Terms & Conditions

Effective Date: February 1, 2026

1. Acceptance of Terms

By accessing or using the Numbers Right website at numbersright.com, or by engaging our professional services, you agree to be bound by these Terms and Conditions (“Terms”). If you do not agree to these Terms, you must not use our website or services. These Terms constitute a legally binding agreement between you (“Client,” “you,” or “your”) and Numbers Right (“Company,” “we,” “us,” or “our”). We reserve the right to update or modify these Terms at any time, and your continued use of our website or services following any such changes constitutes your acceptance of the revised Terms.

2. Services Description

Numbers Right provides professional financial services to businesses and individuals, including but not limited to:

• Bookkeeping and accounting services
• Financial planning and analysis
• Tax preparation and strategic tax planning
• Medical practice financial management
• Payroll processing and administration
• Fractional CFO and advisory services
• Accounts payable and receivable management
• Financial reporting and compliance

The specific scope, deliverables, and terms of each engagement will be defined in a separate engagement letter or service agreement between you and Numbers Right. In the event of a conflict between these Terms and any engagement letter, the engagement letter shall prevail with respect to the specific services covered therein.

3. Client Responsibilities

As a client of Numbers Right, you agree to the following responsibilities:

• Accurate Information: You agree to provide complete, accurate, and truthful information necessary for the performance of our services. You acknowledge that the quality and accuracy of our work depends on the information you provide.
• Timely Document Submission: You agree to provide all requested documents, records, and information in a timely manner to allow us to meet agreed-upon deadlines. Delays in providing materials may result in delayed deliverables, missed filing deadlines, and additional fees.
• Payment: You agree to pay all fees for services rendered in accordance with the payment terms outlined in your engagement letter and Section 4 of these Terms.
• Review and Approval: You are responsible for reviewing all reports, filings, and deliverables we prepare and notifying us promptly of any errors or concerns.
• Legal Compliance: You are responsible for ensuring that the information you provide to us is lawful and that your business operations comply with applicable laws and regulations.

4. Engagement & Fees

All services are billed as agreed upon in the engagement letter or service agreement executed between you and Numbers Right. Our standard payment terms are as follows:

• Payment Terms: Unless otherwise specified in your engagement letter, invoices are due Net 30 (within 30 days of the invoice date).
• Late Payments: Invoices not paid within the agreed-upon terms may be subject to a late fee of 1.5% per month on the outstanding balance, or the maximum rate permitted by applicable law, whichever is less.
• Additional Services: Any services requested beyond the scope defined in your engagement letter will be billed at our standard hourly rates or as otherwise mutually agreed upon in writing.
• Expenses: Reasonable out-of-pocket expenses incurred in the performance of services (e.g., filing fees, software licenses, travel) will be billed to you at cost, with prior approval for expenses exceeding $500.
• Suspension of Services: We reserve the right to suspend services if payment is more than 60 days past due, after providing you with written notice and a 15-day cure period.

5. Confidentiality

Both parties agree to maintain the confidentiality of all proprietary and sensitive information exchanged during the course of our engagement:

• Numbers Right will treat all client financial data, business records, and personal information as strictly confidential and will not disclose such information to third parties except as required by law, with your consent, or as necessary to perform our services.
• You agree to maintain the confidentiality of any proprietary methodologies, tools, templates, processes, or pricing information disclosed to you by Numbers Right.
• Confidentiality obligations survive the termination of the engagement and remain in effect indefinitely, unless the information becomes publicly available through no fault of the receiving party.

6. Limitation of Liability

To the maximum extent permitted by applicable law:

• Numbers Right shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, revenue, business opportunities, or data, arising from or related to our services.
• Our total aggregate liability for any claims arising from or related to our services shall not exceed the total fees paid by you to Numbers Right during the twelve (12) months immediately preceding the event giving rise to the claim.
• Numbers Right is not liable for any business decisions made by you based on financial reports, analyses, projections, or recommendations we provide. Our services are advisory in nature, and final business decisions remain your sole responsibility.
• We are not responsible for penalties, interest, or additional taxes resulting from inaccurate, incomplete, or untimely information provided by you.
• Nothing in these Terms shall limit our liability for gross negligence, willful misconduct, or fraud.

7. Professional Standards

Numbers Right performs all services in accordance with Generally Accepted Accounting Principles (GAAP), Internal Revenue Service (IRS) regulations, and all other applicable federal, state, and local laws and regulations. Our team adheres to the highest standards of professional ethics and competence. We maintain current knowledge of tax law changes, regulatory updates, and industry best practices through ongoing professional education and training.

8. Intellectual Property

All materials, templates, methodologies, processes, software, reports, analyses, and deliverables created by Numbers Right in the course of providing services remain the intellectual property of Numbers Right, unless otherwise agreed upon in writing. You are granted a non-exclusive, non-transferable license to use deliverables prepared specifically for your engagement for your internal business purposes only. You may not reproduce, distribute, or share our proprietary materials with third parties without our prior written consent. Your underlying financial data and records remain your property at all times.

9. Termination

Either party may terminate the engagement as follows:

• Written Notice: Either party may terminate the engagement by providing 30 days’ written notice to the other party.
• Immediate Termination: Either party may terminate the engagement immediately upon written notice if the other party materially breaches these Terms and fails to cure such breach within 15 days of receiving written notice.
• Payment Upon Termination: Upon termination, you are responsible for payment of all fees for services rendered through the effective date of termination.
• Data Return: Upon termination and receipt of all outstanding payments, Numbers Right will return or make available all original client documents and records within 30 days. We may retain copies of work product and records as required by law or professional standards.
• Transition Assistance: We will provide reasonable assistance in transitioning your financial records to a successor firm, subject to payment of applicable fees for such assistance.

10. Dispute Resolution

In the event of any dispute, controversy, or claim arising out of or relating to these Terms or the services provided hereunder, the parties agree to the following resolution process:

• Mediation: The parties shall first attempt to resolve the dispute through good-faith mediation administered by a mutually agreed-upon mediator. Each party shall bear its own costs of mediation, and the mediator’s fees shall be shared equally.
• Arbitration: If mediation fails to resolve the dispute within 60 days, the dispute shall be submitted to binding arbitration in accordance with the rules of the American Arbitration Association. The arbitration shall take place in Miami-Dade County, Florida.
• Governing Law: These Terms shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of laws principles.
• Fees and Costs: The prevailing party in any arbitration or litigation shall be entitled to recover its reasonable attorneys’ fees and costs from the non-prevailing party.

11. Indemnification

You agree to indemnify, defend, and hold harmless Numbers Right, its officers, directors, employees, agents, and affiliates from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) your breach of these Terms; (b) your provision of inaccurate, incomplete, or misleading information; (c) your violation of any applicable law or regulation; or (d) any third-party claim resulting from your use of our services or deliverables. This indemnification obligation survives the termination of the engagement.

12. Force Majeure

Neither party shall be liable for any failure or delay in performing its obligations under these Terms if such failure or delay results from circumstances beyond the party’s reasonable control, including but not limited to acts of God, natural disasters, pandemics, epidemics, war, terrorism, government actions, power failures, internet or telecommunications outages, cyberattacks, or labor disputes. The affected party shall notify the other party promptly of the force majeure event and use reasonable efforts to mitigate its effects. If a force majeure event continues for more than 90 days, either party may terminate the engagement upon written notice.

13. Entire Agreement

These Terms, together with any applicable engagement letter or service agreement, constitute the entire agreement between you and Numbers Right with respect to the subject matter hereof. These Terms supersede all prior or contemporaneous communications, proposals, representations, and agreements, whether written or oral, relating to such subject matter. No modification or amendment to these Terms shall be effective unless made in writing and signed by both parties. If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions shall continue in full force and effect. The failure of either party to enforce any provision of these Terms shall not constitute a waiver of that provision or any other provision.

14. Contact

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