The fine print
Terms of sale and refunds
Last updated 2026-10-16
Who you're buying from
CFO Resource is operated by Dan Allen in Reno, Nevada. Orders are processed by Stripe through Stripe Managed Payments. Stripe acts as the merchant of record and handles payment, sales tax and your receipt, and Stripe's own terms also apply to the transaction.
What you get
Digital downloads (Excel workbooks, PDF guides and text prompt files), available to download immediately after purchase. Stripe emails your receipt. Prices are in U.S. dollars and are one-time unless stated otherwise.
License
A purchase lets you and your own organization's finance team use and modify the files for internal work. You may not resell, share publicly, or redistribute the files or a modified version of them.
Refunds
If the product isn't useful to you, email dallen@cforesource.ai within 30 days of purchase and we'll refund you in full. No form, no hoops.
No professional advice
Products are educational tools provided as-is, without warranty, and are not accounting, tax, legal or investment advice. Example data is fictional. Review every formula and figure before relying on it. See the disclaimer.