Terms & Conditions

Effective Date: July 30, 2026

Welcome to precisecfo.net (the “Site”), operated by Precise MGMT, DBA Precise CFO (“Company,” “we,” “us,” or “our”). By accessing our Site, submitting a form, or opting into our SMS program, you agree to the following Terms & Conditions (“Terms”). Please read them carefully.


1. Program Name

Precise CFO SMS Alerts

This program allows users who opt in to receive text messages from Precise CFO related to appointment reminders, lead follow-up, and CRM-based nurture communications regarding our financial and advisory services.


2. Description of Messages

By opting into Precise CFO SMS Alerts, you may receive text messages regarding:

  • Appointment reminders and scheduling confirmations
  • Follow-up communications related to inquiries you’ve submitted
  • Nurture sequence messages related to our services

Message frequency: Up to 4 messages per month. Message frequency may vary based on your interactions with us.

Message and data rates may apply. Standard messaging rates from your wireless carrier will apply to all SMS communications.


3. Opt-In

You may opt in to Precise CFO SMS Alerts by checking the applicable consent checkbox on our website forms. Consent to receive SMS messages is not a condition of purchasing any goods or services.

You must be 18 years of age or older to opt in to this program.


4. Opt-Out Instructions

You may opt out of receiving text messages at any time by replying STOP to any message you receive from us. After opting out, you will receive one final confirmation message, and no further messages will be sent unless you opt back in.


5. Rejoining Instructions

If you have opted out and wish to resume receiving messages, you may opt back in by replying START to a previous message thread, or by re-submitting your consent through the applicable form on our Site.


6. Help Instructions

For help or questions about the Precise CFO SMS Alerts program, reply HELP to any message, or contact us directly:

Precise MGMT, DBA Precise CFO 165 Broadway, 23rd Floor New York, NY 10006 Email: info@precisemgmt.net Phone: (646) 681-7328


7. Carrier Liability Disclaimer

Carriers are not liable for delayed or undelivered messages. Message delivery is subject to effective transmission from your network operator and cannot be guaranteed by Precise CFO or its service providers.


8. Privacy

Your use of our SMS program and Site is also governed by our Privacy Policy, which explains how we collect, use, and protect your information, including specific terms regarding text messaging originator opt-in data. Please review our Privacy Policy for full details.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.


9. Compliance with Industry Standards

Precise CFO’s SMS program operates in compliance with applicable wireless carrier guidelines, the Telephone Consumer Protection Act (TCPA), CTIA Messaging Principles and Best Practices, and other applicable federal and state laws governing text message communications.


10. Eligibility

Use of our Site and participation in our SMS program is intended for individuals 18 years of age or older. By using our Site or opting into our SMS program, you represent that you meet this age requirement.


11. Changes to These Terms

We reserve the right to update or modify these Terms at any time. Changes will be posted on this page with an updated effective date. Continued use of our Site or SMS program after changes are posted constitutes acceptance of the revised Terms.


12. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law principles.


13. Contact Us

If you have any questions about these Terms, please contact us:

Precise MGMT, DBA Precise CFO 165 Broadway, 23rd Floor New York, NY 10006 Email: info@precisemgmt.net Phone: (646) 681-7328