Terms & Conditions
Last Updated: February 19, 2026
1) Purpose and Structure of Our Engagement
These Master Terms and Conditions (“Terms”) describe the nature, objectives, and limitations of professional services provided by Douglas Consulting Services, LLC dba Church Finance Pros (“Church Finance Pros,” “CFP,” “we,” “us”). These Terms apply to any client entity (“Client,” “you”) that signs or accepts a CFP proposal (“Proposal”).
When Client accepts a Proposal, an active professional relationship begins (an “Engagement”). The Proposal describes the services and pricing for the Engagement; these Terms describe the general terms, responsibilities, limitations, and policies that govern the Engagement.
2) Order of Precedence
If there is any conflict among documents governing an Engagement, the following order controls (highest to lowest):
- the accepted Proposal and any written amendments agreed by both parties,
- these Terms, and
- any other referenced documents, policies, exhibits, or schedules, only to the extent incorporated and only for matters not addressed above.
3) Scope, Purpose, and Output of Services
CFP will provide professional accounting and related services as described in the Proposal (the “Services”). We will perform only the Services listed in the Proposal at the frequency and within the scope described there.
Our Services are designed to support your financial reporting and operational decision-making. Unless explicitly stated in the Proposal, Services do not include tax return preparation, audit, review, compilation, or other attestation services, and no assurance is provided.
4) Unanticipated Services and Out-of-Scope Work
Only the Services described in the Proposal are included in the Engagement. If you request additional work that is not included in the Proposal, we will quote or describe the added scope before beginning that work. Additional work begins only after written approval (including approval through our proposal or change request process or email).
If an unanticipated need arises (for example, audit support, amended filings, lender requests, or special reports), such work will be performed only after we agree on scope and pricing in writing unless explicitly outlined in the Proposal.
5) Engagement Period
The Engagement begins when the Proposal is accepted (or on the start date stated in the Proposal, if different) and continues until it is terminated in accordance with these Terms or replaced by a newer accepted Proposal.
Unless otherwise agreed, we do not address periods prior to the Engagement start without a separate agreement and pricing.
6) Termination and Notice (30 Days)
Either party may terminate an Engagement with 30 days written notice. During the notice period, CFP will continue providing Services to the extent practicable, provided Client remains current on payment obligations and provides required access and information.
Upon termination, Client agrees to pay for:
- Services performed through the termination effective date, and
- any approved out-of-pocket expenses incurred on Client’s behalf that have not yet been paid.
CFP may apply any deposits or prepayments already received to amounts owed at the time of termination.
7) Our Service and Price Guarantee (Our Commitment to Trust)
CFP stands behind the quality and professional nature of our work. If you are not satisfied with our Services, we ask that you tell us promptly. We want the opportunity to understand what happened, correct issues where possible, and rebuild trust.
If we cannot reach a satisfactory resolution after good-faith efforts, CFP and Client will work toward a fair outcome regarding payment for the Services in question, which may include a partial adjustment or credit, depending on the circumstances. Any adjustment must be agreed in writing.
8) Client Responsibilities
You are responsible for the reliability, accuracy, and completeness of the accounting records, information, and representations you provide. You are also responsible for disclosure of all material and relevant information.
You agree to provide reasonable access to relevant individuals, systems, accounts, and documents, and to respond to our requests in a timely manner so we can keep your work current.
Based on questions and concerns you raise, we may offer professional opinions and describe alternatives we are aware of. Those opinions are based on our training, experience, and the information provided. Decisions remain yours, and responsibility for your financial records, internal controls, and compliance obligations remains with you.
When appropriate, we may suggest you contact your attorney or another specialist.
9) Follow-up and Catch-up Fees; Scheduling Impact; Pauses
CFP schedules time to perform your work based on expected client cooperation and timely receipt of requested information. When we do not receive required access, documents, approvals, or responses, we may be unable to perform Services as scheduled and your work may pause or fall behind.
Follow-up and Catch-up Fees. If CFP must make repeated requests for the same information due to Client non-responsiveness, or if delays cause your work to fall behind and require catch-up effort to resume, CFP reserves the right to assess follow-up and/or catch-up fees. These fees are determined based on CFP’s prevailing rates and fee schedule in effect at the time the fees are assessed (and/or as otherwise communicated to Client in writing).
When practicable, CFP will provide notice that such fees may apply and a reasonable opportunity to avoid them by providing the requested items by a stated deadline.
CFP may pause or reschedule Services until required access or information is received. Continued non-responsiveness may result in suspension of Services and, if unresolved, termination of the Engagement in accordance with these Terms.
10) Billing, Invoicing, and Payment
Billing Model. Fees may be billed on a recurring fixed-fee basis, hourly basis, one-time project basis, or a hybrid, as described in the Proposal.
Authorization to Charge; Payment Method on File. By accepting a Proposal, Client authorizes Church Finance Pros (“CFP”) to charge Client’s payment method on file for amounts due under the Engagement in accordance with the Proposal and these Terms. Client agrees to keep a valid payment method on file at all times during the Engagement.
Recurring Fees Paid in Advance. Recurring fees (including monthly or other periodic fees) are paid in advance of Services and will be automatically charged to the payment method on file either upon acceptance of the Proposal or on the Engagement start date stated in the Proposal (if different). Recurring fees continue to be charged in advance on the cadence stated in the Proposal.
For fixed-fee projects: Payment will be collected before beginning the work.
For training only engagements: For engagements that only include training, we will bill any fixed fee up front. Additional sessions can be purchased for $150/session. You will receive an invoice for additional sessions, due upon receipt.
Other: Where we cannot provide a fixed fee, we will bill the work at our current hourly rate. Upon project completion, an invoice will be provided for payment. For clients with an active payment authorization, any invoices less than $1,000 will be automatically processed. Any invoice for more than $1,000 will be sent for your approval before processing.
Delinquency; Suspension; Collections. CFP reserves the right to suspend Services or withdraw from an Engagement if invoices are delinquent or payment cannot be processed. If collection action is required to collect unpaid balances, Client agrees to reimburse CFP for reasonable costs of collection, including attorneys’ fees where permitted by law.
Taxes and Expenses. Unless otherwise stated in the Proposal, fees are exclusive of applicable taxes and any approved out-of-pocket expenses incurred on Client’s behalf.
11) Ownership of Documents and Work Product
Client Records. All original documents and records provided by Client remain Client’s property.
CFP Materials and Work Product. CFP retains ownership of its proprietary materials and intellectual property, including templates, manuals, checklists, questionnaires, report formats, methodologies, training materials, and engagement documents, whether provided in digital or physical form (“CFP Materials”). CFP may use and reuse CFP Materials and general know-how developed during the Engagement, provided Client confidential information is not disclosed.
Client’s Use. Subject to payment of all amounts due, Client is granted a limited, non-transferable license to use deliverables provided by CFP for Client’s internal business purposes. Client will not reproduce or distribute CFP Materials to third parties except as necessary for Client’s internal operations (for example, sharing reports with internal staff or professional advisors) and as permitted by law.
CFP may retain copies of records and workpapers as reasonably necessary for our files and compliance obligations.
12) Confidentiality; Client Privacy Obligations
CFP will treat Client’s non-public information as confidential and will not disclose it except as required or allowed by law, or with Client’s express consent. This obligation may continue even after the Engagement ends.
Client is responsible for compliance with any privacy, security, and disclosure obligations applicable to Client’s industry and operations. If Client’s business requires heightened safeguards beyond CFP’s standard practices, Client must notify CFP in advance so both parties can determine whether accommodations are feasible.
13) Third-Party Services and Providers
Unless you instruct otherwise in writing, Client authorizes CFP to use reputable third-party service providers (including cloud applications, payment processors, and independent contractors) to facilitate delivery of the Services. CFP will take reasonable steps to require such providers to protect Client confidential information in connection with the services they perform for CFP.
Client understands that third-party providers have their own terms and conditions and operational risks (including outages). Client remains responsible for maintaining appropriate backups and records and for decisions regarding reliance on third-party systems.
14) Electronic Communications
CFP and Client may communicate via email and other electronic methods. Client acknowledges that standard email may carry security and delivery risks. CFP will use reasonable safeguards consistent with our practices. If Client requests secure communication methods and CFP offers an available alternative, the parties will use the agreed method for sensitive information when practicable.
15) Record Retention
CFP retains engagement-related records in accordance with CFP’s record retention policies and applicable law. Client remains responsible for maintaining original records and for retaining copies of any reports or documents Client needs for legal, operational, or historical purposes. Catastrophic events, vendor limitations, or system changes may affect long-term availability of stored records.
If the Engagement ends and third-party subscriptions were used in delivering Services, CFP may offer a transition of those subscriptions to Client where feasible. Any transition timing, responsibilities, and related fees (if applicable) will be communicated in writing.
16) Scope Limitations; Reliance; No Assurance; Fraud and Illegal Acts
Our Services are not designed to, and may not, disclose errors, irregularities, or illegal acts (including fraud) that may exist. We will inform you of matters that come to our attention, as appropriate.
We rely on the accuracy and completeness of the information you provide. We are not responsible for identifying and communicating deficiencies or material weaknesses in internal controls unless expressly included in the Proposal.
17) Indemnification
Client will indemnify and hold harmless CFP from and against losses, claims, damages, and expenses (including reasonable attorneys’ fees) arising out of or relating to Client’s negligence, willful misconduct, dishonesty, or material failure to meet obligations under the Engagement, to the extent such losses are caused by Client’s conduct.
18) Limitation of Liability
To the maximum extent permitted by law, CFP’s total liability arising out of or relating to an Engagement will not exceed the fees paid by Client to CFP for the Services giving rise to the claim. To the maximum extent permitted by law, CFP will not be liable for consequential, incidental, special, exemplary, or punitive damages, or for lost profits or revenues.
19) Governing Law; Venue; Attorneys’ Fees
The Engagement will be governed by the laws of the state where CFP’s principal place of business is located, without regard to conflict-of-law rules. Any action relating to the Engagement must be brought in the state or federal courts located in that state, and both parties consent to jurisdiction and venue there.
If either party brings an action concerning the outcome, quality, or timeliness of the Services or other matters related to an Engagement, the prevailing party is entitled to recover reasonable attorneys’ fees and costs to the extent permitted by law.
20) Entire Agreement; Changes
The accepted Proposal and these Terms contain the entire agreement between the parties regarding the Services described in the Proposal and supersede prior understandings on that subject. Any modification must be in writing and accepted by both parties.
21) Acceptance
By signing or accepting a Proposal, Client confirms that the signer is authorized to bind Client and that Client has read and agrees to these Terms.