Terms and Conditions

These terms and conditions are subject to change by Well Balanced Accountants, LLC (“Coach”), at any time and at our discretion without notice by updating this posting.  

These terms and conditions govern your use of our programs and this website.  By accessing this website and this program, you are acknowledging and accepting these terms and conditions.  

This terms and conditions agreement (“Agreement”) is entered into between Well Balanced Accountants, LLC (“Coach”) and Client regarding the use of this website and provision of coaching services, both live and online, and training programs.  Coach and Client shall be collectively referred to as the “Parties.” This Agreement is effective as of the date of Client’s acceptance hereto.

1. Scope of Engagement. Client is engaging Coach to receive unlimited and perpetual access to Coach’s online training program (the “Program”). Client will create login credentials upon the receipt of payment described below.

2. Limitations on Engagement. No guarantees or representations are provided for the following:

  • that Client will pass the CPA exam (if Client is preparing to take the exam);
  • that Client will remain employed by any organization; or
  • that Client will achieve any particular results, benchmarks, or profitability

3. Copyright Protection. The content, materials and information provided pursuant to the Program contain copyrighted and/or proprietary material, which remain Coach’s property. Client is the only person authorized to access the Program materials. Client shall not use or reuse the Program materials for any financial gain or otherwise distribute, remarket, or screen the Program materials to any third parties. Client may not reproduce, duplicate, share, or distribute the Program materials, including taking screen shots or downloading video files, or saving any Program content to a digital storage device. Violation of this provision shall result in immediate termination of Client’s access to the Program.

4. Limitation of Liability.  Under no circumstances shall coach, or its agents, affiliated companies, officers, directors, employees and contractors be liable for any direct, indirect, punitive, incidental, special or consequential damages that result from the use of, or inability to use, this program.  This limitation applies whether the alleged liability is based on contract, tort, negligence, strict liability or any other basis, even if the coach has been advised of the possibility of such damage. Except as prohibited by law, in no event shall the amount of collective liability of the coach and its agents, affiliated companies, officers, directors, employees and contractors exceed the amount actually paid to the company for product or services.  Because some jurisdictions do not allow the exclusion or limitation of the incidental or consequential damages, company’s liability in such jurisdictions shall be limited to the extent permitted by law.

5. Indemnification. Upon a request by Coach, you agree to defend, indemnify, and hold Coach and its other affiliated companies harmless, and their employees, contractors, officers, and directors from all liabilities, claims, and expenses, including attorney’s fees, that arise from your misuse of this web site or from your violation of the terms and conditions stated herein.

6. Payment. A one-time payment of $497.00 will be due before Client may access the Program. No refunds will be given under any circumstances.

7. Entire Agreement. This writing embodies the sole and complete Agreement between the Parties with respect to the subject matter herein and incorporates all prior or contemporaneous discussions and understandings between the Parties. No modification, amendment, waiver, termination or discharge of any provision hereof shall be binding unless confirmed in a written instrument signed by all Parties.

8. Governing Law.  This Agreement shall be governed by and construed in accordance with the laws the State of California without regard to its conflicts of laws provisions, and the place of execution and performance is San Diego County, within the North County division of the San Diego Superior Court.

I agree to the terms set forth herein.  

California CPA Requirements

In this 30 minute session we will: 


1. Take an inventory of what’s working and what’s not working in your career or organization. 


2. Understand your goals- either personal or organizational- and priorities over the next 12-18 months.


3. Make personal recommendations to help you gain traction and turn your goals into reality.

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