Terms of Use

These Terms of Use (the “Terms”) govern your access to and use of the website located at leefo.cpa and any related pages, content, and tools (collectively, the “Site”), operated by LeeFO (“LeeFO,” “we,” “us,” or “our”). By accessing or using the Site, you agree to be bound by these Terms. If you do not agree, please do not use the Site.

1. Who we are

LeeFO is a CPA-owned advisory firm providing fractional CFO, financial modeling, M&A, and capital advisory services to small and mid-sized businesses. The Site is an informational and marketing resource. It does not itself deliver professional services.

2. Nature of our services

Any professional engagement between LeeFO and a client is governed exclusively by a separate written engagement agreement signed by both parties. Nothing on the Site constitutes an offer to perform services, an engagement, or a promise of any particular result. Our advisory services are not an audit, review, compilation, attestation, or examination engagement, and we do not issue opinions on financial statements. We do not provide legal advice or, unless expressly agreed in a signed engagement, tax-preparation or tax-opinion services.

3. No professional relationship from Site use

Using the Site, contacting us, submitting a form, or scheduling a call does not create a CFO-client, advisory, fiduciary, or other professional relationship. Such a relationship arises only upon a mutually executed engagement agreement. Please do not send confidential or sensitive information through the Site until an engagement is in place.

4. Permitted use

You may access and use the Site for your own lawful, personal, or internal business purposes. You agree not to:

• use the Site in violation of any applicable law or regulation;
• copy, reproduce, republish, or redistribute Site content except as permitted by law or with our written consent;
• attempt to gain unauthorized access to the Site or its systems, or interfere with its operation;
• use automated means to scrape or harvest content or data; or
• use the Site to transmit malware or engage in fraudulent or harmful activity.

5. Intellectual property

The Site and its content — including text, graphics, logos, the LeeFO name and marks, page design, and downloadable materials — are owned by or licensed to LeeFO and are protected by intellectual-property laws. Except for the limited use permitted above, no rights are granted to you.

6. Third-party links and services

The Site links to and integrates third-party services, including scheduling (Calendly), form processing (Formspree), and analytics providers. We do not control and are not responsible for third-party sites, content, or practices. Your use of those services is subject to their own terms and privacy policies.

7. Illustrative tools and forward-looking statements

Interactive tools on the Site, such as the value calculator, are provided for general illustration only. They rely on assumptions and simplified inputs, do not reflect your specific circumstances, and are not projections, valuations, or guarantees. Any forward-looking statements are inherently uncertain and should not be relied upon.

8. Disclaimer of warranties

The Site and all content are provided “as is” and “as available,” without warranties of any kind, whether express, implied, or statutory, including any implied warranties of merchantability, fitness for a particular purpose, accuracy, and non-infringement. We do not warrant that the Site will be uninterrupted, error-free, or secure.

9. Limitation of liability

To the fullest extent permitted by law, LeeFO and its members, officers, employees, and agents will not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits, revenue, data, or goodwill, arising out of or relating to your use of the Site, even if advised of the possibility of such damages. Our total aggregate liability arising out of or relating to the Site will not exceed one hundred U.S. dollars (US$100).

10. Indemnification

You agree to indemnify and hold harmless LeeFO from any claims, liabilities, damages, and expenses (including reasonable attorneys’ fees) arising out of your use of the Site or your violation of these Terms.

11. Privacy

Your use of the Site is also governed by our Privacy Policy and Disclaimer, which are incorporated into these Terms by reference.

12. Governing law and venue

These Terms are governed by the laws of the State of Florida, without regard to its conflict-of-laws rules. You agree that any dispute arising out of or relating to the Site or these Terms will be brought exclusively in the state or federal courts located in Hillsborough County, Florida, and you consent to their jurisdiction.

13. Changes to these Terms

We may update these Terms from time to time. Changes are effective when posted, and the “Last updated” date above reflects the most recent revision. Your continued use of the Site after changes are posted constitutes acceptance of the revised Terms.

14. Contact

Questions about these Terms? Contact us at leo@leefo.cpa or (813) 679-5066.