Legal

Welcome to Brief Financial, LLC (“Brief Financial,” “we,” “us,” or “our”). These Terms & Conditions (“Terms”) govern your access to and use of our website, services, and any related interactions. By using our website (www.brieffinancial.com) or engaging with our financial services, you agree to comply with these Terms. If you do not agree, please do not use our services.

Brief Financial provides accounting, bookkeeping, payroll processing, tax-related support, and business financial consulting for small and medium-sized businesses. Our services include, but are not limited to:

• Bookkeeping & Financial Management
• Payroll Management Services
• Fractional CFO & Business Advisory Services
• Tax-Related Support 
• Entity Formation & Business Registration Assistance

Our services do not constitute legal, tax, or investment advice. While we assist with tax preparation and compliance, clients should consult a licensed CPA, tax attorney, or financial advisor for personalized legal or tax matters.

To ensure accurate financial reporting and compliance, clients must:

1. Provide Accurate Information: You must submit all required financial documents and data accurately and in a timely manner. Brief Financial is not responsible for errors caused by incorrect or incomplete information provided by you.
2. Meet Deadlines: We are not liable for any penalties, interest charges, fines, or late fees that may arise due to the delayed submission of, but not limited to, business renewals, tax filings, payroll processing, financial statements, or any other compliance-related documentation. It is the client’s sole responsibility to provide all necessary information and required documents accurately and in a timely manner. Failure to do so may result in financial consequences, for which Brief Financial will not be held responsible.
3. Maintain Secure Communication: Clients must use secure channels (e.g., encrypted emails, client portals) when sharing sensitive information.
4. Adhere to Payment Terms: Clients must comply with agreed-upon billing and service fees as outlined in our service agreement policies.

Failure to comply with these responsibilities may affect our ability to provide services and could result in service termination.

Service Fees

Our services are provided on a subscription, hourly, or fixed-fee basis, depending on the engagement. Specific pricing details are outlined in our service agreements.

Payment Schedule

• Invoices are due upon receipt, unless otherwise stated in your service agreement.
• Late payments may incur a 10% late fee per month until settled.
• Failure to pay within 15 days may result in service suspension or termination.

Refunds & Cancellations

• One-time services: Payments for completed services are non-refundable.
• Monthly subscriptions: Clients may cancel at any time with 60 days’ written notice before the next billing cycle. Partial refunds are not available.

The content on www.brieffinancial.com, including text, logos, graphics, and software, is the intellectual property of Brief Financial. Unauthorized use, reproduction, or distribution is strictly prohibited.

• You may not copy, modify, or redistribute any content without written permission.
• You may not use our website for fraudulent or unlawful activities.
• We reserve the right to suspend access to any user violating these Terms.

Client Confidentiality

We maintain strict confidentiality regarding all financial and personal information shared with us. Your data is never sold, rented, or shared with unauthorized third parties.

Data Protection

• We implement industry-standard encryption and access controls to protect client data.
• Clients are responsible for securing their login credentials and notifying us of any unauthorized account access.

• No Guarantee of Financial Outcomes: While we strive for accuracy, we do not guarantee specific financial results, tax savings, or compliance approval from tax authorities.
• Not Responsible for Third-Party Errors: If errors occur due to software providers (e.g., QuickBooks, payroll processing systems), Brief Financial is not liable for damages.
• Force Majeure: We are not responsible for delays or failures due to events beyond our control, including cyberattacks, natural disasters, or system outages.

Our total liability, under any circumstance, shall not exceed the total fees paid by the client in the past one month.

Your use of this website and its content is at your own risk, and you assume full responsibility for any consequences arising from such use. Brief Financial, LLC shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of service, data breaches, business interruption, lost profits, system failures, or any other financial or non-financial damages arising out of or related to your access, use, or inability to use this website.

This limitation applies regardless of the cause of action, whether in contract, statute, tort (including but not limited to negligence), strict liability, or otherwise, even if Brief Financial has been advised of or should have been aware of the possibility of such damages.

By using this website, you acknowledge that Brief Financial provides informational and professional resources on an “as-is” and “as-available” basis, without warranties of any kind, express or implied. We do not warrant that the website will be uninterrupted, error-free, free of malware, or always available.

• Governing LawThese Terms shall be governed by the laws of the State of Florida, USA, without regard to its conflict of law principles.Dispute ResolutionIf a dispute arises, both parties agree to resolve matters through negotiation first. If unresolved, disputes shall be settled through binding arbitration in Florida rather than litigation.Changes to These TermsWe may update these Terms at any time. Clients will be notified of material changes. Continued use of our services constitutes acceptance of the revised Terms.

We may update these Terms at any time. Clients will be notified of material changes. Continued use of our services constitutes acceptance of the revised Terms.

For any questions or concerns regarding these Terms, contact us at:

📧 Email: info@brieffinancial.com