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Terms of Service

Last updated: October 2026

1. Agreement

By accessing or using the ClearPath Profit website (clearpathprofit.com) or engaging our services, you agree to be bound by these Terms of Service. If you do not agree, please do not use our site or services.

2. Services

ClearPath Profit provides business analysis, website design, and CRM and automation services to small and mid-sized businesses. Specific deliverables, timelines, and fees are outlined in individual service agreements or statements of work provided to each client separately.

3. No Professional License Required

ClearPath Profit provides business analysis and consulting services. We are not a licensed accounting firm, law firm, or registered investment advisor. Nothing on this website or in our deliverables constitutes legal, tax, or financial advice. We strongly recommend consulting a licensed CPA or attorney before making significant financial or legal decisions.

4. Accuracy of Information

While we make every effort to provide accurate analysis and recommendations, all financial projections, savings estimates, and ROI calculations are estimates based on the information provided by the client. Actual results may vary. ClearPath Profit does not guarantee specific financial outcomes.

5. Client Responsibilities

Clients are responsible for providing accurate and complete financial information. ClearPath Profit is not liable for errors or omissions in our work that result from inaccurate or incomplete data provided by the client.

6. Intellectual Property

All website code, content, and deliverables produced by ClearPath Profit for a client become the property of that client upon final payment. ClearPath Profit retains the right to reference completed work in its portfolio unless the client requests otherwise in writing.

7. Confidentiality

ClearPath Profit treats all client financial data, business information, and operational details as strictly confidential. We do not share, sell, or disclose client information to third parties except as required by law or as necessary to deliver contracted services.

8. Payment Terms

Payment terms are outlined in individual service agreements. ClearPath Profit reserves the right to pause work on any project with outstanding balances. Retainer services require a minimum 3-month commitment unless otherwise agreed in writing.

9. Limitation of Liability

To the fullest extent permitted by New York law, ClearPath Profit's total liability for any claim arising from our services shall not exceed the total fees paid by the client in the three months preceding the claim. ClearPath Profit is not liable for indirect, incidental, or consequential damages.

10. Governing Law

These Terms are governed by the laws of the State of New York. Any disputes shall be resolved in the courts of Monroe County, New York.

11. Changes to These Terms

We may update these Terms from time to time. Continued use of our website or services after changes are posted constitutes acceptance of the updated Terms.

12. Contact

Questions about these Terms? Reach us at dan@clearpathprofit.com or call (585) 880-2185.