Terms of Service

Last Updated: 11-30-25

These Terms of Service (“Terms”) govern your use of the services provided by LedgerLift AI Marketing (“Company,” “we,” “us,” or “our”). By accessing or using any of our services, websites, or materials (collectively, the “Services”), you (“Client,” “you,” or “your”) agree to be bound by these Terms. If you do not agree, please do not use our Services.

1. Services Provided

LedgerLift AI Marketing provides marketing and client-acquisition services primarily for accounting and tax firms, including but not limited to:

Lead generation and appointment-setting systems
AI-driven outreach and follow-up campaigns
Advertising strategy, setup, and management (e.g., Google, Meta)
Funnel, landing page, and messaging optimization
Consulting, training, and advisory services related to marketing

Specific Services, performance guarantees (including any “appointments or you don’t pay” style offers), deliverables, and timelines will be outlined in a separate proposal, order form, or service agreement between you and the Company (“Service Agreement”). In the event of any conflict between these Terms and your Service Agreement, the Service Agreement will control with respect to the conflicting terms.

2. Client Responsibilities

You agree to:

Provide accurate, complete, and timely information necessary for us to perform the Services, including access to relevant platforms, data, and team members.
Respond to our communications in a timely manner so campaigns and systems can be launched, optimized, and maintained.
Review and comply with any platform policies (e.g., advertising guidelines) and all applicable laws in your jurisdiction.
Be responsible for answering inbound leads, attending booked appointments, and managing your own sales process unless otherwise specified in writing.

3. Payment Terms

Fees, payment schedule, and any performance-based or “risk reversal” structures will be outlined in your Service Agreement.
Unless otherwise specified, all invoices are due upon receipt. Late or missed payments may result in suspension or termination of Services until your account is brought current.
All fees paid are generally non-refundable except as explicitly stated in the Service Agreement (including any written guarantee terms).

4. Performance Guarantees & Results Disclaimer

From time to time we may offer performance-based guarantees (for example, a guaranteed minimum number of qualified appointments within a specified period, or certain “or you don’t pay” structures). Any such guarantee:

Will be described in detail in your Service Agreement, including the exact metrics, definitions (e.g., what qualifies as an “appointment”), time frames, and conditions you must meet.
Is conditional on your cooperation, including but not limited to: timely approvals, accurate information, honoring scheduled calls, and following our recommended processes.

Except as expressly stated in a written Service Agreement, we do not guarantee any specific revenue, profit, number of new clients, or other financial outcome. Marketing involves variables outside our control, including market conditions, competition, platform changes, and your sales process.

5. No Professional Advice

We are not a law firm, accounting firm, or financial advisory firm. Nothing in our content or Services should be construed as legal, tax, or financial advice. You are solely responsible for seeking advice from qualified professionals regarding legal, tax, compliance, or financial matters for your firm.

6. Intellectual Property

All materials, systems, processes, templates, funnels, ads, copy, designs, training, software, and other assets we create or provide in connection with the Services (“Company Materials”) are owned exclusively by the Company or our licensors, unless otherwise agreed in writing.
Subject to full payment of applicable fees, we grant you a limited, non-exclusive, non-transferable license to use Company Materials solely for your internal business use as part of the Services.
You may not sell, resell, license, or distribute Company Materials to any third party without our prior written consent.

7. Confidentiality

Both parties agree to maintain the confidentiality of any non-public, proprietary, or sensitive information disclosed during the course of the engagement (“Confidential Information”). Confidential Information may include, but is not limited to, client lists, pricing, trade secrets, marketing strategies, and internal processes.

Confidentiality obligations do not apply to information that is or becomes publicly available through no fault of the receiving party, was already in the receiving party’s possession, or is required to be disclosed by law or court order.

8. Third-Party Platforms & Compliance

Our Services may involve the use of third-party tools and platforms such as Google Ads, Meta (Facebook/Instagram), email service providers, CRM systems, and others. You acknowledge and agree that:

We do not control the policies or availability of any third-party platform.
Your use of those platforms is subject to their separate terms and conditions.
We are not liable for any actions taken by third-party platforms, such as account suspensions, ad disapprovals, or policy changes.

9. Termination

Either party may terminate the engagement as set forth in the Service Agreement or, if not specified, by providing written notice in accordance with any agreed minimum term.
Upon termination, all outstanding fees become immediately due and payable, and any ongoing campaigns may be paused or shut down.
Sections that by their nature should survive termination (including but not limited to confidentiality, intellectual property, limitation of liability, and dispute resolution) shall survive.

10. Limitation of Liability

To the fullest extent permitted by law, in no event shall LedgerLift AI Marketing be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to lost profits, revenue, data, or goodwill, arising out of or in connection with the Services or these Terms, even if advised of the possibility of such damages.

Our total aggregate liability for any claims arising out of or relating to the Services or these Terms shall not exceed the total amount of fees you have paid to us under the applicable Service Agreement in the three (3) months immediately preceding the event giving rise to the claim.

11. Indemnification

You agree to indemnify, defend, and hold harmless LedgerLift AI Marketing and its owners, employees, contractors, and agents from and against any and all claims, damages, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to:

Your use of the Services;
Your violation of these Terms or any applicable laws or regulations; or
Your products, services, or representations to your own clients or prospects.

12. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the state in which the Company is headquartered, without regard to its conflict of law principles. Any disputes arising out of or related to these Terms or the Services shall be resolved in the state or federal courts located in that state, and you consent to the personal jurisdiction of such courts.

13. Changes to These Terms

We may update or modify these Terms from time to time. When we do, we will revise the “Last Updated” date at the top of this page. Your continued use of the Services after any changes are posted constitutes your acceptance of the updated Terms.

14. Contact Us

If you have any questions about these Terms or our Services, you can contact us at:

LedgerLift AI Marketing
Email: [email protected]

📞 Phone: 951-842-2383

Disclaimer: This Terms of Service template is provided for general informational purposes only and does not constitute legal advice. You should consult with a qualified attorney to ensure that your Terms of Service comply with all applicable laws and are appropriate for your specific business.