Master Service Agreement
Effective Date: June 1, 2026
Last Updated: June 1, 2026
This Master Service Agreement (“Agreement”) is entered into between Revenue Partner Pros, LLC, an Indiana limited liability company (“RPP”), and the client identified in the applicable order confirmation or purchase record (“Client”). By purchasing services from RPP, Client agrees to be bound by these terms.
1. Services
RPP will provide financial intelligence dashboard services, ASC 606 compliance support, financial modeling, advisory consulting, and related services as described in the applicable order confirmation (“Services”). The specific scope, deliverables, and timeline for each engagement are defined at the time of purchase or in a separate Statement of Work. RPP reserves the right to modify, discontinue, or update its service offerings with 30 days written notice to active clients.
2. Payment Terms
Subscription services are billed quarterly in advance. A la carte and project-based services are billed as specified at the time of purchase. All amounts are in US dollars. Payment is due upon purchase for subscription and a la carte services. For project-based engagements, RPP may require a deposit prior to commencing work as specified in the applicable Statement of Work.
Overdue balances accrue interest at 1.5% per month (18% per annum) or the maximum rate permitted by Indiana law, whichever is less. RPP reserves the right to suspend services for accounts more than 15 days past due.
3. Cancellation and Refunds
Cancellation and refund terms are governed by RPP’s Refund and Cancellation Policy, available at revenuepartnerpros.com/pages/refund-policy, which is incorporated into this Agreement by reference.
4. Confidentiality
Each party agrees to keep confidential all non-public information disclosed by the other party in connection with the Services (“Confidential Information”). Confidential Information includes, without limitation: Client financial data, business records, strategic information, and RPP’s methodologies, pricing, and proprietary tools.
Confidential Information may not be disclosed to third parties except: (a) with prior written consent; (b) to employees or contractors who need it to perform the Services and are bound by equivalent confidentiality obligations; or (c) as required by law, court order, or regulatory authority, with prompt prior notice to the disclosing party where legally permitted.
Confidentiality obligations survive termination of this Agreement for a period of five (5) years.
5. Data Handling and Security
RPP processes Client financial data solely to deliver the contracted Services. Client data is stored on Microsoft Azure infrastructure with enterprise-grade security controls, delivered via Microsoft Power BI Premium Per User with client-level isolation, and ingested through Files.com with encrypted transmission and access controls.
RPP does not sell, license, or share Client data with third parties except as necessary to deliver Services (as described in RPP’s Privacy Policy) or as required by law. Upon termination, RPP retains Client data for 90 days, during which Client may request return or deletion. Thereafter, Client data is securely destroyed.
6. Intellectual Property
RPP retains all intellectual property rights in its methodologies, frameworks, templates, software tools, KPI classifications, and proprietary processes. Client is granted a non-exclusive, non-transferable license to use RPP’s deliverables and dashboard outputs for internal business purposes during the term of the applicable engagement.
Custom deliverables created specifically for Client (financial models, written analyses, custom frameworks) are owned by Client upon receipt of full payment. Dashboard access is a licensed right that terminates upon subscription cancellation or non-payment.
7. Acceptable Use
Client agrees not to: share dashboard login credentials with unauthorized parties; reverse engineer RPP’s methodologies, tools, or KPI frameworks; use RPP’s services for any unlawful purpose; misrepresent RPP’s services or outputs to third parties; or sublicense, resell, or transfer access to RPP’s services without prior written authorization.
8. Warranties and Disclaimers
RPP warrants that its Services will be performed by qualified personnel in a professional manner consistent with applicable GAAP and ASC 606 standards.
RPP IS NOT A LICENSED ACCOUNTING FIRM, REGISTERED INVESTMENT ADVISOR, OR TAX ADVISOR. NOTHING IN RPP’S SERVICES CONSTITUTES AUDITING, TAX ADVICE, INVESTMENT ADVICE, OR LEGAL ADVICE. ALL FINANCIAL ANALYSES, DASHBOARDS, AND DELIVERABLES ARE FOR INFORMATIONAL AND DECISION-SUPPORT PURPOSES ONLY. CLIENT IS SOLELY RESPONSIBLE FOR ALL BUSINESS DECISIONS MADE IN RELIANCE ON RPP’S OUTPUTS.
EXCEPT AS EXPRESSLY STATED ABOVE, RPP PROVIDES SERVICES “AS IS” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.
9. Limitation of Liability
RPP’S TOTAL CUMULATIVE LIABILITY TO CLIENT ARISING OUT OF OR RELATED TO THIS AGREEMENT WILL NOT EXCEED THE TOTAL FEES PAID BY CLIENT TO RPP IN THE THREE (3) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.
IN NO EVENT WILL EITHER PARTY BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, LOST REVENUE, LOST DATA, LOSS OF GOODWILL, OR COST OF SUBSTITUTE SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
10. Indemnification
Each party agrees to defend, indemnify, and hold harmless the other party from and against any claims, damages, losses, and expenses (including reasonable attorney fees) arising from: (a) its own breach of this Agreement; (b) its gross negligence or willful misconduct; or (c) in Client’s case, misuse of RPP’s services or violation of applicable law.
11. Governing Law and Dispute Resolution
This Agreement is governed by the laws of the State of Indiana, without regard to conflict of law principles. The parties agree to attempt to resolve any dispute informally within 30 days of written notice of the dispute. Disputes not resolved informally will be submitted to binding arbitration in Indianapolis, Indiana under the Commercial Arbitration Rules of the American Arbitration Association. The prevailing party in any arbitration is entitled to recover reasonable attorney fees and costs.
12. General Provisions
This Agreement, together with RPP’s Privacy Policy, Cookie Policy, and Refund and Cancellation Policy, constitutes the entire agreement between the parties regarding the subject matter hereof and supersedes all prior discussions and agreements. RPP may update this Agreement by posting the revised version with at least 30 days notice to active clients. Client may not assign this Agreement without RPP’s prior written consent. If any provision of this Agreement is found unenforceable, the remaining provisions remain in full force. Neither party will be liable for delays or failures caused by circumstances beyond their reasonable control.
13. Contact
Revenue Partner Pros, LLC
Indianapolis, Indiana
customercare@revenuepartnerpros.net
This Master Service Agreement is a working draft prepared by Revenue Partner Pros, LLC without attorney review. It should be reviewed by a licensed attorney prior to use as a binding contract. Material provisions may require revision based on your specific business activities and applicable law.