LEGAL & PRIVACY
Last updated: October 11, 2026
Overview
Kontab Advisory is committed to maintaining the confidentiality, integrity, and security of information entrusted to us through our website, communications, and professional services. This Legal & Privacy page explains the terms governing the use of our website, the nature and limitations of our professional services, intellectual property rights, and how personal information is collected, used, disclosed, retained, and protected.
By accessing or using this website, you acknowledge the terms outlined below. If you do not agree with these terms, please discontinue use of the website.
Website Use
The information provided on this website is intended for general informational purposes. Kontab Advisory makes reasonable efforts to maintain accurate and current information but does not warrant that all content is complete, current, or free from errors.
Use of this website—including interacting with Ayiti, completing the Infrastructure Awareness assessment, submitting inquiries, scheduling or participating in consultations, or accessing published resources—does not establish a professional client relationship. Client engagements are established only through a mutually executed written agreement defining the scope, responsibilities, terms, and conditions of the engagement.
Website information does not replace an evaluation of an organization's specific financial environment, contractual obligations, regulatory requirements, or professional circumstances.
Professional Services Disclaimer
Kontab Advisory is a strategic executive financial management consultancy providing remote, integrated financial management services to organizations across industries, disciplines, and scale.
Through our proprietary Integrated Financial Infrastructure™ framework, Kontab Advisory integrates accounting, bookkeeping, transaction management, controller oversight, CFO leadership, financial reporting, management and board reporting, budgeting, forecasting, financial planning, cash-flow management, treasury operations, financial systems, and financial operations. The framework encompasses financial environment assessment, organizational requirements evaluation, infrastructure alignment, and ongoing executive oversight across reporting, governance, and operations.
Professional Boundaries
Kontab Advisory does not independently provide:
Financial statement audits, reviews, attestations, or other independent assurance engagements.
Legal advice or legal representation.
Investment advice, securities recommendations, or regulated investment advisory services.
Independent tax opinions or specialized tax advisory services requiring separate professional authorization.
Tax preparation is an integrated component of applicable ongoing client engagements, not a standalone service. Where specialized tax expertise or independent professional services are required, Kontab Advisory may coordinate with the client's designated tax professional. Kontab Advisory may also coordinate with independent auditors, legal counsel, investment advisers, and other qualified specialists as organizational requirements warrant.
Such coordination does not replace the independent judgment or professional responsibilities of those specialists. Website content, assessment results, diagnostic materials, recommendations, and general communications should not be interpreted as independent legal, tax, assurance, investment, or other regulated professional advice. The specific services provided to a client are governed by the applicable written engagement agreement.
Outcomes and Past Performance
Case studies, transformation narratives, performance metrics, and examples published by Kontab Advisory illustrate experience, methodologies, and outcomes achieved within particular organizational environments.
Past performance does not guarantee identical or comparable results in future engagements. Outcomes depend on organizational requirements, existing infrastructure conditions, management participation, implementation circumstances, available resources, and other factors specific to each engagement. Any financial or operational estimates presented on this website are illustrative unless expressly identified as engagement-specific commitments in a written agreement.
Intellectual Property
Unless otherwise indicated, website content, written materials, graphics, branding, methodologies, frameworks, assessments, and related intellectual property are owned by Kontab Advisory or used with appropriate authorization. Such materials are protected by applicable intellectual property laws.
Visitors may access and use publicly available content for personal or internal informational purposes, subject to applicable law and any restrictions stated on the website. Unauthorized reproduction, commercial distribution, modification, publication, or use of proprietary materials is prohibited without prior written permission, except where otherwise permitted by law. Access to website content does not transfer ownership of intellectual property or grant a license to reproduce or commercially exploit Kontab Advisory's proprietary methodologies.
Trademarks and Proprietary Frameworks
Integrated Financial Infrastructure™ is a proprietary framework and mark used by Kontab Advisory in connection with its strategic executive financial management services. Related methodologies, assessment materials, engagement processes, service names, logos, and brand assets may also constitute proprietary intellectual property or protected marks.
Kontab Advisory's framework includes the following six-stage engagement process:
Awareness
Environment
Requirements
Infrastructure
Alignment
Oversight
These stage names describe components of the methodology and are not represented here as individually registered trademarks. Use of Kontab Advisory's marks or brand assets in a manner likely to create confusion, imply unauthorized affiliation, or misrepresent endorsement is prohibited. Nothing in this section represents that a mark has been federally registered unless expressly identified as registered.
Limitation of Liability
To the extent permitted by applicable law, Kontab Advisory disclaims liability for damages arising from reliance on general website information or from interruptions, errors, or unavailability of the website. Nothing in this section excludes or limits liability that cannot lawfully be excluded or limited.
This website limitation does not supersede liability provisions contained in a separately executed client engagement agreement. Visitors are responsible for evaluating the suitability of general website information for their particular circumstances and obtaining appropriate professional advice when required.
Information We Collect
Kontab Advisory may collect personal and organizational information when visitors:
Interact with Ayiti, the website assistant.
Complete the Infrastructure Awareness assessment.
Submit contact forms, professional credentials, or other inquiries.
Schedule or participate in consultations or virtual meetings.
Request information or access published resources.
Communicate through email, telephone, SMS, or other available channels.
Navigate or otherwise interact with the website.
Information may include names, email addresses, telephone numbers, organizational affiliations, professional roles, inquiry details, appointment information, assessment responses, communications, and other information voluntarily provided.
Depending on website functionality and applicable service-provider settings, technical information may include device characteristics, browser information, approximate location derived from technical data, referring pages, website interactions, and cookie identifiers.
Note: Visitors should not submit confidential financial records, account credentials, sensitive personal information, or protected organizational records through general website forms, chatbot conversations, or preliminary assessments unless Kontab Advisory has expressly authorized an appropriate method of transmission.
Technology and Service Providers
Kontab Advisory uses third-party business technology services to support website operations, communications, assessments, scheduling, and professional interactions. These services may include:
Squarespace: Website hosting, website functionality, and related business tools.
Elfsight: Website assistant, assessment, scheduling, and embedded interactive tools.
Proton Mail: Business email communications.
Zoom: Virtual meetings and consultations.
T-Mobile: Business telephone and SMS communications.
Information may be processed by these providers to the extent necessary to deliver their respective services, subject to their applicable agreements, privacy policies, and technical configurations. Depending on the service, processing may occur in jurisdictions outside the visitor's location. Kontab Advisory may use additional service providers where necessary for legitimate business operations. Material changes to relevant data practices will be reflected in this policy as appropriate.
How Information Is Used
Kontab Advisory may use information collected through its website and related communication channels to:
Respond to inquiries and requests.
Provide preliminary assessment results.
Schedule, administer, and conduct consultations.
Evaluate prospective client requirements and engagement suitability.
Communicate with prospective clients, existing clients, partners, and professional candidates.
Provide requested resources and relevant business communications.
Maintain records of professional and business interactions.
Support website functionality, security, and operational administration.
Improve website usability, communications, and service delivery.
Comply with applicable legal, contractual, and regulatory obligations.
Kontab Advisory does not sell personal information to third parties. Information may be disclosed to service providers supporting these purposes, to professional advisers where appropriate, or when disclosure is required or permitted by applicable law.
Website Assistant and Assessment Information
Ayiti supports website navigation, preliminary inquiries, and communication with Kontab Advisory. Information entered into the assistant may be processed by the applicable technology provider and may be made available to Kontab Advisory for responding to inquiries or administering communications.
The Infrastructure Awareness assessment is a preliminary, self-reported evaluation of leadership's understanding of financial infrastructure reliability across reporting, governance, and operations. Assessment results do not constitute an independently verified diagnostic finding, audit, assurance conclusion, or professional opinion concerning an organization's actual infrastructure condition. A formal evaluation of organizational requirements and infrastructure conditions occurs only through the applicable professional engagement process. Visitors should provide only the information necessary to complete preliminary website interactions.
Cookies and Tracking
The website may use cookies and similar technologies to support essential functionality, maintain security, remember preferences, and understand website usage. These technologies may be operated by Squarespace, Elfsight, or other applicable service providers.
Where legally required, Kontab Advisory will provide appropriate notice and choices concerning nonessential cookies or tracking technologies. Visitors may also manage cookies through their browser settings. Disabling certain technologies may affect website functionality.
Data Retention
Kontab Advisory retains personal information for periods reasonably necessary to fulfill the purposes described in this policy, administer professional and business relationships, maintain required records, resolve disputes, and comply with applicable obligations.
Retention periods may vary according to the type of information, the purpose for which it was collected, applicable contractual requirements, and legal recordkeeping obligations. Information may be deleted or de-identified when no longer required, subject to applicable exceptions. Information processed by third-party providers may also be subject to their respective retention practices and contractual arrangements.
Your Privacy Rights
Depending on the jurisdiction in which an individual resides and the privacy laws applicable to Kontab Advisory, individuals may have rights concerning their personal information. Such rights may include:
Requesting confirmation that personal information is processed.
Accessing personal information maintained about them.
Requesting correction of inaccurate information.
Requesting deletion, subject to applicable exceptions.
Requesting a portable copy of certain information.
Obtaining information about applicable disclosures or categories of recipients.
Opting out of certain processing activities where legally applicable.
Appealing a denied privacy request where the law provides an appeal right.
These rights are subject to applicable legal conditions, exemptions, and limitations. Individuals may submit privacy requests using the contact information provided below. Kontab Advisory may request information reasonably necessary to verify identity and will respond within the timeframe required by applicable law.
Maryland Residents
Kontab Advisory is organized in Maryland, United States. Where the Maryland Online Data Privacy Act or other applicable Maryland privacy laws govern Kontab Advisory's processing activities, eligible individuals may exercise the rights provided by those laws, subject to statutory requirements and exceptions.
Applicable rights may concern access, correction, deletion, data portability, certain disclosures, and opt-out choices for specified processing activities. Kontab Advisory will not unlawfully discriminate against individuals for exercising applicable privacy rights. Where an appeal process is legally required, instructions will be provided to eligible requesters.
International Visitors
Kontab Advisory provides services to organizations across industries, disciplines, and scale, including organizations operating outside the United States. Personal information submitted through this website may be processed in the United States or other jurisdictions where Kontab Advisory's service providers operate.
Privacy rights and obligations may vary depending on the individual's location and the laws applicable to the processing activity. Where applicable law requires additional disclosures, safeguards, or procedures for international data processing, Kontab Advisory will implement the measures required for the relevant activity.
Data Security
Kontab Advisory maintains reasonable administrative, technical, and organizational measures designed to protect information against unauthorized access, alteration, disclosure, loss, or misuse. Security measures are informed by the nature of the information, the services involved, and the associated operational risks.
No electronic transmission, information system, or storage method can be guaranteed to be completely secure. Visitors should avoid transmitting sensitive information through general website communication channels unless an appropriate method has been established. Where a security incident creates legally required notification obligations, Kontab Advisory will provide notices in accordance with applicable law.
Children's Privacy
This website is intended for organizational and professional audiences and is not directed toward children under the age of 13. Kontab Advisory does not knowingly solicit or collect personal information from children under 13. If Kontab Advisory becomes aware that such information has been collected in circumstances requiring action under applicable law, appropriate measures will be taken.
Third-Party Links
This website may contain links to websites, platforms, and resources operated by third parties. Kontab Advisory does not control the content, security, or privacy practices of independently operated websites. Visitors are encouraged to review the applicable terms and privacy policies of external services before providing information.
Governing Law and Disputes
Subject to applicable law, the terms governing use of this website are interpreted under the laws of the State of Maryland, United States, without regard to conflict-of-law principles. Disputes arising specifically from use of this website are subject to the jurisdiction of appropriate courts in Maryland, except where applicable law requires otherwise.
This provision does not replace the governing law, dispute-resolution procedures, or other terms established in a separately executed professional engagement agreement.
Updates to This Policy
Kontab Advisory may revise this Legal & Privacy page to reflect changes in website operations, business practices, service providers, legal requirements, or professional services. The effective revision date will be identified at the beginning of the page. Where required by applicable law, additional notice or consent will be provided concerning material changes. The published version supersedes prior versions of this website policy, without modifying separately executed engagement agreements.
Contact
Kontab Advisory
Corporate Office: Maryland, USA
Service Delivery: Remote
Service Area: Global
Phone: +1 (301) 915-4834
Email: contact@kontabadvisory.com
Business Hours: Monday–Friday | 10:00 AM–3:00 PM Eastern Time (ET)
For privacy requests, legal notices, or questions concerning this policy, contact Kontab Advisory using the information above.