Terms & Conditions

Last Updated: September 21, 2026

Welcome to Built Beside You.

These Terms & Conditions (“Terms”) govern your use of the Built Beside You website, digital products, resources, consulting services, and related offerings (collectively, the “Services”).

By accessing this website, purchasing a product, booking a service, or otherwise using the Services, you agree to these Terms. If you do not agree with these Terms, please do not use the Services.

1. About Built Beside You

Built Beside You provides financial education, digital resources, and business consulting designed to help business owners better understand and use financial information in their businesses.
Our Services are educational and consultative in nature. Please review our separate Disclaimer for important information regarding the scope and limitations of our Services.

2. Eligibility

You must be at least 18 years old, or the age of legal majority in your jurisdiction, to purchase products or book services through Built Beside You.
By making a purchase or booking a service, you represent that you have the legal capacity and authority to enter into these Terms.

3. Educational and Consulting Services

Built Beside You provides general financial education and business consulting.

Information provided through our website, resources, communications, or consulting services is not intended to constitute legal advice, investment advice, individualized tax advice, tax-return preparation, attest services, or other professional services requiring active licensure.

You remain responsible for your own business and financial decisions and for determining when advice from an appropriately licensed tax, legal, investment, accounting, or other professional is necessary.

Additional information is available in our Disclaimer.

4. Digital Products and Resources

Built Beside You may offer downloadable guides, workbooks, templates, worksheets, educational materials, and other digital products.

Unless otherwise stated, purchasing a digital product grants you a limited, non-exclusive, non-transferable license to use the product for your own personal or internal business purposes.

Your purchase does not transfer ownership of the product or any intellectual property contained within it.

You may not, without prior written permission from Built Beside You:

  • Copy or reproduce a product for distribution to others;

  • Share purchased files, download links, or account access with others;

  • Sell, sublicense, redistribute, or commercially exploit a product;

  • Publish or upload substantial portions of a product elsewhere;

  • Remove copyright, trademark, or ownership notices;

  • Modify a product and represent the resulting material as your own; or

  • Use our materials to create a substantially similar or competing product for sale or distribution.

If another individual or organization would like to use a Built Beside You resource, they should purchase their own copy or contact us regarding appropriate licensing.

5. Intellectual Property

Unless otherwise stated, the content available through Built Beside You—including written content, digital products, worksheets, templates, graphics, branding, logos, educational materials, website copy, and other original materials—is owned by or licensed to Built Beside You and is protected by applicable intellectual-property laws.

“Built Beside You” and associated branding may not be used in a manner that suggests sponsorship, affiliation, or endorsement without our prior written permission.

Nothing in these Terms grants you ownership of Built Beside You intellectual property.

6. Purchases and Payment

Prices for products and services are displayed at the time of purchase or booking and may change from time to time.

By submitting payment information, you represent that you are authorized to use the selected payment method and authorize the applicable charges.

Payments may be processed through third-party payment processors such as Stripe. Your use of those payment services may also be subject to the processor's applicable terms and privacy practices.

You are responsible for reviewing the description, price, and applicable terms before completing a purchase.

7. Digital Product Delivery

Digital products are generally delivered electronically after successful payment through a download link, webpage, email, or other digital delivery method.

You are responsible for providing an accurate email address and maintaining the technology reasonably necessary to access your purchase.

If you experience a technical problem accessing a purchased product, please contact us so we can assist.

8. Refunds

Refund eligibility varies depending on whether you purchased a digital product or consulting service.

Because digital products provide access to downloadable content, digital-product purchases are generally final once access has been provided, except where otherwise required by applicable law.

Consulting appointments are subject to the cancellation and rescheduling terms described in our Refund & Cancellation Policy.

Please review that policy before completing a purchase or booking.

9. Consulting Appointments

Consulting sessions are scheduled for the duration displayed at the time of booking.

Clients are responsible for providing information that is reasonably accurate and complete so that our time together can be used effectively.

You are responsible for attending your appointment at the scheduled time and ensuring that you have the technology and internet connection necessary to participate in a virtual session.

If you arrive late, the appointment may still end at its originally scheduled time so that subsequent appointments and commitments are not affected.

Consulting appointments may be subject to additional booking, intake, cancellation, rescheduling, or service terms presented during scheduling.

10. Documents Provided for Consulting

You may choose to provide financial statements, reports, spreadsheets, or other information in connection with consulting services.

You are responsible for ensuring that you have the right to provide any information or documents you submit.

Please do not provide passwords, Social Security numbers, complete bank account numbers, or other unnecessary sensitive information.

Documents provided for advance review are reviewed for context in connection with the scheduled service unless a different scope of work has been agreed to in writing.

Submitting documents does not expand the scope or duration of a purchased consulting service.

11. Client Responsibility

Built Beside You aims to provide clear, practical information, but you remain responsible for decisions concerning your business.

You are responsible for:

  • Evaluating whether information is appropriate for your circumstances;

  • Providing accurate information when requesting consulting services;

  • Implementing any actions you choose to take;

  • Maintaining your own business and financial records;

  • Meeting applicable filing, payment, regulatory, and compliance deadlines; and

  • Seeking appropriate professional advice when necessary.

Nothing about purchasing a resource or participating in a consultation transfers responsibility for operating or managing your business to Built Beside You.

12. No Guaranteed Results

Built Beside You does not guarantee any particular financial, business, revenue, profitability, tax, growth, or other outcome from using our Services.

Examples, illustrations, educational scenarios, or discussions of potential outcomes are provided for educational purposes and should not be interpreted as guarantees of results.

Your results depend on your circumstances, decisions, implementation, market conditions, and numerous other factors outside our control.

13. User Conduct

You agree not to use this website or the Services to:

  • Violate applicable law;

  • Infringe the rights of Built Beside You or another person;

  • Attempt to gain unauthorized access to the website or related systems;

  • Introduce malicious code or interfere with website functionality;

  • Fraudulently obtain products or services;

  • Misuse or redistribute protected content; or

  • Use our Services for unlawful or abusive purposes.

We reserve the right to restrict access to our Services when reasonably necessary to protect Built Beside You, our customers, or others.

14. Third-Party Services and Links

Our website and Services may reference or integrate with third-party products, platforms, websites, or services.

These may include payment processors, scheduling platforms, accounting software, video-conferencing services, document-sharing services, and other business tools.

Built Beside You does not control third-party services and is not responsible for their availability, security, content, policies, or performance.

References to third-party products or services do not necessarily constitute an endorsement or guarantee.

Your use of third-party services is governed by the applicable provider's own terms and policies.

15. Website Availability and Accuracy

We make reasonable efforts to provide useful and accurate information and to maintain the availability of our website and Services.

However, we do not guarantee that the website will always be available, uninterrupted, error-free, or free of technical problems.

Information may occasionally contain typographical, technical, or other errors. We reserve the right to correct errors and update information when appropriate.

Financial, tax, regulatory, and business information may also change over time. You should verify time-sensitive information with appropriate current sources or professionals before relying upon it.

16. Disclaimer of Warranties

To the extent permitted by applicable law, the website, digital products, and Services are provided on an “as is” and “as available” basis.

Built Beside You makes no warranties, express or implied, regarding the Services except as expressly stated in writing.

Nothing in these Terms excludes warranties or rights that cannot legally be excluded under applicable law.

17. Limitation of Liability

To the fullest extent permitted by applicable law, Built Beside You will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from or related to your use of the website, products, resources, or Services.

To the fullest extent permitted by applicable law, Built Beside You's aggregate liability arising from a particular purchased product or service will not exceed the amount you paid to Built Beside You for that product or service giving rise to the claim.

These limitations do not apply where liability cannot legally be limited or excluded.

18. Indemnification

To the extent permitted by applicable law, you agree to indemnify and hold harmless Built Beside You and its owner, representatives, and service providers from claims, liabilities, damages, losses, and reasonable expenses arising from your unlawful use of the Services, your violation of these Terms, or your infringement of another person's rights.

19. Termination or Refusal of Service

We reserve the right to suspend or terminate access to our Services when reasonably necessary because of nonpayment, unlawful activity, abusive behavior, misuse of intellectual property, violation of these Terms, or other material misuse of our Services.

Where appropriate, any refund associated with a termination initiated by Built Beside You will be determined based on the circumstances and applicable law.

20. Changes to These Terms

We may update these Terms periodically to reflect changes in our Services, business practices, or applicable requirements.

The updated version will be posted on this page with a revised “Last Updated” date.

Changes will apply prospectively unless otherwise stated or required by law.

21. Governing Law

These Terms and any dispute arising from or relating to them will be governed by the laws applicable to Built Beside You's principal place of business, without regard to conflict-of-law principles, except where applicable law requires otherwise.

Any mandatory rights available to you under applicable law remain unaffected.

22. Severability

If any provision of these Terms is determined to be invalid or unenforceable, the remaining provisions will continue in effect to the extent permitted by law.

23. Entire Agreement

These Terms, together with any applicable service agreement, booking terms, Privacy Policy, Disclaimer, and Refund & Cancellation Policy, constitute the applicable agreement between you and Built Beside You regarding your use of the Services.

If a separate written agreement governing a specific service conflicts with these Terms, the more specific agreement will control with respect to that service.

24. Contact

Questions about these Terms may be directed to:

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