Last Updated: 09/03/2026
Welcome to KPIz Biz (“Company”, “we”, “us”, or “our”). These Terms of Service (“Terms”) govern your access to and use of our website, located at https://kpiz.biz (the “Site”), as well as any related accounting, tax preparation, advisory, digital assessments, or software-as-a-service (SaaS) tools provided by us (collectively, the “Services”).
By accessing the Site, registering for a client portal account, purchasing an assessment, or retaining our ongoing services, you (“Client”, “you”, or “your”) agree to be bound by these Terms. If you do not agree to these Terms, you must immediately cease using our Site and Services.
1. Scope of Services
We provide a variety of professional financial and digital services. Your specific deliverables will be defined at the time of purchase or outlined in a separate engagement letter. Our services generally fall into the following categories:
- Ongoing Accounting & Tax Services: Recurring bookkeeping, fractional CFO services, tax planning, and tax preparation services subject to an active subscription or retainer agreement.
- Custom Books Clean Up Plans and Catch Up Services: Subsequent, standalone advisory deliverables generated based on your assessment results to outline remediation steps.
- Fractional CFO and Fractional Controller: Strategy and Executive services as needed.
2. Client Portal & Account Security
To access certain portions of the Services—including downloading your assessment results, uploading documents, or viewing your interactive checklists—you must register for an unbranded client portal account.
- You must provide an accurate, unique email address during registration.
- You are solely responsible for maintaining the confidentiality of your account credentials and password.
- You agree to immediately notify us of any unauthorized use of your portal account.
- We reserve the right to suspend or terminate portal access at any time, without prior notice, if we suspect a violation of these Terms.
3. Fees, Payments, Billing, and Refund Policy
By purchasing any of our Services, you agree to the following pricing arrangements:
- Digital Goods & Assessments: By purchasing a standalone digital item (including but not limited to the $5 automated assessment, custom Books Clean Up Plan blueprint, or ebook download), you acknowledge that access or delivery is granted instantly. Consequently, all digital sales are 100% final and non-refundable.
- Ongoing Accounting Retainers: Monthly subscription services are billed in advance. You may cancel your ongoing accounting or tax retainer at any time by providing written notice via email at least [Number, e.g., 7] days prior to your next scheduled billing date. No partial refunds or credits will be issued for mid-month cancellations.
- Chargebacks & Disputes: By purchasing our services, you agree to contact our support team to resolve billing discrepancies before initiating a credit card chargeback request with your financial institution.
4. Client Responsibilities & Document Accuracy
Our ability to deliver precise financial data, clean books, and accurate tax returns depends entirely on the information you provide.
Information Integrity: You agree to provide complete, truthful, and timely access to all necessary bank feeds, receipts, historical tax returns, and corporate documentation.
No Audit Services: You acknowledge that our assessments and bookkeeping clean-up services do not constitute a formal forensic audit or an official attestation of financial statements under GAAP or IFRS, unless expressly agreed to in writing.
Accuracy Liability: We are not responsible for tax penalties, interest, or financial losses resulting from inaccurate, falsified, or omitted data provided by you or your representatives.
No Professional or Legal Advice: All materials, tools, calculators, templates, and digital downloads provided on this Site—including but not limited to the Small Business Tax and Accounting Solutions — How to Maximize Tax Deductions, Clean Up Messy Books, and Simplify Tax Prep ebook, automated assessment scores, and blog content—are for informational, educational, and general business guidance purposes only. Nothing on this Site or within our digital products constitutes official legal, tax, or investment advice. Purchasing or downloading an ebook does not establish a formal, ongoing accountant-client relationship. You should consult a licensed professional regarding your specific, individual corporate or legal situation before executing financial strategies.
Financial Performance and Earnings Disclaimer: While our assessments, calculators, ebooks, and customized books clean-up plans are engineered to provide strategic financial clarity, we do not guarantee any specific financial return, expense reduction, or revenue growth. Any case studies, examples, or illustrative metrics highlighted on our marketing pages reflect historical results or potential frameworks and do not constitute a guarantee, promise, or projection of your individual business earnings or tax savings. Your actual corporate performance depends entirely on external economic factors, your industry, and your personal execution of accounting workflows.
5. Intellectual Property & Digital Deliverables
- Our Property: The Site design, proprietary assessment logic, underlying SaaS structures, template checklists, and custom financial plan formats are the exclusive intellectual property of the Company.
- Your License: When you purchase a custom plan or a PDF report, you are granted a non-exclusive, non-transferable, perpetual license to use that specific document for your internal business purposes only. You may not resell, white-label, or publicly distribute our custom advisory frameworks.
- Ebook and Digital Product Licensing: Upon purchasing a digital download or ebook from our Site, you are granted a single, non-exclusive, non-transferable, revocable license to download and access the file strictly for your personal, internal business use. The contents of all ebooks and templates are strictly proprietary. You are expressly prohibited from copying, distributing, sharing, reselling, or white-labeling our digital downloads with third parties. Any unauthorized sharing or commercial reproduction of our proprietary frameworks will result in the immediate revocation of your portal access and may subject you to statutory legal remedies.
6. Data Security, Privacy & Cloud Storage
We take your financial privacy seriously. Your data is handled in accordance with the following protocols:
Third-Party Integrations: Our client portal integrates securely with professional cloud repositories (such as Google Workspace/Google Drive) to handle your files. Your usage of those portal folders is also governed by the respective storage provider’s privacy guidelines.
Safeguards: We implement commercial-grade encryption and administrative controls to prevent data breaches. However, no transmission of information over the internet can be guaranteed as 100% secure.
Cookie and Tracking Technologies: Our Site uses basic, essential cookies and caching tools to optimize your performance and security. Specifically, these tracking scripts allow our client portal to securely recognize your device and keep you logged into your secure account sessions as you navigate your interactive checkboxes and files. By registering a portal account, you consent to the placement of these functional cookies on your browser. You can disable cookies via your browser’s advanced settings, but doing so will break your portal login session and lock you out of your private account pages.
7. Limitation of Liability
To the maximum extent permitted by applicable law, in no event shall the Company or its officers be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, or goodwill, arising out of or connected to your use of our financial assessments or ongoing accounting advice. Our total liability for any claim arising under these Terms shall not exceed the total amount paid by you to us during the 6 months preceding the claim.
8. Termination of Ongoing Services
Either party may terminate an ongoing subscription or recurring accounting engagement at any time by providing 30 days’ written notice via email. Upon termination, you will be billed for all work completed up to the termination date, and we will deliver all finalized financial files currently in our possession.
9. Governing Law
These Terms and any disputes arising out of them shall be governed by and construed in accordance with the laws of Pennsylvania, without regard to its conflict of law principles.
10. Changes to These Terms
We reserve the right to modify these Terms at any time. We will notify you of significant updates by posting a notice on the client portal or updating the “Last Updated” date at the top of this page. Your continued use of the Services after changes are made constitutes your acceptance of the updated Terms.
11. Restrictions on Artificial Intelligence (AI) Scraping and Bot Training
All text, proprietary assessment data, checklist structures, PDF scripts, and ebook contents hosted on or delivered via this Site are protected under copyright laws. You may not use any content from this Site or our digital products to train, fine-tune, or develop artificial intelligence models, large language models (LLMs), automated text generators, or machine learning algorithms. Automated or manual extraction of data, text-mining, or “scraping” by search bots or AI crawlers for anything other than standard public search indexing is strictly prohibited without explicit, written contractual consent from the Company.
12. Contact Us
If you have any questions or concerns regarding these Terms, please contact us at:
Email: cfo@kpiz.biz
Mailing Address: KPIz Biz LLC 1521 Locust Street, Philadelphia PA 19102
Privacy
Your use of KPIz.biz is subject to KPIz’s Privacy Policy. Please review our Privacy Policy, which governs the Site and informs users of our data collection practices.
Electronic communications
Visiting KPIz.biz or sending emails to KPIz constitutes electronic communications. You consent to receive electronic communications, and you agree that all agreements, notices, disclosures, and other communications that we provide to you electronically, via email and on the Site, satisfy any legal requirement that such communications be in writing.
Email Subscription and Privacy Policy
By subscribing to our newsletter, you agree to receive emails from KPIz Biz LLC. These emails will include updates, promotional offers, and other relevant information regarding our services. We respect your privacy and will never share your personal information with third parties without your explicit consent. You can unsubscribe from our emails anytime by clicking the unsubscribe link in any of our communications.
Opt-In Consent
By entering your email address and clicking the “Subscribe” button, you are providing express consent to receive emails from KPIz.biz. We value your privacy and will only use your email address to send you:
- Newsletters
- Updates about our products or services
- Promotional offers
- Important announcements
Unsubscribe Options
You can unsubscribe from our email communications at any time by:
- Clicking the “Unsubscribe” link at the bottom of any email we send you
- Contacting us directly at [your contact email] with “Unsubscribe” in the subject line
- Updating your preferences in your account settings (if applicable)
We will process your request promptly, and you will be removed from our mailing list within 1 business days.
Privacy and Data Protection
We are committed to protecting your personal information:
- Your email address will never be sold, rented, or shared with third parties without your explicit consent
- We use industry-standard security measures to protect your data from unauthorized access
- You can request to view, modify, or delete your personal information at any time by contacting us at [your contact email]
For more detailed information about how we handle your data, please refer to our full Privacy Policy.
By subscribing to our emails, you acknowledge that you have read and agree to this policy.
Our Commitment to Privacy: Your privacy is important to us. Please read our Privacy Policy to understand how we collect, use, and protect your personal information.
Last updated: June 20, 2024
Your account
If you use this site, you are responsible for maintaining the confidentiality of your account and password and for restricting access to your computer, and you agree to accept responsibility for all activities that occur under your account or password. You may not assign or otherwise transfer your account to any other person or entity. You acknowledge that KPIz is not responsible for third party access to your account that results from theft or misappropriation of your account. KPIz and its associates reserve the right to refuse or cancel service, terminate accounts, or remove or edit content in our sole discretion.
KPIz does not knowingly collect, either online or offline, personal information from persons under the age of thirteen. If you are under 18, you may use KPIz.biz only with the permission of a parent or guardian.
Service plans and billing
KPIz services are pay-as-you-go and are charged at the beginning of your subscription term. Your subscription is monthly or annually. Monthly subscriptions renew automatically on the first of each month. There are no annual contracts, so you can cancel at any time with 30 days’ notice. If you elect to upgrade your plan during your subscription period and are paying annually, any incremental cost will be prorated over the remaining term of the subscription period and charged to your account. If you are paying monthly rates, you will be charged the new rate on the first of the following month.
Canceling
We require thirty (30) days’ notice of cancellation. If you request a cancellation within thirty (30) calendar days of the date you are onboarded, we will issue a refund for your first month of service, if you elected to pay monthly, or the amount of your annual subscription if you elected to pay annually, minus the costs of rendered services for periods beyond the first monthly reporting period. This policy applies to plan fees only. Any additional or add-on services rendered during this introductory period are not subject to refund.
Catch up services
In addition to our monthly services, KPIz provides catch-up services starting at $150 per month for past bookkeeping and prior years’ tax returns. We provide these services at an additional fee. Upon approving the scope of work, the catch-up services will be billed at the agreed-upon price and no refunds will be issued once the work has been completed and delivered.
No unlawful or prohibited use / intellectual property
You are granted a non-exclusive, non-transferable, revocable license to access and use KPIz.biz strictly in accordance with these terms of use. As a condition of your use of the Site, you warrant to KPIz that you will not use the Site for any purpose that is unlawful or prohibited by these Terms. You may not use the Site in any manner which could damage, disable, overburden, or impair the Site or interfere with any other party’s use and enjoyment of the Site. You may not obtain or attempt to obtain any materials or information through any means not intentionally made available or provided for through the Site.
All content included as part of the Service, such as text, graphics, logos, images, as well as the compilation thereof, and any software used on the Site, is the property of KPIz or its suppliers and protected by copyright and other laws that protect intellectual property and proprietary rights. You agree to observe and abide by all copyright and other proprietary notices, legends or other restrictions contained in any such content and will not make any changes thereto.
You will not modify, publish, transmit, reverse engineer, participate in the transfer or sale, create derivative works, or in any way exploit any of the content, in whole or in part, found on the Site. KPIz content is not for resale. Your use of the Site does not entitle you to make any unauthorized use of any protected content, and in particular, you will not delete or alter any proprietary rights or attribution notices in any content. You will use protected content solely for your personal use and will make no other use of the content without the express written permission of KPIz and the copyright owner. You agree that you do not acquire any ownership rights in any protected content. We do not grant you any licenses, express or implied, to the intellectual property of KPIz or our licensors except as expressly authorized by these Terms.
Third-party accounts
You will be able to connect your KPIz account to third party accounts. By connecting your KPIz account to your third party account, you acknowledge and agree that you are consenting to the continuous release of information about you to others (in accordance with your privacy settings on those third party sites). If you do not want information about you to be shared in this manner, do not use this feature.
Indemnification
You agree to indemnify, defend and hold harmless KPIz, its officers, directors, employees, agents and third parties, for any losses, costs, liabilities, and expenses (including reasonable attorney’s fees) relating to or arising out of your use of or inability to use the Site or services, any user postings made by you, your violation of any terms of this Agreement or your violation of any rights of a third party, or your violation of any applicable laws, rules or regulations. KPIz reserves the right, at its own cost, to assume the exclusive defense and control of any matter otherwise subject to indemnification by you, in which event you will fully cooperate with KPIz in asserting any available defenses.
Arbitration
In the event, the parties are not able to resolve any dispute between them arising out of or concerning these Terms and Conditions, or any provisions hereof, whether in contract, tort, or otherwise at law or in equity for damages or any other relief, then such dispute shall be resolved only by final and binding arbitration pursuant to the Federal Arbitration Act, conducted by a single neutral arbitrator and administered by the American Arbitration Association, or a similar arbitration service selected by the parties, in Philadelphia County, Pennsylvania. The arbitrator’s award shall be final, and judgment may be entered upon it in any court having jurisdiction. In the event that any legal or equitable action, proceeding or arbitration arises out of or concerns these Terms and Conditions, the prevailing party shall be entitled to recover its costs and reasonable attorney’s fees. The parties agree to arbitrate all disputes and claims in regards to these Terms and Conditions or any disputes arising as a result of these Terms and Conditions, whether directly or indirectly, including Tort claims that are a result of these Terms and Conditions. The parties agree that the Federal Arbitration Act governs the interpretation and enforcement of this provision. The entire dispute, including the scope and enforceability of this arbitration provision, shall be determined by the Arbitrator. This arbitration provision shall survive the termination of these Terms and Conditions.
Class action waiver
Any arbitration under these Terms and Conditions will take place on an individual basis; class arbitrations and class/representative/collective actions are not permitted. THE PARTIES AGREE THAT A PARTY MAY BRING CLAIMS AGAINST THE OTHER ONLY IN EACH’S INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PUTATIVE CLASS, COLLECTIVE AND/ OR REPRESENTATIVE PROCEEDING, SUCH AS IN THE FORM OF A PRIVATE ATTORNEY GENERAL ACTION AGAINST THE OTHER. Further, unless both you and Employer agree otherwise, the arbitrator may not consolidate more than one person’s claims, and may not otherwise preside over any form of a representative or class proceeding.
Liability disclaimer
THE INFORMATION, SOFTWARE, PRODUCTS, AND SERVICES INCLUDED IN OR AVAILABLE THROUGH THE SITE MAY INCLUDE INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN. KPIz AND/OR ITS SUPPLIERS MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE SITE AT ANY TIME.
KPIz AND/OR ITS SUPPLIERS MAKE NO REPRESENTATIONS ABOUT THE SUITABILITY, RELIABILITY, AVAILABILITY, TIMELINESS, AND ACCURACY OF THE INFORMATION, SOFTWARE, PRODUCTS, SERVICES AND RELATED GRAPHICS CONTAINED ON THE SITE FOR ANY PURPOSE. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, ALL SUCH INFORMATION, SOFTWARE, PRODUCTS, SERVICES, AND RELATED GRAPHICS ARE PROVIDED “AS IS” WITHOUT WARRANTY OR CONDITION OF ANY KIND. Xendoo AND/OR ITS SUPPLIERS HEREBY DISCLAIM ALL WARRANTIES AND CONDITIONS WITH REGARD TO THIS INFORMATION, SOFTWARE, PRODUCTS, SERVICES, AND RELATED GRAPHICS, INCLUDING ALL IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL Xendoo AND/OR ITS SUPPLIERS BE LIABLE FOR ANY DIRECT, INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF USE, DATA OR PROFITS, ARISING OUT OF OR IN ANY WAY CONNECTED WITH THE USE OR PERFORMANCE OF THE SITE, WITH THE DELAY OR INABILITY TO USE THE SITE OR RELATED SERVICES, THE PROVISION OF OR FAILURE TO PROVIDE SERVICES, OR FOR ANY INFORMATION, SOFTWARE, PRODUCTS, SERVICES AND RELATED GRAPHICS OBTAINED THROUGH THE SITE, OR OTHERWISE ARISING OUT OF THE USE OF THE SITE, WHETHER BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY OR OTHERWISE, EVEN IF Xendoo OR ANY OF ITS SUPPLIERS HAS BEEN ADVISED OF THE POSSIBILITY OF DAMAGES. BECAUSE SOME STATES/JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU. IF YOU ARE DISSATISFIED WITH ANY PORTION OF THE SITE, OR WITH ANY OF THESE TERMS OF USE, YOUR SOLE AND EXCLUSIVE REMEDY IS TO DISCONTINUE USING THE SITE.
Termination / Access restriction
KPIz reserves the right, in its sole discretion, to terminate your access to the Site and the related services or any portion thereof at any time, without notice. To the maximum extent permitted by law, this agreement is governed by the laws of the State of Pennsylvania and you hereby consent to the exclusive jurisdiction and venue of courts in Florida in all disputes arising out of or relating to the use of the Site. Use of the Site is unauthorized in any jurisdiction that does not give effect to all provisions of these Terms, including, without limitation, this section.
You agree that no joint venture, partnership, employment, or agency relationship exists between you and KPIz as a result of this agreement or use of the Site. KPIz’s performance of this agreement is subject to existing laws and legal process, and nothing contained in this agreement is in derogation of KPIz’s right to comply with governmental, court and law enforcement requests or requirements relating to your use of the Site or information provided to or gathered by KPIz with respect to such use. If any part of this agreement is determined to be invalid or unenforceable pursuant to applicable law including, but not limited to, the warranty disclaimers and liability limitations set forth above, then the invalid or unenforceable provision will be deemed superseded by a valid, enforceable provision that most closely matches the intent of the original provision and the remainder of the agreement shall continue in effect.
Unless otherwise specified herein, this agreement constitutes the entire agreement between the user and KPIz with respect to the Site and it supersedes all prior or contemporaneous communications and proposals, whether electronic, oral or written, between the user and KPIz with respect to the Site. A printed version of this agreement and of any notice given in electronic form shall be admissible in judicial or administrative proceedings based upon or relating to this agreement to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form. It is the express wish to the parties that this agreement and all related documents be written in English.
Changes to terms
KPIz reserves the right, in its sole discretion, to change the Terms under which KPIz.biz is offered. The most current version of the Terms will supersede all previous versions. KPIz encourages you to periodically review the Terms to stay informed of our updates.
Cookie notice
KPIz uses cookies to provide a better experience for its users. Please read the full cookie notice here.
Contact us
KPIz welcomes your questions or comments regarding the Terms:
KPIz biz LLC:
Philadelphia PA
Email:
support@kpiz.biz
Educational Purposes Only
All content, questions, answers, scenarios, and strategies presented in this ebook are for general educational and informational purposes only. This information does not constitute formal tax, legal, financial, accounting, or investment advice.
No CPA-Client Relationship
Reading this ebook, downloading this material, or interacting with its contents does not create a CPA-client, accountant-client, or attorney-client relationship between you and the author, publisher, or associated website.
Consult a Professional
Tax laws are highly complex, subject to continuous change, and vary drastically based on your specific location, industry, and personal financial structure. Do not execute any tax strategy, asset purchase, or legal restructuring based solely on this book. You should always consult with a Certified Public Accountant (CPA) or a qualified tax professional regarding your unique business situation before taking action.
Accuracy of Data
While every effort has been made to ensure the accuracy of the information at the time of publication, the author assumes no responsibility or liability for any errors, omissions, or changing IRS regulations. The publisher is not liable for any financial losses, penalties, or audits resulting from the use or misuse of this information.
This publication is licensed for your personal, non-commercial use only. Any unauthorized reproduction, distribution, transmission, or commercial exploitation of this publication—including its text, layout, questions, scenarios, and original 3D claymorphic imagery—is strictly prohibited without prior written consent from the publisher.
