Full Disclosure

Last Updated: October 6, 2026

Consulting and Services

Firm Clients, its subsidiaries, and affiliates (collectively, "Firm Clients," the "Company," "We," or "Us") is a business-to-business marketing and consulting company serving accounting firms. We do not sell a business opportunity, "get rich quick" program, or money-making system. We believe that better client acquisition, sales, and hiring systems can help an established firm prepare to grow, but we do not and cannot guarantee that any firm will gain clients, revenue, or profit. We do not make earnings claims, effort claims, return on investment claims, or claims that our services will make you any money. Our services generally include a mix of done-for-you marketing assets, consulting, training, and tools and resources. All material is intellectual property protected by copyright. Any duplication, reproduction, or distribution is strictly prohibited.

Examples, Case Studies, and Hypothetical Scenarios

The Company makes no representation regarding the likelihood or probability that any actual or hypothetical investment in our services will achieve a particular outcome or perform in any predictable manner. Any historical results shown in Company presentations, advertisements, and materials do not represent the performance of any specific client's experience. Past performance is not a guarantee of future success, and results in any period may be far above or below those of a previous period. No representation is being made that any firm will or is likely to achieve results similar to those shown, or that losses will be avoided. Investing in marketing and business services involves risk, and you could lose money. Examples and hypothetical scenarios may include information compiled from third-party sources. The Company believes this information comes from reliable sources but does not guarantee its accuracy.

Advertising and Platform Results

Our services rely on third-party advertising platforms, including Facebook and YouTube. Advertising costs, lead volume, lead quality, booked calls, and close rates vary and depend on factors outside the Company's control, including platform policies, your market, your offer, your pricing, and your firm's own sales process. Advertising spend is paid to those platforms, is separate from our fees, and is not guaranteed to produce a return.

Lending and Financing

The Company is not a lender, does not issue credit, and is not a credit counselor, and it does not provide consulting services related to acquiring lines of credit. Lenders and financing providers are independently owned and operated and are not affiliated with the Company. The Company does not receive referral fees or any compensation related to lending or other services provided by these independent parties. You should carefully evaluate your own financial situation, objectives, risks, and other relevant circumstances before borrowing funds. Firm Clients assumes no responsibility or liability for the actions, products, services, and content of independent parties. Using borrowed money to purchase our services, or any other product or service, at high interest rates or terms may significantly reduce any return you receive, or may cause you to lose more money than you invested. The Company urges you to carefully consider using borrowed money before making a purchasing decision. If you cannot make required minimum payments to a bank or lender, you may incur additional fees and risk damage to your credit profile.

Client Satisfaction Surveys, Testimonials, and Reviews

To continually improve the client experience, we survey our clients often. It is nevertheless difficult to track and confirm which clients fully implement the systems and recommendations we provide.

Testimonials and reviews are individual experiences and personal opinions of those who have purchased our services. Individual results will vary, and testimonials and reviews may not be typical. Results depend on the individual effort, time, and skill of each client, as well as market conditions and other unknown factors. The Company does not track or verify clients' monetary results. Instead, it surveys clients on the value of its services, support, and overall satisfaction.

You may be asked to complete a satisfaction survey. By completing a survey, you confirm that the information is an accurate representation of your experience and that you have not received any financial incentive to give positive feedback. You also give the Company permission to publish your aggregate feedback and comments, on your behalf, on the Company's websites, materials, and online review outlets. We respect your privacy and will not publish personally identifiable information.

Third Parties

The Company may link or refer to content and services created or provided by third parties that are not affiliated with the Company. The Company is not responsible for such content and does not endorse or approve it. Such content may carry terms and conditions, privacy provisions, confidentiality provisions, or other provisions that differ from those of the Company. The Company assumes no responsibility or liability for the accuracy, reliability, or opinions contained in such content. If you access such content or use those products or services, you do so at your own risk.

The Company may provide services through, or refer you to, third-party businesses. Some of these businesses may share common interest and ownership with the Company. Third-party terms and conditions, privacy provisions, confidentiality provisions, and other provisions are governed separately from your client relationship with the Company.

Third-party company names, logos, and products are trademarks or registered trademarks of their respective holders. Use of them does not imply any affiliation with, or endorsement or sponsorship of, the Company.