Terms of use

These terms apply to wescotcfo.com, operated by Wescot CFO, LLC (“Wescot,” “we,” “us”). By using the site, you agree to them. If you don’t agree, please don’t use the site.

The content on this site is general information about running a business. It isn’t accounting, tax, legal, investment or other professional advice for your situation. Wescot provides advice only under a written engagement letter, signed by both of us. Using the site, sending a form or booking a call doesn’t create a client relationship.

Wescot provides advisory services. We don’t perform audits, reviews or compilations of financial statements, and nothing on this site provides assurance on anyone’s financial information.

The self‑check is a general guide based only on your own answers. It isn’t a review of your financial statements or professional advice, and your score doesn’t predict any outcome. Decisions about your business remain yours.

The sample deliverables and any figures on this site are made up to show the format. They aren’t client work or client results, and they don’t suggest any result you should expect.

We describe what we do and how often. We don’t promise any particular result, saving, profit or outcome from working with us.

The client portal is available only to Wescot clients and the people they authorize. You agree to keep your sign‑in codes private, to use the portal only for your engagement with Wescot, and to tell us promptly if you think someone has accessed it without permission. Your engagement letter governs the work and the documents shared there.

Please don’t misuse the site. That includes trying to get into areas you aren’t authorized to use, interfering with how it works, submitting false information, or using automated tools to scrape it.

The Wescot name, logo, text, samples and design on this site belong to Wescot CFO, LLC. You’re welcome to download and share our sample PDFs and partner one‑pager unchanged. Please don’t otherwise copy or reuse our content without permission.

Booking runs through Calendly, and the site links to services like LinkedIn. Those services have their own terms and privacy policies, and we aren’t responsible for them.

We work to keep the site accurate and available, but it’s provided “as is,” without warranties of any kind. We may change or remove content at any time.

To the extent the law allows, Wescot isn’t liable for any loss or damage arising from your use of this site or reliance on its general content. This doesn’t limit any responsibility we have under a signed engagement letter.

We may update these terms. The effective date at the top shows when they last changed.