What is the Focus Cfo franchisee's responsibility regarding the centralized preparation process for client PSAs?

According to the 2025 Focus Cfo Franchise Disclosure Document, Focus Cfo uses a centralized process for preparing Professional Service Agreements (PSAs) to maintain consistency in contractual language, pricing, and terms. The franchisee is responsible for coordinating the preparation and successful execution of these client PSAs through this centralized process. This means the franchisee acts as the point person for ensuring the PSA is properly prepared and signed.

While Focus Cfo prepares the actual PSA, the franchisee is responsible for initiating and managing the process. The franchisee is authorized to execute Focus CFO's standard PSA on behalf of Focus CFO, but only after it has been prepared and approved through the centralized preparation process. This indicates that franchisees do not have the authority to alter the PSA without written consent from Focus CFO.

This centralized approach aims to protect Focus CFO's system and brand by ensuring all client agreements meet specific standards. It also means that Focus Cfo retains control over the contractual terms and client relationships, while the franchisee focuses on coordinating the necessary steps to finalize the agreement. This division of responsibilities is intended to streamline the client onboarding process and maintain quality control.