Terms and Conditions

Introduction and Acceptance

These Terms and Conditions constitute a binding legal agreement between you and Profit meridiam regarding your use of our website and professional services. By accessing this website, submitting inquiries, or engaging our services, you acknowledge that you have read, understood, and agree to be bound by these terms.

These terms supplement our Terms of Service and Privacy Policy. In the event of any conflict, the specific provisions in a signed service agreement will take precedence over these general terms.

Effective date: January 25, 2026.

User Obligations and Conduct

As a user of our website and services, you agree to the following obligations:

1. Lawful Conduct

You must use our website and services in compliance with all applicable federal, state, and local laws and regulations. This includes, but is not limited to:

  • Compliance with tax laws and financial reporting requirements
  • Adherence to nonprofit regulations and governance standards
  • Respect for intellectual property rights and privacy laws
  • Honest and accurate representation in all communications

2. Accurate Information

You are responsible for ensuring that all information provided to us is accurate, complete, and current. This includes organizational details, financial information, contact information, and any other data submitted through our website or during service engagements. Inaccurate information may result in errors in our services and could have legal or financial consequences for your organization.

3. Cooperation and Communication

During service engagements, you agree to provide timely responses to our requests for information, documentation, and clarification. You will designate appropriate personnel to work with our team and ensure they have the authority to make necessary decisions and provide required information.

4. Prohibited Activities

You agree not to:

  • Use our services to facilitate any fraudulent, illegal, or unethical activities
  • Misrepresent your organization's status, funding sources, or financial condition
  • Attempt to reverse engineer, decompile, or extract our proprietary methodologies
  • Share confidential information about our services with competitors
  • Use our work product in ways that violate professional standards or regulations

Content Guidelines and Restrictions

User-Generated Content

When you submit content through our contact forms or other communications, you represent and warrant that you have the right to share such content and that it does not violate any third-party rights or applicable laws. You grant us permission to use this content as necessary to provide our services and improve our operations.

Prohibited Content

You may not submit or transmit through our website any content that:

  • Is false, misleading, or deceptive
  • Is defamatory, harassing, threatening, or abusive
  • Infringes on intellectual property or other proprietary rights
  • Contains viruses, malware, or other harmful components
  • Violates privacy rights or contains confidential information of third parties

Age Requirements and Capacity

Our services are intended for use by organizations and individuals who have reached the age of majority in their jurisdiction and who have the legal capacity to enter into binding agreements. By using our website and services, you represent that:

• You are at least 18 years of age

• You have the legal authority to bind your organization to these terms

• You are not prohibited by law from receiving our services

• You have obtained any necessary approvals from your organization's board or governing body

Privacy and Data Protection Obligations

You acknowledge and agree that:

Data Sharing: You will not share any sensitive data received from us with unauthorized third parties without our prior written consent

Confidentiality: You will maintain the confidentiality of any proprietary information, methodologies, or processes we share with you during service delivery

Data Security: You will implement reasonable security measures to protect any data or documentation we provide to you

Third-Party Data: When providing us with information about donors, staff, or other individuals, you confirm you have the right to share such information and have obtained necessary consents

Indemnification Obligations

You agree to indemnify, defend, and hold harmless Profit meridiam, its affiliates, officers, directors, employees, contractors, and agents from and against any and all claims, damages, obligations, losses, liabilities, costs, and expenses arising from:

• Your violation of these Terms and Conditions or any applicable laws

• Your violation of any rights of a third party

• Inaccurate or incomplete information you provide to us

• Your misuse of our services or work product

• Your organization's financial or legal issues that are not caused by our negligence

• Any claims brought by your donors, staff, board members, or other stakeholders related to your use of our services

Disclaimers and Warranties

No Guarantee of Outcomes

While we strive to provide high-quality professional services, we cannot guarantee specific outcomes or results. Financial and organizational success depends on many factors beyond our control, including your organization's leadership, funding environment, and external economic conditions.

Information Accuracy

The accuracy and completeness of our work depends heavily on the information you provide. We are not responsible for errors or omissions resulting from incomplete, inaccurate, or untimely information provided by you or your organization.

No Legal or Investment Advice

Our services focus on accounting and financial management. We do not provide legal advice, investment advice, or tax advice unless specifically engaged to do so under a separate written agreement. You should consult appropriate professionals for these specialized services.

As-Is Services

Except as expressly stated in a signed service agreement, our services are provided on an as-is basis without warranties of any kind, either express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement.

Limitation of Liability

To the maximum extent permitted by applicable law:

Direct Damages

Our total liability for any claims arising out of or related to these Terms and Conditions or our services shall not exceed the total amount paid to us by your organization for services during the twelve months preceding the claim.

Consequential Damages Exclusion

In no event shall Profit meridiam be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, loss of revenue, loss of data, loss of goodwill, work stoppage, or any other commercial damages or losses, even if we have been advised of the possibility of such damages.

Exceptions

These limitations do not apply to damages resulting from our gross negligence, willful misconduct, or violation of applicable law, to the extent such limitations are prohibited by law.

Force Majeure

Neither party shall be liable for any failure or delay in performing their obligations under these terms where such failure or delay results from circumstances beyond their reasonable control, including but not limited to acts of God, natural disasters, war, terrorism, labor disputes, governmental actions, epidemics, pandemics, or failures of telecommunications or internet services. The affected party shall provide prompt notice of such circumstances and shall use reasonable efforts to resume performance as soon as practicable.

Governing Law and Jurisdiction

Applicable Law

These Terms and Conditions shall be governed by and construed in accordance with the laws of the United States, without giving effect to any principles of conflicts of law. You agree to submit to the jurisdiction of the courts located in the United States for resolution of any disputes.

Dispute Resolution Process

In the event of any dispute arising from these terms or our services, the parties agree to:

  • First attempt to resolve the dispute through good faith negotiation
  • If negotiation fails within 30 days, proceed to mediation with a mutually agreed mediator
  • If mediation fails, either party may pursue binding arbitration or litigation

Waiver of Class Actions

You agree to pursue any claims individually and waive any right to participate in class action lawsuits or class-wide arbitration against Profit meridiam.

Severability and Waiver

Severability

If any provision of these Terms and Conditions is held to be invalid, illegal, or unenforceable, the validity, legality, and enforceability of the remaining provisions shall not be affected or impaired. The invalid provision shall be replaced with a valid provision that most closely approximates the intent and economic effect of the original provision.

Waiver

Our failure to enforce any right or provision of these terms shall not constitute a waiver of such right or provision. Any waiver must be in writing and signed by an authorized representative of Profit meridiam. No waiver of any term shall be deemed a further or continuing waiver of such term or any other term.

Assignment and Transfer

You may not assign, transfer, or delegate your rights or obligations under these Terms and Conditions without our prior written consent. Any attempted assignment without such consent shall be null and void.

We may assign or transfer our rights and obligations under these terms in connection with a merger, acquisition, sale of assets, or by operation of law. We will provide you with notice of any such assignment.

Entire Agreement

These Terms and Conditions, together with our Privacy Policy, Cookie Policy, and Terms of Service, constitute the entire agreement between you and Profit meridiam regarding your use of our website. For professional service engagements, these general terms are supplemented by specific engagement agreements that contain additional terms and conditions.

Modifications to These Terms

We reserve the right to modify these Terms and Conditions at any time. Material changes will be communicated by posting a notice on our website or through email to engaged clients. The updated terms will become effective upon posting, or at a later date if specified in the notice.

Your continued use of our website or services after modifications become effective constitutes your acceptance of the revised terms. If you do not agree with the modified terms, you should discontinue use of our website and services and may terminate any active service agreements in accordance with their termination provisions.