Terms & Conditions

Last Updated: May 1, 2026

Welcome to The Money Medic.

These Terms and Conditions explain the rules for using our website, contacting us, booking a call, requesting information, and working with The Money Medic for bookkeeping, financial repair, cleanup, reporting, and related business support services.

By using this website, submitting a form, booking a call, or choosing to work with The Money Medic, you agree to these Terms and Conditions. If you do not agree with these terms, please do not use this website or submit information through it.

For questions, please contact us at:

info@floridamoneymedic.com

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  1. ABOUT THE MONEY MEDIC

The Money Medic provides bookkeeping, financial repair, QuickBooks cleanup, catch-up bookkeeping, reporting support, and back-office financial organization for medical spas, aesthetic practices, wellness businesses, and other business owners.

Our goal is to help business owners better understand their financial records, improve bookkeeping structure, prepare cleaner information for tax time, and make more informed business decisions.

The Money Medic is not a law firm, bank, investment advisor, or financial institution. Any services provided are limited to bookkeeping, financial organization, reporting support, and related business services unless otherwise stated in a separate written agreement.

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  1. WEBSITE INFORMATION ONLY

The information on this website is provided for general informational and educational purposes only.

Nothing on this website should be considered legal advice, investment advice, tax advice, accounting advice, or a guarantee of any financial result. Website content is meant to help visitors understand the types of services offered by The Money Medic, but it does not replace professional advice based on your specific situation.

You should consult with a licensed tax professional, attorney, CPA, financial advisor, or other qualified professional when making decisions that require specialized guidance.

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  1. SERVICES AND ENGAGEMENTS

Using this website or booking a call does not automatically create a client relationship with The Money Medic.

A client relationship begins only after The Money Medic accepts the client, both parties agree to the scope of services, and any required service agreement, proposal, invoice, or payment arrangement is completed.

Services may include, but are not limited to:

Bookkeeping support

QuickBooks cleanup

Catch-up bookkeeping

Financial repair

Monthly bookkeeping organization

Reporting support

Cash flow visibility support

Tax-readiness organization

Back-office financial review

Business bookkeeping consultation

The exact services provided will depend on the agreement between the client and The Money Medic.

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  1. CLIENT RESPONSIBILITIES

Clients are responsible for providing accurate, complete, and timely information needed to perform services.

This may include bank statements, credit card statements, payroll records, QuickBooks access, POS reports, merchant processor reports, receipts, invoices, tax documents, business records, and other supporting documentation.

The Money Medic relies on the information provided by the client. If information is missing, inaccurate, delayed, incomplete, or withheld, the quality, timing, and accuracy of bookkeeping or reporting services may be affected.

Clients remain responsible for reviewing their own records, asking questions, and making final business decisions based on their own judgment and professional guidance.

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  1. BOOKKEEPING AND FINANCIAL REPAIR LIMITATIONS

The Money Medic works to organize, clean up, and improve financial records based on the information available.

However, bookkeeping cleanup and financial repair may involve older records, inconsistent data, missing documentation, third-party software issues, client-provided errors, or incomplete historical information.

Because of this, The Money Medic cannot guarantee that all past records can be fully corrected, reconstructed, verified, or restored to perfect accuracy.

The goal of financial repair is to improve clarity, organization, and usefulness of the records to the best extent reasonably possible based on the information available.

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  1. NO GUARANTEE OF RESULTS

The Money Medic does not guarantee specific financial outcomes, tax savings, business growth, increased profits, loan approvals, audit outcomes, or other financial results.

Bookkeeping and financial repair services are intended to help improve organization, reporting, and financial visibility. Business results depend on many factors outside of our control, including client decisions, market conditions, pricing, expenses, tax rules, staffing, operations, sales, compliance, and third-party systems.

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  1. TAX-RELATED INFORMATION

The Money Medic may help organize records, prepare bookkeeping information, and support tax-readiness.

Unless specifically stated in a separate written agreement, The Money Medic does not provide formal tax filing, tax representation, legal tax opinions, audit defense, or CPA-level accounting services through this website.

Clients are encouraged to work with a qualified tax professional or CPA for tax filing, tax planning, tax strategy, and official tax advice.

If services overlap with Super Dad Tax or another affiliated tax-focused service, those services may be governed by a separate agreement, scope of work, or terms.

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  1. PAYMENTS, BILLING, AND SUBSCRIPTIONS

Some services may be billed as one-time projects, monthly recurring services, cleanup fees, consultation fees, or other agreed-upon payment arrangements.

Payment terms will be provided through an invoice, proposal, service agreement, or written communication.

If a service is billed on a recurring basis, the client authorizes The Money Medic or its payment processor to charge the agreed payment method according to the billing schedule.

If payment fails, is late, disputed, or not received, The Money Medic may pause or stop services until the account is brought current.

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  1. CANCELLATIONS AND REFUNDS

Cancellation terms may vary depending on the service, project type, subscription, or agreement.

Unless otherwise stated in writing, payments for completed work, bookkeeping cleanup, financial repair, consulting, setup, catch-up services, and other professional services are non-refundable once work has started.

If a client cancels an active monthly service, the client may still be responsible for any work already performed, pending invoices, or fees agreed to before cancellation.

The Money Medic reserves the right to review refund requests on a case-by-case basis but is not required to issue a refund unless required by law or written agreement.

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  1. SCHEDULING, CALLS, AND MEETINGS

Visitors may use this website to request information, book a call, or schedule a meeting.

Booking a call does not guarantee that The Money Medic will accept the visitor as a client. The call is intended to help both parties understand the situation, discuss needs, and decide whether the services are a good fit.

The Money Medic may offer meetings in person, by phone, or by Zoom depending on location, scheduling, availability, and the nature of the request.

Missed calls, late arrivals, repeated rescheduling, or failure to provide needed information may delay or limit services.

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  1. CLIENT CONFIDENTIALITY AND RECORD HANDLING

The Money Medic understands that financial records are sensitive and should be handled with care.

We make reasonable efforts to protect client information, financial records, login access, documents, reports, and business details shared with us.

However, no website, email system, file-sharing platform, cloud service, or online communication method can be guaranteed to be completely secure.

Clients should avoid sending highly sensitive information through unsecured channels unless specifically instructed otherwise.

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  1. THIRD-PARTY SOFTWARE AND SERVICES

The Money Medic may work with or refer to third-party tools, platforms, or service providers, including but not limited to QuickBooks, payment processors, payroll platforms, POS systems, scheduling tools, Zoom, Google services, cloud storage providers, banking platforms, and other business software.

The Money Medic does not own or control these third-party platforms and is not responsible for their performance, outages, errors, pricing, security, policies, or changes.

Clients are responsible for maintaining their own accounts, subscriptions, passwords, permissions, and access to any third-party software used in their business.

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  1. WEBSITE USE

You agree to use this website only for lawful purposes.

You may not use this website to:

Violate any law or regulation

Submit false, misleading, or fraudulent information

Attempt to access systems without permission

Interfere with the website’s operation

Upload viruses, malware, or harmful code

Copy, scrape, or misuse website content

Impersonate another person or business

Harass, threaten, or abuse The Money Medic or others

Attempt to damage the website, server, business reputation, or online systems

The Money Medic reserves the right to restrict or block access to the website for misuse, abuse, security concerns, or violation of these terms.

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  1. WEBSITE CONTENT AND INTELLECTUAL PROPERTY

All content on this website, including text, graphics, branding, service descriptions, layout, design elements, images, logos, and other materials, is owned by The Money Medic or used with permission.

You may not copy, reproduce, modify, distribute, sell, publish, or use website content for commercial purposes without written permission from The Money Medic.

You may view and use the website for personal or business informational purposes only.

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  1. USER SUBMISSIONS

If you submit information through this website, including forms, messages, documents, comments, or appointment requests, you agree that the information you provide is accurate and lawful.

You are responsible for ensuring that you have the right to share any information, document, or material submitted to The Money Medic.

You should not submit confidential, protected, or sensitive information through a website form unless you are comfortable doing so and understand the risks of online communication.

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  1. COMMUNICATIONS

By contacting The Money Medic, submitting a form, booking a call, or providing your contact information, you agree that we may contact you by email, phone, text, or other reasonable communication methods related to your inquiry, appointment, services, billing, or client relationship.

You may request that marketing or promotional communications stop at any time by contacting us at:

info@floridamoneymedic.com

Transactional, billing, appointment, and service-related communications may still be sent when necessary.

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  1. LINKS TO OTHER WEBSITES

This website may contain links to third-party websites or services.

The Money Medic is not responsible for the content, policies, security, accuracy, or practices of third-party websites.

Visiting third-party websites is done at your own risk. You should review the terms and privacy policies of any third-party website you choose to use.

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  1. CERTIFICATIONS, INSURANCE, AND PROFESSIONAL STATUS

The Money Medic may describe certifications, insurance, training, experience, or professional qualifications on this website.

These statements are provided to help visitors understand the business background and professional standards of The Money Medic.

Certification and insurance do not guarantee a specific outcome, financial result, tax result, legal protection, or business result.

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  1. DISCLAIMER OF WARRANTIES

THIS WEBSITE AND ITS CONTENT ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS.

THE MONEY MEDIC MAKES NO WARRANTIES OR REPRESENTATIONS THAT THE WEBSITE WILL BE ERROR-FREE, UNINTERRUPTED, SECURE, CURRENT, COMPLETE, OR FREE OF HARMFUL COMPONENTS.

THE MONEY MEDIC DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, ACCURACY, AND RELIABILITY TO THE FULLEST EXTENT ALLOWED BY LAW.

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  1. LIMITATION OF LIABILITY

TO THE FULLEST EXTENT ALLOWED BY LAW, THE MONEY MEDIC, ITS OWNER, AFFILIATES, CONTRACTORS, EMPLOYEES, REPRESENTATIVES, AND SERVICE PROVIDERS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES ARISING FROM YOUR USE OF THIS WEBSITE, YOUR RELIANCE ON WEBSITE CONTENT, THIRD-PARTY SOFTWARE, BUSINESS DECISIONS, LOST PROFITS, LOST DATA, TAX OUTCOMES, FINANCIAL RESULTS, OR SERVICES PROVIDED.

IF LIABILITY IS FOUND, THE MAXIMUM LIABILITY OF THE MONEY MEDIC SHALL BE LIMITED TO THE AMOUNT PAID BY THE CLIENT FOR THE SPECIFIC SERVICE GIVING RISE TO THE CLAIM, UNLESS OTHERWISE REQUIRED BY LAW.

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  1. INDEMNIFICATION

You agree to defend, indemnify, and hold harmless The Money Medic, its owner, affiliates, contractors, employees, representatives, and service providers from any claims, damages, losses, liabilities, costs, or expenses arising from:

Your use of the website

Your violation of these terms

Information or documents you provide

Your business decisions

Your misuse of services

Your violation of any law or third-party rights

Your use of third-party software or platforms

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  1. TERMINATION OR REFUSAL OF SERVICE

The Money Medic reserves the right to refuse service, pause service, terminate service, cancel appointments, restrict website access, or end a client relationship when appropriate.

Reasons may include nonpayment, abusive conduct, suspected fraud, illegal activity, failure to provide required records, unreasonable expectations, conflicts of interest, security concerns, or violation of these Terms and Conditions.

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  1. GOVERNING LAW

These Terms and Conditions are governed by the laws of the State of Florida.

Any dispute related to this website, these terms, or services provided by The Money Medic shall be handled under applicable Florida law, unless otherwise required by law or agreed to in writing.

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  1. CHANGES TO THESE TERMS

The Money Medic may update or change these Terms and Conditions at any time.

Updates will be posted on this page with a revised “Last Updated” date.

Your continued use of the website after changes are posted means you accept the updated terms.

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  1. SEVERABILITY

If any part of these Terms and Conditions is found to be invalid, unlawful, or unenforceable, the remaining sections will continue in full force and effect.

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  1. ENTIRE AGREEMENT

These Terms and Conditions, together with any applicable Privacy Policy, invoice, proposal, service agreement, or written agreement, represent the understanding between you and The Money Medic regarding use of this website and related services.

If a separate written service agreement conflicts with these website Terms and Conditions, the written service agreement will control for the specific services covered by that agreement.

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  1. CONTACT INFORMATION

If you have questions about these Terms and Conditions, please contact:

The Money Medic Email: info@floridamoneymedic.com Website: floridamoneymedic.com

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BY USING THIS WEBSITE, SUBMITTING INFORMATION, BOOKING A CALL, OR WORKING WITH THE MONEY MEDIC, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREED TO THESE TERMS AND CONDITIONS.

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