Terms and Conditions

Introduction and Acceptance of Terms

These Terms and Conditions govern your access to and use of the website, services, content, tools, and resources provided by Patriot Bookkeeping LLC, a Texas limited liability company, doing business as Patriot Profit Partners (“Patriot”). By accessing this website you agree to be bound by these Terms.

Priority of Agreement

If Client has executed an Engagement Letter and Service Agreement (“Service Agreement”) with Patriot, the Service Agreement shall govern all professional services, and these Terms and Conditions shall apply only to website access, general use, and matters not expressly covered by the Service Agreement.

In the event of any conflict, the Service Agreement shall control.

Scope of Services

Patriot provides professional financial services only as expressly agreed to in a written Service Agreement, Service Description, or Addendum executed by the parties.

No information on this website constitutes an offer to provide services absent a written agreement.

Client Responsibilities

Clients are responsible for providing accurate, complete, and timely information and for reviewing deliverables for accuracy. Patriot is entitled to rely on information provided by clients without independent verification and is not responsible for errors resulting from incomplete, inaccurate, or untimely data.

Cybersecurity & Data Protection

While Patriot maintains commercially reasonable cybersecurity practices, no system is completely secure. Clients acknowledge and accept the inherent risks of electronic communications and data transmission, consistent with the Electronic Communications provisions of the Service Agreement.

Confidentiality

Both parties agree to maintain confidentiality of non-public information, except as required by law or with written consent. Detailed confidentiality obligations are governed by the Service Agreement, if applicable.

Intellectual Property

All proprietary content, tools, and frameworks remain the intellectual property of Patriot and may not be reused without permission.

Disclaimers

Services are provided as-is. Financial outcomes are not guaranteed and depend on many factors beyond our control.

LIMITATION OF LIABILITY

This Limitation of Liability applies to website use and general interactions and does not expand or modify any limitation of liability set forth in a separately executed Service Agreement, which shall control for professional services.

To the fullest extent permitted by applicable Texas law, Client agrees that Patriot, and its members, managers, employees, contractors, and agents, shall not be liable for any direct, indirect, incidental, consequential, special, exemplary, or punitive damages, including but not limited to loss of data, loss of profits or revenue, business interruption, or loss of business opportunities, arising out of or related to this Agreement, the services provided, or the Client’s use of any reports, recommendations, or deliverables, even if advised of the possibility of such damages.

Client further agrees that the total aggregate liability of Patriot, whether arising in contract, tort (including negligence), strict liability, or otherwise, shall be strictly limited to the total fees paid by Client to Patriot for services rendered during the twelve (12) months immediately preceding the event giving rise to the claim, and this limitation shall apply as Client’s exclusive remedy.

Patriot shall not be responsible or liable for losses resulting from:

Inaccurate, incomplete, or untimely information provided by Client
Management decisions made by Client
Third-party software, financial institutions, payroll providers, or government agencies
Cybersecurity incidents, system failures, or unauthorized access originating outside Patriot’s direct control

Client expressly waives any claims for damages in excess of the limits stated herein.

No claim, action, suit, arbitration, or proceeding of any kind, whether sounding in contract, tort (including negligence), statute, or otherwise, arising out of or relating to the services provided under this Agreement, may be commenced by either party more than one (1) year after the date of the last services performed by Patriot, regardless of when the claim is discovered, to the fullest extent permitted by Texas law.

Some jurisdictions do not allow certain limitations or exclusions of liability. To the extent any portion of this limitation is deemed unenforceable under Texas law, such limitation shall apply to the maximum extent permitted by law.

Payment Terms

Invoices are due according to agreed terms. Non-payment may result in suspension or termination of services. Payment terms for professional services are governed exclusively by the Service Agreement or applicable Service Description.

Termination

Either party may terminate services in accordance with the service/engagement agreement. Confidentiality obligations survive termination. Termination of website access does not affect obligations under any executed Service Agreement.

Governing Law

These terms and conditions are governed by and construed in accordance with the laws of the State of Texas and you irrevocably submit to the exclusive jurisdiction of the courts located in the State of Texas.

Contact Information

Patriot Profit Partners
Email: [email protected]

Website: www.patriotprofitpartners.us

Document Version History

This version history is provided for reference only. The terms in effect are those reflected in the version effective as of the date of use.

Version	Effective Date	Summary of Changes
1.0	2025-12-15	Initial release of Terms & Conditions for Patriot Profit Partners.
1.1	2025-12-15	Clarified priority of Service Agreement and updated limitation of liability language.