Terms & Conditions

These Terms and Conditions ("Terms") govern your use of the BLTN Consulting LLC website at bltnconsulting.com and your engagement with our professional services. By accessing our website or engaging our services, you agree to be bound by these Terms. If you do not agree, please do not use our website or engage our services.

BLTN Consulting LLC is a professional services firm operating as BLTN Consulting, incorporated in the State of California.

1. Acceptance of Terms

By accessing or using our website, requesting a consultation, or entering into a service engagement with BLTN Consulting, you acknowledge that you have read, understood, and agree to be bound by these Terms and our Privacy Policy, which is incorporated herein by reference. If you are accessing our services on behalf of a business entity, you represent that you have the authority to bind that entity to these Terms.

2. Services Description

BLTN Consulting LLC provides bookkeeping, accounting, fractional CFO services, business advisory, and related financial consulting services to small and mid-sized businesses. Our services are professional in nature and are provided by experienced financial professionals.

Important: BLTN Consulting LLC is not a licensed CPA firm and does not provide services requiring a Certified Public Accountant license, including the preparation of audited financial statements, audit opinions, or attest services. BLTN Consulting provides bookkeeping, financial advisory, and CFO consulting services. For services requiring a licensed CPA — including tax return preparation, audits, and reviews — we work in coordination with your licensed CPA or can refer you to qualified professionals.

Nothing on our website or in our communications constitutes legal advice, tax advice, or investment advice. We recommend you consult with licensed attorneys, CPAs, and registered investment advisors for matters within their respective areas of licensure.

3. Engagement Agreements

All professional service engagements between BLTN Consulting and clients are governed by a separate written engagement letter or service agreement signed by both parties. These Terms apply to website use and general interactions. In the event of any conflict between these Terms and a signed engagement letter, the engagement letter shall control with respect to the specific services described therein.

No professional relationship is established between BLTN Consulting and any individual or entity solely as a result of visiting our website, submitting a contact form, or having a preliminary consultation.

4. Fees and Payment

Fees for services are set forth in the applicable engagement letter or service agreement. Unless otherwise specified in writing:

• Invoices are due within fifteen (15) days of the invoice date
• Late payments may be subject to a late fee of 1.5% per month on the outstanding balance
• We reserve the right to suspend services for accounts that are more than thirty (30) days past due
• Retainer amounts paid in advance are held and applied as services are earned, per the terms of the engagement letter
• Fees are exclusive of any applicable sales or use taxes, which are the client's responsibility

We reserve the right to adjust our fee schedules with reasonable notice. Fee changes will be communicated in writing and will not apply to existing fixed-fee engagements without mutual written agreement.

5. Client Responsibilities

To enable BLTN Consulting to perform services effectively, clients agree to:

• Provide complete, accurate, and timely information, documents, and access necessary for the engagement
• Notify us promptly of any changes in business circumstances material to the services being provided
• Review and respond to our communications, draft reports, and deliverables in a timely manner
• Not provide false, misleading, or fraudulent information in connection with any engagement
• Maintain their own independent records and not rely solely on us for document retention

BLTN Consulting's ability to deliver accurate and timely services depends materially on receiving complete and accurate information from clients. We are not responsible for errors, delays, or omissions in our work product that result from incomplete, inaccurate, or untimely information provided by the client.

6. Confidentiality

BLTN Consulting treats all client information as strictly confidential. We will not disclose your confidential business or financial information to third parties except: (a) as necessary to perform the services with your authorization, (b) as required by law, regulation, or valid legal process, (c) with your explicit written consent, or (d) to protect against fraud or other illegal activity.

We maintain appropriate physical, administrative, and technical safeguards to protect client information. Our confidentiality obligations survive the termination of any engagement.

7. Intellectual Property

Our Content

All content on this website — including text, graphics, logos, blog articles, templates, and software — is the property of BLTN Consulting LLC and is protected by applicable copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, modify, or create derivative works from our content without our prior written consent.

Client Deliverables

Work product created specifically for a client engagement (such as financial models, reports, and analysis) is owned by the client upon full payment of fees for that engagement, unless otherwise specified in the engagement letter. General methodologies, templates, and know-how developed by BLTN Consulting remain our intellectual property.

Feedback

Any feedback, suggestions, or ideas you submit regarding our services may be used by us without restriction or compensation to you.

8. Disclaimer of Warranties

Our website and its content are provided on an "as is" and "as available" basis without warranties of any kind, express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, accuracy, or non-infringement. We do not warrant that the website will be uninterrupted, error-free, or free of viruses or other harmful components.

Blog articles and educational content on our website are provided for general informational purposes only and do not constitute professional financial, tax, legal, or accounting advice. The accuracy and completeness of such content is not guaranteed, and reliance on it without consulting a qualified professional is at your own risk.

9. Limitation of Liability

To the maximum extent permitted by applicable law, BLTN Consulting LLC, its members, employees, and contractors shall not be liable for any indirect, incidental, special, consequential, or punitive damages — including loss of profits, data, or business opportunities — arising from your use of our website or services, even if we have been advised of the possibility of such damages.

Our total liability for any claim arising out of or relating to our services, whether in contract, tort, or otherwise, shall not exceed the total fees paid by you to BLTN Consulting in the three (3) months preceding the event giving rise to the claim, or $1,000, whichever is greater.

Some jurisdictions do not allow certain limitations of liability. In such jurisdictions, our liability is limited to the fullest extent permitted by applicable law.

10. Indemnification

You agree to indemnify, defend, and hold harmless BLTN Consulting LLC and its members, employees, contractors, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your violation of these Terms; (b) your use of our website or services; (c) information you provide to us that is inaccurate, incomplete, or misleading; or (d) your violation of any applicable law or third-party rights.

11. Termination

Either party may terminate a service engagement as provided in the applicable engagement letter. In the absence of specific termination provisions, either party may terminate with thirty (30) days written notice. Upon termination:

• All fees earned through the termination date become immediately due and payable
• We will provide client-owned work product and records upon receipt of final payment
• Confidentiality obligations of both parties survive termination

We reserve the right to terminate or suspend access to our website at any time, without notice, for any reason including violation of these Terms.

12. Governing Law and Disputes

These Terms are governed by the laws of the State of California, without regard to its conflict of law provisions. Any dispute arising from these Terms or your use of our website or services shall be resolved through binding arbitration administered by JAMS in Los Angeles County, California, under its Streamlined Arbitration Rules, except that either party may seek emergency injunctive relief in a court of competent jurisdiction.

You waive any right to a jury trial or to participate in a class action lawsuit with respect to any dispute covered by this arbitration agreement.

For clients who are California residents, you may also have rights under California consumer protection laws that are not waived by this agreement.

13. Website Use

You agree to use our website only for lawful purposes and in a manner that does not infringe the rights of others or restrict their use of the Site. Prohibited uses include:

• Transmitting any unlawful, harmful, or offensive content
• Attempting to gain unauthorized access to any part of the Site or its related systems
• Using automated tools (bots, scrapers) to extract content from the Site without our written permission
• Impersonating any person or entity or misrepresenting your affiliation
• Interfering with the proper functioning of the Site

14. Changes to These Terms

We reserve the right to modify these Terms at any time. Material changes will be posted to this page with an updated "Last updated" date. Your continued use of the website or our services after such changes constitutes your acceptance of the revised Terms. We encourage you to review these Terms periodically.

15. Contact Us

If you have questions about these Terms and Conditions, please contact us:

• BLTN Consulting LLC
• Burbank, California
• Email: info@bltnconsulting.com
• Phone: (818) 860-1073