Disclaimer

Last Updated: September 21, 2026

The information, resources, products, and services provided by Built Beside You are intended to help business owners better understand the financial side of their businesses and make more informed business decisions.

Please read this Disclaimer carefully before using this website, purchasing a product, or engaging Built Beside You for consulting services.

1. Educational and Informational Purposes

Content provided by Built Beside You through this website, digital products, downloads, worksheets, templates, email communications, social media, consultations, workshops, and other materials is provided for educational and informational purposes.

Built Beside You provides financial education and business consulting designed to make financial concepts more approachable and useful for business owners.

Information provided through Built Beside You should not be interpreted as a substitute for professional advice specific to your individual circumstances.

2. Accounting and Professional Background

Built Beside You is founded and operated by Samantha Lowe, who has professional experience in accounting, financial reporting, controllership, business operations, and business consulting.

Samantha previously held an active Certified Public Accountant (“CPA”) license. She does not currently hold herself out as an active CPA through Built Beside You.

Built Beside You does not provide attest services, including audits, reviews, or compilations requiring professional licensure.

References to Samantha's accounting and finance background are provided to describe her professional experience and should not be interpreted as a representation that Built Beside You is a CPA firm or that Samantha is currently practicing as an active CPA.

3. No Tax-Return Preparation or Individualized Tax Advice

Built Beside You may provide general educational information about tax-related topics, including concepts that commonly affect business owners.

Built Beside You does not prepare or file tax returns and does not provide individualized tax advice requiring professional licensure or authorization.

Tax laws, regulations, filing requirements, and individual circumstances vary and may change over time. You should consult an appropriately qualified tax professional regarding your specific tax situation.

Nothing provided through Built Beside You creates a tax preparer-client or CPA-client relationship.

4. No Legal Advice

Built Beside You does not provide legal advice or legal services.

Information concerning business entities, contracts, business structure, compliance, or other legal topics is provided only for general educational purposes.

Questions concerning your particular legal rights, obligations, entity structure, contracts, or regulatory requirements should be directed to an appropriately licensed attorney or other qualified professional.

5. No Investment Advice

Built Beside You does not provide investment, securities, or investment-management advice and does not act as an investment adviser.

Any discussion of cash management, business reserves, financial planning, or similar topics is provided in the context of general business financial education and should not be interpreted as a recommendation to purchase, sell, or hold any security or investment.

You should consult an appropriately qualified professional regarding investment decisions specific to your circumstances.

6. Consulting Services

Consulting services provided by Built Beside You are intended to help business owners understand financial information, explore business questions, improve financial organization, and identify potential next steps.

The information discussed during a consultation is based in part on information provided by the client. Built Beside You does not independently audit or verify all information provided.

You remain responsible for evaluating and implementing any business or financial decision following a consultation.

A consultation does not create a fiduciary relationship, CPA-client relationship, attorney-client relationship, investment adviser-client relationship, or other licensed professional relationship unless expressly established through a separate written agreement where legally permitted.

7. Client Responsibility

You are ultimately responsible for the operation and financial management of your business.

Built Beside You encourages business owners to understand their financial information, ask questions, and seek appropriately qualified professional guidance when circumstances require it.

You are responsible for:

  • Providing accurate and complete information when requesting consulting services;

  • Evaluating whether information is appropriate for your circumstances;

  • Deciding whether and how to implement information discussed;

  • Maintaining appropriate books, records, documentation, and internal controls;

  • Meeting applicable tax, filing, payment, regulatory, and compliance obligations; and

  • Engaging qualified professionals when specialized advice or services are required.

8. No Guarantee of Results

Built Beside You does not guarantee any specific financial, business, revenue, profitability, growth, tax, or other outcome.

Business results depend on numerous factors, including your decisions, implementation, business model, financial condition, market conditions, economic conditions, and other circumstances outside the control of Built Beside You.

Examples, case studies, hypothetical scenarios, illustrations, testimonials, and educational exercises are provided for explanatory purposes and should not be interpreted as promises or guarantees of similar results.

9. Accuracy and Timeliness of Information

Built Beside You makes reasonable efforts to provide information that is useful and accurate at the time it is created.

However, accounting practices, tax rules, laws, regulations, technology, software, and business practices can change.

Built Beside You does not guarantee that every piece of information will remain current, complete, or applicable to every situation.

Dates associated with resources or content should be considered when evaluating time-sensitive information.

10. Financial Calculations and Examples

Calculations, projections, budgets, forecasts, estimates, examples, and financial models provided through Built Beside You are educational tools and may rely on assumptions or information supplied by the user or client.

Actual results may differ materially from estimates or projections.

You should independently evaluate significant financial decisions and seek appropriate professional advice where necessary.

11. Third-Party Products and Services

Built Beside You may reference third-party software, websites, platforms, services, professionals, or resources for educational or convenience purposes.

A reference to a third party does not constitute a guarantee of that party's services, accuracy, security, availability, or suitability for your circumstances.

Built Beside You is not responsible for the content, policies, practices, or performance of third-party services.

12. Affiliate Relationships and Sponsored Content

From time to time, Built Beside You may use affiliate links, referral relationships, sponsorships, or other arrangements through which compensation may be received.

When a material relationship exists, Built Beside You will disclose it as appropriate in connection with the applicable recommendation or content.

Compensation does not change our commitment to providing information intended to be useful to our audience.

13. Testimonials and Client Experiences

Testimonials, reviews, case studies, or descriptions of client experiences reflect the experiences of the individuals involved.

They are not guarantees that another person or business will achieve the same or similar results.

Individual outcomes vary based on numerous factors.

14. Use of Information at Your Own Discretion

Your use of information, resources, products, or consulting services provided by Built Beside You is at your own discretion.

You are encouraged to consider your individual circumstances and obtain appropriate professional guidance before making significant financial, tax, legal, investment, or business decisions.

15. Contact

If you have questions about this Disclaimer or the scope of services provided by Built Beside You, please contact:

Built Beside You
Email: hello@builtbesideyou.com
Website: builtbesideyou.com