Terms of Service

1. Agreement to Terms

By accessing or using the website of The Aligned Ledger ("we," "our," or "us"), you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our website or services. These terms apply to all visitors, users, and clients of the website.

2. Description of Services

The Aligned Ledger provides boutique bookkeeping, financial reporting, and fractional CFO advisory services for business owners, entrepreneurs, and families managing multiple entities. Our services include but are not limited to:

• Monthly bookkeeping and reconciliation
• Financial reporting and dashboards
• Cash flow forecasting and analysis
• Fractional CFO advisory and strategic financial leadership
• Multi-entity consolidation and reporting

3. Important Disclaimers

4. Use of the Website

You agree to use this website only for lawful purposes and in accordance with these terms. You agree not to:

• Use the website in any way that violates applicable laws or regulations
• Attempt to gain unauthorized access to any part of the website or its systems
• Use automated tools to scrape, crawl, or otherwise extract content without permission
• Transmit any malicious code, viruses, or harmful material
• Impersonate any person or entity, or misrepresent your affiliation

5. Intellectual Property

All content on this website—including text, graphics, logos, images, and software—is the property of The Aligned Ledger or its content suppliers and is protected by applicable intellectual property laws. You may not reproduce, distribute, modify, or create derivative works from any content without our prior written consent.

6. Client Engagement Terms

Formal engagement of our bookkeeping and advisory services is governed by a separate Client Services Agreement. These website Terms of Service do not create a client relationship. A client relationship is established only upon execution of a signed engagement letter or services agreement.

7. Confidentiality

We treat all client financial information as confidential. Information shared through our website forms (such as contact requests or assessments) is handled in accordance with our Privacy Policy. We will not share your information with third parties except as described in our Privacy Policy or as required by law.

8. Limitation of Liability

To the fullest extent permitted by law, The Aligned Ledger shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the website or reliance on any information provided herein. Our total liability for any claim arising from these terms shall not exceed the amount you paid to us in the twelve (12) months preceding the claim.

9. Indemnification

You agree to indemnify and hold harmless The Aligned Ledger, its officers, employees, and agents from any claims, damages, losses, or expenses (including reasonable attorneys' fees) arising from your use of the website or violation of these terms.

10. Third-Party Links

Our website may contain links to third-party websites or services. We do not control and are not responsible for the content, privacy policies, or practices of any third-party sites. Inclusion of links does not imply endorsement.

11. Governing Law

These Terms of Service are governed by and construed in accordance with the laws of the State of Texas, without regard to conflict of law principles. Any disputes arising from these terms shall be resolved in the courts of Collin County, Texas.

12. Changes to These Terms

We reserve the right to modify these Terms of Service at any time. Changes will be posted on this page with an updated revision date. Your continued use of the website after changes are posted constitutes acceptance of the revised terms.

13. Contact Us

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