Terms of Service

This English-language Terms of Service is the official version. A Spanish-language summary is available on request — email Contact@soflo360.com.

1. Agreement to These Terms

By accessing or using soflo360.com (the "Site") or engaging SoFlo360 Accounting Services ("SoFlo360," "we," "us," or "our") for any service, you agree to these Terms of Service ("Terms"). If you do not agree, please do not use the Site or our services.

2. Services We Provide

SoFlo360 provides the following services for startups, small businesses, and Latino-owned businesses:

• Bookkeeping — monthly bookkeeping, catch-up cleanup, reconciliations, financial reports.
• Payroll Support — payroll setup, payroll runs for smaller businesses, employee payment tracking, payroll-related bookkeeping.
• AP & AR Support — bill tracking, invoicing, customer payments, vendor records, aging reports.
• QuickBooks Cleanup — QuickBooks setup, Chart of Accounts cleanup, transaction review, reconciliation support.

3. What We Do Not Provide

To prevent misunderstandings, please note the following:

• SoFlo360 does not prepare or file tax returns. We organize your books to be tax-ready and can hand off clean records to your CPA or tax preparer.
• SoFlo360 is not a CPA firm and does not perform attest services such as audits, reviews, or compilations under public-accountancy standards.
• SoFlo360 does not provide legal, tax, or investment advice. Information on this site is general in nature and is not a substitute for advice from a licensed professional in those fields.
• QuickBooks and Intuit are trademarks of Intuit Inc. SoFlo360 is an independent firm and is not affiliated with or endorsed by Intuit.

4. Free Consultations

Free consultations scheduled through our Calendly link or contact form are exploratory conversations to understand your needs. A free consultation does not, by itself, create a service relationship or any obligation on either side. Engagement of services begins only when both parties agree in writing (email is acceptable) on scope, timeline, and fees.

5. Engagement Terms & Fees

The specific scope of work, deliverables, fees, billing cycle, and other terms for each engagement will be set out in a separate engagement letter or written agreement between you and SoFlo360. Those engagement terms control the actual services performed and fees charged. These site Terms apply in addition to any engagement agreement and do not replace it.

6. Your Responsibilities

To deliver bookkeeping and accounting support effectively, we rely on you to:

• Provide accurate, complete, and timely information, documents, and access to relevant systems (banking platforms, accounting software, payroll providers, etc.) as requested.
• Review reports and statements we provide and notify us of any errors or concerns within a reasonable period.
• Maintain your own backup copies of critical financial records.
• Comply with applicable tax, payroll, and business regulations that are your own responsibility.

7. Confidentiality

We treat your financial and business information as confidential. We do not disclose client information to third parties except as needed to perform services, with our service providers under confidentiality, with your authorization, or as required by law. See our Privacy Policy for details.

8. Intellectual Property

All content on this Site — including text, graphics, logos, images, layouts, branding, and code — is owned by SoFlo360 or its licensors and is protected by U.S. and international copyright and trademark laws. You may view and print pages for personal or internal business reference. You may not copy, redistribute, modify, or use Site content for commercial purposes without our prior written permission.

9. Acceptable Use of the Site

You agree not to:

• Use the Site for any unlawful purpose or in violation of these Terms.
• Attempt to gain unauthorized access to any portion of the Site, related systems, or other users' accounts.
• Introduce viruses, malware, or other harmful code.
• Use automated systems (bots, scrapers) to extract data from the Site beyond ordinary search-engine indexing.
• Misrepresent your identity or affiliation when contacting us.

10. Disclaimer of Warranties

The Site and its content are provided "as is" and "as available" without warranties of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, accuracy, or non-infringement. We do not warrant that the Site will be uninterrupted, error-free, or free of harmful components. Information on the Site is for general informational purposes and should not be relied upon as a substitute for professional advice in your specific situation.

11. Limitation of Liability

To the fullest extent permitted by law, SoFlo360 and its owners, employees, contractors, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits, revenue, data, or business, arising from your use of the Site or any content on it. For services performed under a separate engagement agreement, the limitation of liability set forth in that agreement controls; in the absence of such agreement, our aggregate liability for Site use is limited to one hundred U.S. dollars (US $100).

12. Indemnification

You agree to defend, indemnify, and hold harmless SoFlo360 from any claims, damages, losses, or expenses (including reasonable attorneys' fees) arising from your violation of these Terms, your misuse of the Site, or your violation of any law or third-party right.

13. Third-Party Links & Services

Our Site may link to or integrate with third-party services such as Calendly, Google Analytics, and accounting platforms. We are not responsible for the content, privacy practices, or availability of third-party services. Your use of those services is governed by their own terms and policies.

14. Termination

We may suspend or terminate your access to the Site at any time, without notice, for conduct that violates these Terms or is otherwise harmful. Termination of Site access does not affect existing service engagements, which are governed by the relevant engagement agreement.

15. Governing Law & Dispute Resolution

These Terms are governed by the laws of the State of Florida, without regard to conflict-of-laws principles. Any disputes arising from these Terms or use of the Site will be resolved in the state or federal courts located in Florida, and you consent to the exclusive jurisdiction of those courts.

16. Changes to These Terms

We may update these Terms from time to time. The "Last updated" date at the top of this page reflects when changes were last made. Continued use of the Site after changes are posted constitutes acceptance of the updated Terms.

17. Severability

If any provision of these Terms is found unenforceable, the remaining provisions will remain in full force and effect.

18. Contact Us

Questions about these Terms? Reach out:

• Email: Contact@soflo360.com
• Phone: (501) 908-0260