Terms and Conditions

Effective Date: 1/1/2024

Welcome to Kate's Castle.

These Terms and Conditions ("Terms") govern your use of the Kate's Castle website, services, client portal, downloadable resources, and communications. By accessing our website or engaging with our services, you agree to be bound by these Terms.

If you do not agree with these Terms, please do not use our website or services.

  1. COMPANY INFORMATION

Kate's Castle ("Kate's Castle," "we," "our," or "us") provides bookkeeping services, business consulting, personal finance consulting, educational resources, and related support services.

Contact Information:

Kate's Castle

Phone: (916) 980-8264

Email: Info@KatesCastle.com

Website: www.katescastle.com

  1. SERVICES PROVIDED

Kate's Castle may provide services including, but not limited to:

  • Bookkeeping services

  • Financial record organization

  • Business consulting

  • Business operations consulting

  • Process and SOP development

  • Business startup guidance

  • Personal finance consulting

  • Educational resources and templates

  • Client support services

Services may change, expand, or be discontinued at any time without prior notice.

  1. NO LEGAL, TAX, ACCOUNTING, OR FINANCIAL ADVICE

Kate's Castle provides educational information, bookkeeping support, and consulting services.

Unless specifically stated otherwise in a written agreement:

  • We are not acting as your attorney.

  • We are not acting as your Certified Public Accountant (CPA).

  • We are not acting as your investment advisor.

  • We are not acting as your tax preparer.

  • We are not acting as your financial planner.

Information provided through our website, consultations, resources, emails, and services is intended for educational and informational purposes only.

You should consult appropriately licensed professionals regarding legal, tax, investment, insurance, and financial decisions.

  1. CLIENT RESPONSIBILITIES

Clients agree to:

  • Provide accurate information

  • Provide complete information when reasonably requested

  • Review financial reports and deliverables

  • Notify us of known inaccuracies

  • Maintain responsibility for final business and financial decisions

Kate's Castle is not responsible for decisions made based on incomplete, inaccurate, or outdated information provided by the client.

  1. CONSULTATIONS

Consultations are intended to provide education, guidance, recommendations, and discussion regarding your specific circumstances.

Consultations do not guarantee:

  • Specific financial outcomes

  • Business growth

  • Increased profits

  • Debt reduction

  • Tax savings

  • Credit score improvement

  • Approval for loans or financing

Results vary based on individual circumstances and implementation.

  1. CLIENT PORTAL AND DOCUMENT SUBMISSIONS

Clients may be provided access to secure methods for submitting documents.

By submitting documents, you represent that:

  • You have authority to provide the information submitted.

  • The information is accurate to the best of your knowledge.

  • The information does not violate any laws or third-party rights.

Clients remain responsible for maintaining copies of all submitted documents.

  1. INTELLECTUAL PROPERTY

All content on this website is owned by or licensed to Kate's Castle, including:

  • Text

  • Graphics

  • Logos

  • Branding

  • Downloads

  • Templates

  • Guides

  • Educational materials

  • Website content

This content may not be copied, reproduced, modified, distributed, sold, or republished without prior written permission.

  1. FREE RESOURCES AND DOWNLOADS

Kate's Castle may provide free educational resources, including:

  • Guides

  • Templates

  • Checklists

  • Worksheets

  • Educational materials

These resources are provided for personal or internal business use only.

You may not:

  • Resell them

  • Redistribute them

  • Claim ownership of them

  • Use them as part of another commercial product without written permission

  1. THIRD-PARTY SERVICES

Our website may integrate with or link to third-party platforms, including:

  • Scheduling systems

  • Email providers

  • Client portals

  • Payment processors

  • Analytics providers

Kate's Castle is not responsible for the policies, content, security, or actions of third-party services.

  1. PAYMENT TERMS

For paid services:

  • Fees will be disclosed before work begins.

  • Payment schedules will be outlined in applicable service agreements.

  • Services may be paused or terminated for non-payment.

Specific refund terms, if applicable, will be stated within client agreements.

  1. TERMINATION

We reserve the right to suspend or terminate access to our website, services, resources, or client portal if:

  • These Terms are violated

  • Fraudulent activity is suspected

  • Harassment or abusive conduct occurs

  • Information provided is knowingly false

  • Continued engagement presents unreasonable risk to the business

  1. DISCLAIMER OF WARRANTIES

All services, resources, templates, educational materials, and website content are provided "as is" and "as available."

Kate's Castle makes no guarantees regarding:

  • Accuracy

  • Completeness

  • Availability

  • Suitability for a particular purpose

  • Future results

We expressly disclaim all warranties to the fullest extent permitted by law.

  1. LIMITATION OF LIABILITY

To the fullest extent permitted by law, Kate's Castle shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from:

  • Use of our website

  • Use of our resources

  • Consultations

  • Services provided

  • Reliance on information supplied by Kate's Castle

Our total liability for any claim shall not exceed the amount paid by the client to Kate's Castle during the six months preceding the event giving rise to the claim.

  1. INDEMNIFICATION

You agree to indemnify and hold harmless Kate's Castle and its owners, employees, contractors, and representatives from claims, liabilities, damages, losses, and expenses arising from:

  • Your use of the website

  • Your violation of these Terms

  • Information you provide

  • Your actions or omissions

  1. GOVERNING LAW

These Terms shall be governed by and construed in accordance with the laws of the State of California, without regard to conflict of law principles.

  1. DISPUTE RESOLUTION

The parties agree to attempt to resolve disputes through good-faith negotiations before initiating formal legal proceedings.

Any legal action arising from these Terms shall be brought in a court of competent jurisdiction located in California.

  1. CHANGES TO THESE TERMS

Kate's Castle may update these Terms from time to time.

Updates will be posted on this page with a revised effective date. Continued use of the website or services constitutes acceptance of any revised Terms.

  1. CONTACT INFORMATION

Questions regarding these Terms may be directed to:

Kate's Castle

Email: Info@KatesCastle.com

Phone: (916) 980-8264

Website: www.katescastle.com