sharing
Any documents or business information you share with us—via our secure portal (Softr) or other tools—are kept strictly confidential. Access to your files is limited to relevant team members and subcontractors bound by confidentiality obligations.
We implement reasonable safeguards, but you acknowledge that no method of data transmission over the internet is 100% secure.
6. Client Termination Policy
You may cancel services at any time by providing written notice. However:
- Monthly retainers require a 30-day written notice prior to cancellation to avoid billing for the next monthly cycle.
- Ad hoc projects may be terminated at any time, and work will stop immediately upon written notice. You will be invoiced for any work completed up to the date of termination.
- DXS Consulting reserves the right to terminate services immediately for non-payment, breach of terms, or unethical conduct.
7. Intellectual Property
All website content, branding, and service materials are owned by DXS Consulting unless otherwise credited. You may not reproduce, modify, or distribute any content without express written permission.
8. Limitation of Liability
To the fullest extent permitted by law, DXS Consulting disclaims liability for any indirect, incidental, or consequential damages arising from your use of our website or services. Services are provided “as-is” with no express or implied warranties, including accuracy, timeliness, or fitness for a particular purpose.
No Guarantee Clause: DXS Consulting does not guarantee any specific financial outcome, savings, or valuation result. Strategic decisions and implementation are solely the responsibility of the client.
Disclaimer: DXS Consulting LLC does not provide audit, review, or compilation services as defined by the American Institute of Certified Public Accountants (AICPA). All financial insights, forecasts, and reports delivered are intended solely for internal management use and strategic planning purposes. They are not intended to serve as assurance for third parties such as banks, investors, or regulatory agencies.
9. Indemnification
You agree to indemnify, defend, and hold harmless DXS Consulting LLC, its affiliates, team members, and subcontractors from any claims, liabilities, losses, or damages (including attorney’s fees) arising out of your use of the services, your violation of these Terms, or your infringement of any third-party rights.
10. Force Majeure
DXS Consulting shall not be held liable for any failure or delay in performance due to causes beyond its reasonable control, including but not limited to acts of God, natural disasters, internet or power outages, labor disruptions, governmental actions, or pandemics.
11. Third-Party Services
We utilize third-party platforms such as:
- Calendly (appointment scheduling)
- Softr (secure document portal)
- Square (payment processing)
Your use of these services is subject to their respective terms and privacy policies. We are not responsible for their performance, security, or data handling beyond our contractual relationship.
12. Governing Law
These Terms are governed by the laws of the State of Texas, without regard to conflict of law provisions. Any legal actions arising from these Terms or services provided shall be filed in the state or federal courts located in Dallas County, Texas, and you consent to personal jurisdiction therein.
13. Severability
If any provision of these Terms is found to be invalid or unenforceable, that provision will be enforced to the maximum extent possible, and the remaining provisions will remain in full force and effect.
14. Entire Agreement
These Terms constitute the entire agreement between DXS Consulting LLC and the Client regarding the subject matter herein and supersede any prior oral or written communications.
15. Modifications
We may update these Terms from time to time. Updates will be posted on this page with a new effective date. Continued use of our site or services after changes constitutes acceptance of the revised Terms.
16. Contact Us
For questions or concerns about these Terms:
📍 DXS Consulting LLC, 2435 N Central Expressway, 12th Floor, Richardson, TX 75080
📧 support@dxsconsult.com
📞 469.434.6460