SPANANCIAL WELLNESS®: CLIENT COACHING
Bi-monthly meeting for Existing Recurring Clients
Service Description
This service is Spanancial Wellness for existing clients under a CPA Retainer service agreement with The Money Council®. Our bi-monthly schedule is held in the following months, and new sessions are released weekly. If you are an existing client, please adhere to the below scheduling requirements for your bi-monthly meeting. Meetings that are missed do not carry over to the following year. Bi-Monthly sessions should be booked the 3rd week of each month listed below. → Feb - Topic, tax season readiness, and management reports → Apr - Topic, estimated taxes, and 1Q business results → May - Topic, business budgets, and 12-month rolling forecast → July - Topic, estimated taxes, and 2Q business results → Sep - Topic, estimated taxes, and 3Q business results → Nov - Topic, year-end results, profit and tax reconciliations Please note that the consultation policies and contract terms kick in for this service level.
Cancellation Policy
PLEASE BE ADVISED THAT THE POLICIES LIST BELOW WILL BE REFERENCED THAT YOU FULLY UNDERSTAND IN CASE A CHARGEBACK MATTER ENSUES.
Contact Details
404-480-5209
support@themoneycouncil.com
260 Peachtree Street Northwest suite 2200, Atlanta, GA, USA
Consultation Policy:
Once a consultation is booked, our team begins the necessary research to deliver proper advice to the client based on information provided at checkout. Clients will be emailed the consultation confirmation and ample reminder emails via the email address you used to purchase the consultation. If we have begun consultation research, which occurs 24 hours after payment, the most refund a client can receive back is the price paid minus $250. This amount is not guaranteed when requested but only provided when the client has provided ample communication or has attempted to reschedule their consultation. The refund may be less if we have begun the tax preparation process. We will not provide any refund if the client misses a scheduled meeting or fails to reschedule based on our booking policy.
Confidentiality & Non-Disclosure Agreement
Any information, strategies, or materials shared during the consultation are provided exclusively for the Client’s personal use and benefit. The Client agrees not to share, distribute, or disclose any proprietary information, insights, or materials gained during the consultation with any third parties, in any format, without the express written consent of the Consultant. Failure to adhere to this confidentiality agreement will be considered a breach of contract and may result in immediate termination of services without refund.
Third-Party Representation:
By purchasing our consultation service, you are consenting to allow our entire firm to work on your accounting matters. Our staff members include Certified Public Accountants, Enrolled Agents, and administrative staff. Renesha Davis, although she is our founding CPA, she is not the only CPA in our office and your accounting matters and may or may not be assigned directly to her accounting research.
Service Rendered:
When purchasing the consultation services, The Money Council, LLC, Renesha Davis, CPA, and the office staff therein, are not consenting to representation throughout the tax resolution process beyond the selected service. The service fee covers the precise and only the exact service listed in the description of the store product page. Services beyond the listed description should not be expected from The Money Council, LLC nor will they be performed without an additional payment and agreement for services.
Please read our full legal terms and agreements here.