Terms & Conditions

Effective Date: September 30, 2026

1. Acceptance of These Terms

SOAR Financial Operations (“SOAR,” “we,” “us,” or “our”) is a bookkeeping and operational finance service. By accessing or using this website, you agree to these Terms & Conditions. If you do not agree, please do not use this website.

2. Use of This Website

This website describes our services and allows prospective clients to contact us. You agree to use it only for lawful purposes and not to:

• Attempt to gain unauthorized access to the website, its servers, or any connected system
• Interfere with or disrupt the website’s operation or security
• Use automated means to copy or collect content from the website
• Submit false, misleading, or unlawful information through our forms

3. No Professional Advice or Client Relationship

Content on this website is provided for general information only. It is not accounting, tax, legal, or investment advice. Using this website or contacting us does not create a client relationship with SOAR Financial Operations Client engagements are governed by a separate written agreement, which takes precedence over these terms.

4. Pricing and Service Descriptions

Package descriptions and prices shown on this website are provided for general reference and may change without notice. Final scope, deliverables, and fees are set in your written engagement agreement.

5. Intellectual Property

The content, design, logos, trademarks, and branding on this website are owned by SOAR Financial Operations or its licensors and are protected by applicable intellectual property laws. You may view the website and share links to it; you may not reproduce, modify, distribute, or use our content or branding for commercial purposes without our prior written permission.

6. Information You Submit

Information you submit through this website is handled in accordance with our Privacy Policy. Please do not send sensitive financial information, such as account numbers or login credentials, through our contact form.

7. Third-Party Services and Links

This website uses third-party services, including HubSpot for our contact form and website analytics, which operate under their own terms and privacy policies. Links to external websites are provided for convenience; we are not responsible for their content or practices. See our Cookie Policy for more information.

8. Disclaimer of Warranties

This website and its content are provided “as is” and “as available,” without warranties of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the website will be uninterrupted, error-free, or free of harmful components, or that its content is complete or current.

9. Limitation of Liability

To the fullest extent permitted by law, SOAR Financial Operations and its officers, employees, and agents will not be liable for any indirect, incidental, special, consequential, or punitive damages arising from or related to your use of, or inability to use, this website. Nothing in these terms limits liability that cannot be limited under applicable law.

10. Indemnification

You agree to indemnify and hold harmless SOAR Financial Operations from any claims, losses, or expenses, including reasonable attorneys’ fees, arising from your misuse of this website or your violation of these terms.

11. Governing Law

These terms are governed by the laws of the State of California, without regard to its conflict-of-law principles. Any dispute arising from these terms or your use of this website will be brought in the state or federal courts located in Sacramento County, California.

12. Changes to These Terms

We may update these terms periodically. The “Effective Date” at the top of this page indicates when they were last revised, and your continued use of this website after changes are posted constitutes acceptance of the revised terms.

13. Severability

If any provision of these terms is found unenforceable, the remaining provisions will remain in full force and effect.