Legal
Terms of Service
The rules for using the CircuIQ website and client portal, how we quote and bill consulting work, and what our deliverables are and are not.
Who we are
This website and the CircuIQ client portal are operated by Gestures Broadly LLC d/b/a CircuIQ, an Oklahoma limited liability company. In these terms, “we” and “us” mean that company, and “you” means the person or business using the site or portal. CircuIQ is a trading name; the contracting entity is Gestures Broadly LLC.
Using this site or signing into the portal means you accept these terms. If you are accepting on behalf of a business, you are confirming you have the authority to bind it.
What these terms cover, and what overrides them
These terms cover the public website, the client portal, and the links we send you for intake, scheduling, proposals, reports, and sign-offs.
They do not govern the consulting work itself. Paid engagements are governed by the Master Service Agreement you sign, together with the Schedule A and any Statement of Work executed under it. Where these terms and your signed agreement conflict on any point, your signed agreement governs. Our Privacy Policy and Service Levels are incorporated into these terms by reference.
Accounts and acceptable use
Portal accounts are created by us and issued by invitation, normally after an audit has been arranged. You are responsible for keeping your credentials secure and for what happens under your account. Tell us promptly if you think an account has been compromised.
You agree not to:
- share an account with someone we have not issued access to, or use the portal to reach another customer’s data;
- probe, scan, or test the security of the site or portal without our written permission, or interfere with its normal operation;
- upload material you do not have the right to give us, or that contains malicious code;
- scrape the site, or use it to build a competing product or a machine-learning training set.
Please do not send us payment card numbers, government-issued identity documents, or health records. Nothing in our workflow needs them. Card details go to Stripe directly, and tax identification numbers are collected only through the onboarding step built for them.
Quotes, engagements, and the audit credit
Prices shown on this site and figures given in a proposal are quotes, not binding offers. An engagement begins only when a proposal is accepted and the corresponding agreement is signed by both parties. We may decline work, or reshape an offer, where the engagement no longer makes sense for both companies.
The audit comes first. An audit is required before other services, and is quoted at $500 to $1,000 depending on scope. Follow-on packages are quoted at their full engagement price before any credit is applied.
Audit credit. Where an engagement is eligible, we credit the audit fee dollar for dollar against a fixed-fee engagement signed within 30 days of the audit report being delivered. The credit is applied after the full quote, not as a discount to it. Fractional support is excluded from the credit. Eligibility and the credited amount are stated in the proposal; if the proposal is silent, no credit applies.
Fit. Our V1 service is aimed at small and medium-sized businesses running QuickBooks Online. Heavily regulated environments — financial services, government, medical, and legal — are outside our current lane, and we will say so rather than take work we are not the right firm for.
Payment
Fees, deposits, and the payment schedule are set out in your proposal and agreement. We bill by secure payment link or invoice after fit and price are confirmed. Card payments are processed by Stripe; we never receive or store full card numbers.
Some work is gated on payment — audit scheduling is released once the deposit clears, and portal access to a deliverable can depend on the associated invoice being settled. Where a gate applies it is stated in the proposal. Fees are exclusive of any taxes we are required to collect. Unless your agreement says otherwise, fees for work already performed are non-refundable.
Electronic signature
Proposals, the Master Service Agreement, and Statements of Work are signed electronically through the portal. You agree that an electronic signature applied this way has the same effect as a handwritten one, and that the record we retain — including the name entered, the timestamp, and the version of the document presented — is evidence of agreement. Each document shows its version; that version is the one you are agreeing to.
Call recording and AI-assisted analysis
Discovery and audit calls are recorded, with your knowledge and on notice at the time of the call. We use those recordings to produce transcripts, call summaries, and scoping and audit documents. Some of that processing uses automated and AI-assisted analysis. Which providers are involved, and when a call stays on our own infrastructure, is set out in the Privacy Policy.
AI-assisted output is a draft, not a finding. Every document we deliver is reviewed by a person before it reaches you — but automated analysis can still misread a transcript, miss context, or state something with more confidence than the underlying evidence supports. Treat our deliverables as informed recommendations to check against your own records, not as verified fact. If something in a report does not match what you know about your business, tell us: that is a defect and we will correct it.
Our work is not professional advice
We are an automation and back-office operations consultancy. We are not your accountant, auditor, bookkeeper of record, attorney, or tax adviser, and nothing we produce is accounting, audit, legal, or tax advice. The word “audit” in our packages means a review of your workflows and where they leak time — it is not an audit in the professional accounting sense, and produces no opinion on your financial statements.
You remain responsible for your books, your filings, and your regulatory obligations. Decisions with financial, tax, or legal consequences should be checked with a qualified professional before you act on them.
Your data and your systems
What we collect and who processes it is covered by the Privacy Policy. In addition:
- You keep ownership of your data. Material you give us stays yours, and we use it to perform the engagement, not for anything else.
- You warrant you may share it. You confirm you have the right to give us the records and access you provide, including on behalf of any third party whose information appears in them.
- Connected systems. If you connect QuickBooks or another tool, you authorise us to access it within the scope you grant, and you can revoke that access at any time. Those services have their own terms with you, and we are not responsible for their availability or their acts.
- Backups are yours to keep. Where we change a live system we take reasonable care, but you are responsible for maintaining your own backups of anything you cannot afford to lose.
Intellectual property
The site, the portal, and the methods, templates, and tooling behind our service remain ours. Deliverables prepared specifically for you — your audit report, your scope documents, configuration built for your systems — are yours once paid for, as set out in your agreement.
Where a deliverable includes our underlying templates, know-how, or reusable components, we keep ownership of those and grant you a perpetual, non-exclusive licence to use them as part of that deliverable in your own business. We may reuse general skills, techniques, and learning from an engagement, in a form that identifies no customer and discloses no customer information.
Availability
Target availability, planned maintenance, and how we handle incidents are set out in Service Levels. Outside of any commitment made there, the site and portal are provided on an as-available basis, and parts of the service depend on third parties whose downtime we do not control.
Warranties and liability
We will perform consulting services with reasonable skill and care. Beyond that, and beyond any commitment in your signed agreement or in Service Levels, the site, the portal, and their content are provided without warranties of any kind, whether express or implied, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the service will be uninterrupted or error-free, or that any particular saving, result, or outcome will be achieved.
To the fullest extent permitted by law, neither party is liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, lost revenue, or lost or corrupted data, even if advised such damages were possible. Our total liability arising out of or relating to these terms or an engagement is limited to the fees you paid us for the engagement giving rise to the claim in the twelve months before the claim arose.
Nothing in these terms limits liability that cannot be limited by law, including liability for fraud, fraudulent misrepresentation, or death or personal injury caused by negligence.
Suspension and termination
You may stop using the site at any time. We may suspend or close portal access where an account is used in breach of section 3, where invoices are materially overdue, or where we are required to by law — and in the first two cases we will tell you first and give you a chance to put it right, unless doing so would make the problem worse.
Ending portal access does not by itself end an engagement; how an engagement is terminated, and what happens to work in progress, is governed by your signed agreement. Sections 8 through 12, 14, and this sentence survive termination. Retention of your data after an engagement ends is covered by the Privacy Policy.
Governing law
These terms are governed by the laws of the State of Oklahoma, without regard to its conflict-of-laws rules. The state and federal courts serving Oklahoma have exclusive jurisdiction over any dispute arising out of them, and both parties consent to that venue.
If any provision is held unenforceable, the rest stays in force. A failure to enforce a provision is not a waiver of it.
Changes to these terms
If we change these terms we will update the version and date at the top of the page. Changes apply from the date they are published. For changes that materially affect customers with an active engagement, we will say so directly rather than relying on you to notice, and your signed agreement continues to govern its own subject matter regardless.
- 1.0 — first published version.
Contact
Questions about these terms: legal@circuiq.com. Privacy questions: privacy@circuiq.com. Anything about your engagement: reply to the person you have been dealing with, or use the contact page.
Gestures Broadly LLC d/b/a CircuIQ · an Oklahoma limited liability company