Terms of service

Terms of service

The terms that govern use of this website and, at a high level, how our engagements work. Your engagement letter is the controlling document for any client relationship.

Sec. 01

Use of this site

The content of this website — including the tax, fee and scoping estimators — is provided for general information. The estimators perform indicative arithmetic from configurable assumptions; their output is not tax, legal or investment advice and should not be relied on without professional review of your specific situation.

Sec. 02

Engagements

Client work begins only when both parties sign an engagement letter that sets out scope, fees, responsibilities and timelines. Nothing on this website constitutes an offer of engagement or creates an accountant-client relationship.

Sec. 03

Estimates and fees

Fees shown by the estimators are indicative and confirmed after a scoping call. Confirmed fees change only by written agreement — we do not invoice surprises.

Sec. 04

Liability

To the fullest extent permitted by law, our liability in connection with this website is limited. For engagements, liability terms are set out in the engagement letter and applicable professional standards.

Balanced books, kept here

Accounting & fractional CFO for owner-led businesses.

hello@summa.co
+1 (415) 555-0132
228 Ledger Row, Suite 4 · San Francisco, CA
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