Terms of Use

Effective Date: September 27, 2026

Welcome to the website of Cait’s Bookkeeping & Advisory Firm (“Cait’s,” “we,” “us,” or “our”). These Terms of Use govern your access to and use of our website.

By accessing or using this website, you agree to these Terms of Use. If you do not agree with these terms, please discontinue use of the website.

1. Website Purpose

This website provides general information about Cait’s Bookkeeping & Advisory Firm, our services, and topics related to bookkeeping, financial organization, business operations, and financial reporting.

Information provided on this website is for general informational purposes only and should not be considered individualized accounting, tax, legal, investment, or financial advice.

2. No Client Relationship

Your use of this website, submission of a contact form, request for a consultation, email communication, or other communication with Cait’s Bookkeeping & Advisory Firm does not create a client relationship.

A client relationship is established only after we have agreed to provide services and all required engagement documents have been completed and accepted in accordance with our onboarding process.

Until an engagement has been formally established, you should not rely on communications with us as individualized professional advice.

3. Bookkeeping and Advisory Services

Descriptions of services appearing on this website are provided for general informational purposes and do not constitute an offer, guarantee, or agreement to perform any particular service.

The specific services provided to a client will be determined by the applicable proposal, engagement letter, service agreement, or other written agreement between the client and Cait’s Bookkeeping & Advisory Firm.

If there is any conflict between information on this website and a signed client agreement, the applicable client agreement will control with respect to the services covered by that agreement.

4. No Tax, Legal, Investment, or CPA Services

Unless expressly agreed otherwise in writing and provided by an appropriately qualified professional, information provided through this website should not be interpreted as tax, legal, investment, audit, attestation, or other regulated professional advice.

Cait’s Bookkeeping & Advisory Firm does not represent through this website that it is a certified public accounting firm or that services requiring CPA licensure are being offered.

Visitors and clients should consult an appropriately qualified attorney, tax professional, CPA, financial advisor, or other professional when their circumstances require those services.

5. Accuracy of Information

We make reasonable efforts to provide useful and accurate information. However, business, accounting, financial, legal, tax, technology, and regulatory information may change over time.

We do not warrant that all information available through this website will always be complete, accurate, current, or applicable to your particular circumstances.

You are responsible for evaluating information before relying upon it for business or financial decisions.

6. Results Are Not Guaranteed

Any examples, discussions, educational materials, or descriptions of potential business or financial improvements are provided for informational purposes only.

We do not guarantee any particular financial result, increase in profitability, business growth, tax outcome, cost savings, or other business result from using information on this website or from engaging our services.

Business results depend on numerous factors outside our control.

7. User Responsibilities

When using this website, you agree not to:

Use the website for unlawful, fraudulent, or abusive purposes;
Attempt to gain unauthorized access to the website or related systems;
Introduce malicious software, viruses, or other harmful technology;
Interfere with the operation or security of the website;
Misrepresent your identity or provide intentionally false information; or
Use website content in a manner that infringes our rights or the rights of others.

You are responsible for ensuring that information you submit through the website is accurate and that you have the authority to provide it.

8. Confidential and Sensitive Information

Please do not submit passwords, banking credentials, Social Security numbers, payment card information, sensitive financial records, or other highly confidential information through general website contact forms.

Prospective and current clients should use the secure communication or document-sharing methods specifically designated by Cait’s Bookkeeping & Advisory Firm when providing confidential business or financial information.

Submitting information through a general website inquiry does not create a confidential professional relationship beyond any protections otherwise required by applicable law.

9. Intellectual Property

Unless otherwise stated, the content of this website, including its text, branding, logos, graphics, designs, and original materials, is owned by or licensed to Cait’s Bookkeeping & Advisory Firm and is protected by applicable intellectual property laws.

You may view and use website content for your personal or internal business informational purposes.

You may not reproduce, republish, sell, distribute, modify, or commercially exploit our website content without prior written permission, except as otherwise permitted by law.

10. Third-Party Websites and Services

Our website may contain links to or integrations with third-party websites, platforms, or services.

We do not control and are not responsible for the availability, content, privacy practices, security, accuracy, or practices of third-party websites or services.

Your use of third-party services is subject to the terms and policies established by those providers.

11. Website Availability

We may modify, update, suspend, restrict, or discontinue any portion of this website at any time.

We do not guarantee that the website will always be available, uninterrupted, secure, or free from errors.

12. Disclaimer of Warranties

To the extent permitted by applicable law, this website and its content are provided on an “as is” and “as available” basis without warranties of any kind, whether express or implied.

We make no guarantee that the website or its content will meet your particular needs or that access will be uninterrupted, error-free, or completely secure.

13. Limitation of Liability

To the extent permitted by applicable law, Cait’s Bookkeeping & Advisory Firm will not be liable for indirect, incidental, special, consequential, or similar damages arising from or related to your use of, or inability to use, this website or your reliance on general information presented through the website.

Nothing in these Terms of Use is intended to exclude or limit liability that cannot legally be excluded or limited under applicable law.

14. Privacy

Your use of this website is also subject to our Privacy Policy, which explains how we collect, use, and handle information obtained through the website.

15. Changes to These Terms

We may update these Terms of Use periodically to reflect changes to our website, services, business practices, or applicable requirements.

Updated Terms of Use will be posted on this page with a revised effective date.

Your continued use of the website after updated terms are posted constitutes acceptance of the revised Terms of Use to the extent permitted by applicable law.

16. Governing Law

These Terms of Use are governed by the laws of the State of Ohio, without regard to conflict-of-law principles, except where applicable law requires otherwise.

17. Contact Us

Questions regarding these Terms of Use may be directed to:

Cait’s Bookkeeping & Advisory Firm
Email: hello@caitsadvisory.com
Website: caitsadvisory.com

Last Updated: September 27, 2026