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Coaching Agreement


Thank you for choosing to make The Bald Bookkeeper a part of your financial plan. We look forward to serving your needs! To help guide our relationship, we ask that you review the information below.

To schedule an appointment for one-on-one coaching, clients will be provided a personalized link via We understand that time and resources are extremely valuable, so we ask that you honor your scheduled appointment time. If you need to reschedule, just give us 24-hour advanced notice. Appointments can be conducted in-person, over the phone, or via video conference.



All group coaching sessions are on predetermined days and times throughout the month. Clients may choose up to two (2) sessions to attend per calendar month. If clients are unable to attend one or both sessions within a calendar month, they forfeit the purchased sessions for that calendar month and may not use sessions outside of the calendar month the sessions were purchased. All group coaching clients are billed on a recurring monthly basis on the first day of each month until cancelled in writing to

If you are married, both spouses must participate and commit to all scheduled coaching sessions unless other arrangements are made with your coach. If your spouse is not available for an appointment, we will reschedule.

We do not offer refunds for our coaching services as we are a fee-for-time service. We promise that you will get out of each coaching session what you put into it.


We assume the responsibility of understanding and evaluating your current needs, goals, and resources in order to develop a strategy to meet your objectives. However, in order to make your plan work, we expect that you will come prepared to take the steps necessary to succeed, take full responsibility for your plan and its implementation, and contact us when you need additional advice and direction.


You are asked to complete preliminary paperwork to better prepare your coach. We ask that these forms be filled out to the very best of your knowledge and ability prior to your scheduled appointment. You assume all responsibility for providing accurate and complete materials, documentation, and facts upon which our coaching may be based.

If you need to reschedule your session for any reason, please give us at least 24-hour advance notice.


We will keep completely confidential all matters discussed, facts revealed, and the nature and content of all documents you provide to us or we generate. We will reveal such matters only upon receipt of a written authorization and clear, verifiable instructions from you telling us exactly what we may share.


Coaching is designed to give you accurate and authoritative information with regard to the subject matter covered. We are not authorized to render legal, accounting, or other professional advice. Since your situation is fact-dependent, you must additionally seek the services of an appropriate licensed legal, accounting, or investment service.

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