What agreement must clients sign to receive CFO Services from Focus CFO?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
All contracts with clients for CFO Services must be entered into by Focus CFO and not by Franchisee.
Focus CFO's standard Professional Service Agreement
- ("PSA") is used on all client engagements.
The PSAs are prepared through a centralized preparation process to ensure contractual language, pricing and terms adhere to Focus CFO's standards.
Contract terms cannot deviate from standard document without the written consent of Focus CFO.
Franchisee is responsible for coordinating the preparation and successful execution of client PSAs through the centralized preparation process.
Franchisee is authorized to execute Focus CFO's standard PSA, as prepared and approved by Focus CFO through the centralized preparation process, on behalf of Focus CFO.
- 7.5.2.
Acceptance of new clients is subject to approval by Focus CFO.
Focus CFO will not enter into contracts with businesses or organizations that engage in activities that are not in harmony with the ethical standards of Focus CFO, requesting service outside Focus CFO's identified scope of services or will injure the quality of the Focus CFO Marks.
- 7.5.3.
All client payments are made to Focus CFO.
Focus CFO will pay Franchisee as an independent contractor from the funds received from the clients in accordance with the Compensation Policy as set forth in Attachment B.
- 7.5.4.
Franchisee and CFO licensee are not authorized to provide services to a prospective client until Focus CFO has received a signed copy of the full PSA (all pages) from the client.
Any payments received from businesses where Focus CFO does not have a signed PSA on file, will be returned, with no payments being made to Franchisee on these amounts.
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to the 2025 Focus CFO Franchise Disclosure Document, clients must sign Focus CFO's standard Professional Service Agreement (PSA) to receive CFO services. All contracts with clients for CFO Services must be entered into by Focus CFO and not by the franchisee. The PSAs are prepared through a centralized preparation process to ensure contractual language, pricing, and terms adhere to Focus CFO's standards, and contract terms cannot deviate from the standard document without written consent from Focus CFO. The franchisee is responsible for coordinating the preparation and successful execution of client PSAs through the centralized preparation process and is authorized to execute Focus CFO's standard PSA on behalf of Focus CFO, as prepared and approved by Focus CFO.
Acceptance of new clients is subject to approval by Focus CFO, which will not contract with businesses or organizations that engage in activities not in harmony with Focus CFO's ethical standards, request service outside Focus CFO's identified scope of services, or injure the quality of the Focus CFO Marks. All client payments are made to Focus CFO, which will pay the franchisee as an independent contractor from the funds received from clients, according to the Compensation Policy in Attachment B.
Franchisees and CFO licensees are not authorized to provide services to a prospective client until Focus CFO has received a signed copy of the full PSA from the client. Any payments received from businesses where Focus CFO does not have a signed PSA on file will be returned, with no payments being made to the franchisee on these amounts. This ensures that all client engagements are standardized and controlled by Focus CFO, protecting the brand and ensuring consistent service delivery.