BLUE GRANITE ADVISORY LLC

Portal terms and end-user license

Effective November 5, 2026.

Scope

Blue Granite Advisory LLC provides the Blue Granite CFO portal to authorized users as part of its client services. These portal terms supplement the client's signed engagement agreement. They do not change the engagement's fees, scope, billing, or cancellation provisions. The current application is a pilot; features and data sources are limited to those actually enabled.

Permission to use

Blue Granite grants authorized users a limited, nonexclusive, nontransferable permission to access the portal for the companies assigned to them and for the purposes of the client engagement. Do not share account credentials, seek access to another client's information, bypass access controls, disrupt the service, or redistribute confidential information without authorization. Report suspected unauthorized access to cheryl@bgbks.com.

Company authorization and data

Only a person with appropriate company authority may authorize a data connection or request changes to company access. Clients retain their rights in their supplied business information. They authorize Blue Granite and its necessary service providers to process that information to deliver the portal and agreed services, subject to the privacy notice and engagement agreement. QuickBooks authorization occurs through Intuit; do not provide your QuickBooks password to Blue Granite. Intuit and QuickBooks are third-party services, and their names do not imply endorsement of this portal.

Financial reports and decisions

Dashboards depend on available source records, account mappings, reporting basis, selected dates, and the latest successful import. Portal availability does not mean data updates continuously. Missing months or unavailable source data may prevent totals from being shown. Review source dates and resolve discrepancies with Blue Granite before relying on a report. The portal does not itself initiate payments or write accounting entries in QuickBooks. No AI analysis is currently enabled. Any future AI-generated insight will require appropriate review and will not guarantee a financial outcome.

Availability, support, and offboarding

Service may be interrupted by maintenance, provider outages, expired authorization, or account access changes. Contact cheryl@bgbks.com for support or a request to export data, disconnect a source, or close portal access. Disconnection and deletion are separate requests. Access may end when the engagement ends, the client requests revocation, or protection of the service requires it. Retention and any offboarding services follow the privacy notice, applicable obligations, and the engagement agreement. Keep independently required business records in the appropriate systems.