TERMS AND
CONDITIONS OF SERVICES
TERMS AND
CONDITIONS OF SERVICES
YOUR PRACTICE RUNS ON MORE THAN MEDICINE.
You didn't spend years in training to spend your evenings reconciling accounts or wondering why your collections don't match what you billed. That's not your job — it's ours.
At Wellness Wealth Solutions, we work primarily with small medical practices. We know how your revenue flows, where it tends to get stuck, and what your numbers actually mean for the way you practice. Clear financials. Real insight.
WELLNESS WEALTH SOLUTIONS
TERMS AND CONDITIONS OF SERVICES
DOCUMENT NOTE: All fields marked in [RED BRACKETS] must be completed before this document is published. This document has been drafted for compliance with Washington State and California law, but it has not been reviewed by a licensed attorney. Review by qualified legal counsel before use is strongly recommended.
Effective Date: March 27, 2026
Last Updated: March 27, 2026
This Privacy Policy describes how Wellness Wealth Solutions ("Company," "we," "us," or "our"), operated by Tom Enquist, collects, uses, shares, and protects information when you visit our website at https://wellnesswealthsolutions.com (the "Site") or engage our services. By using the Site, you agree to the practices described in this Policy.
WELLNESS WEALTH SOLUTIONS
TERMS AND CONDITIONS OF SERVICES
DOCUMENT NOTE: All fields marked in [RED BRACKETS] must be completed before this document is published. This document has been drafted for compliance with Washington State and California law, but it has not been reviewed by a licensed attorney. Review by qualified legal counsel before use is strongly recommended.
Effective Date: March 27, 2026
Last Updated: March 27, 2026
This Privacy Policy describes how Wellness Wealth Solutions ("Company," "we," "us," or "our"), operated by Tom Enquist, collects, uses, shares, and protects information when you visit our website at https://wellnesswealthsolutions.com (the "Site") or engage our services. By using the Site, you agree to the practices described in this Policy.
OUR SERVICES
What we do — and why it's different
Medical-Specific Bookkeeping
Accurate books, built around how medical practices actually get paid.
We clean up and maintain your financials with an understanding of medical billing cycles, payer mixes, and procedure-level categorization — not just generic income and expense buckets.
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OUR SERVICES
What we do — and why it's different
Medical-Specific Bookkeeping
Accurate books, built around how medical practices actually get paid.
We clean up and maintain your financials with an understanding of medical billing cycles, payer mixes, and procedure-level categorization — not just generic income and expense buckets.
Service-Line Profitability
Find out which parts of your practice are carrying the weight — and which ones aren't.
Most bookkeepers give you totals. We give you the breakdown so you can see which procedures are most profitable, which service lines are underperforming, and where the growth opportunities are.
Advisory Support
Someone in your corner when the decisions get real.
We meet with you regularly to walk through your financials and help you think through key decisions such as hiring, pricing, capacity, and contracts.
CFO Services: Forecasting & Long-Term Planning
A financial roadmap for the practice you're building.
We help you plan ahead with cash flow forecasting, scenario planning, and long-term strategic planning so you can grow your practice with confidence.
1. Services
Wellness Wealth Solutions provides bookkeeping, financial reporting, advisory, and related financial management services to small medical practices and, on a limited basis, other businesses ("Services"). A separate written engagement letter or service agreement will govern the specific scope, fees, and terms applicable to each client engagement. In the event of a conflict between these Terms and a signed engagement letter, the engagement letter controls.
2. No Attorney-Client or Financial Advisory Relationship
The information provided on the Site is for general informational purposes only and does not constitute legal, tax, accounting, or financial advice. Nothing on this Site or communicated by Wellness Wealth Solutions creates an attorney-client relationship, a licensed investment advisory relationship, or any professional relationship governed by applicable state licensure laws beyond the scope of the Services explicitly set forth in your engagement agreement. We strongly recommend that you consult qualified legal, tax, and financial professionals for advice specific to your situation.
3. Eligibility
By using this Site or engaging our Services, you represent that: (a) you are at least 18 years of age; (b) you have the legal authority to enter into binding agreements on behalf of any business entity you represent; and (c) your use of the Site and Services complies with all applicable laws and regulations.
4. Intellectual Property
All content on the Site, including text, graphics, logos, and other materials, is the property of Wellness Wealth Solutions or its content suppliers and is protected by applicable United States copyright and intellectual property laws. You may not reproduce, distribute, modify, or create derivative works of any Site content without our prior written consent.
5. Client Responsibilities
To enable the Company to provide the Services, you agree to:
Provide accurate, complete, and timely financial information and documentation as requested;
Notify us promptly of any material changes to your business, financial situation, or relevant regulatory requirements;
Maintain appropriate records and comply with all applicable laws, including healthcare-specific regulations such as HIPAA where applicable;
Review all deliverables and reports provided and promptly communicate any errors or concerns.
Wellness Wealth Solutions is not responsible for consequences arising from inaccurate, incomplete, or untimely information provided by the client.
6. Fees and Payment
Fees for Services are set forth in your signed engagement letter. Unless otherwise stated in writing: (a) invoices are due upon receipt of the invoice; (b) late payments may be subject to a rate of $5 per month or the maximum rate permitted by applicable law, whichever is lower; and (c) we reserve the right to suspend Services for accounts that are past due.
7. Confidentiality
We understand that the financial information you share with us is sensitive. We will not disclose your confidential business or financial information to third parties except: (a) as necessary to provide the Services (e.g., to your CPA or tax preparer with your authorization); (b) as required by law, court order, or regulatory authority; or (c) as otherwise described in our Privacy Policy. This obligation of confidentiality survives termination of the engagement.
8. Limitation of Liability
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, WELLNESS WEALTH SOLUTIONS, ITS OWNER, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING FROM OR RELATED TO YOUR USE OF THE SITE OR SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
OUR TOTAL CUMULATIVE LIABILITY TO YOU FOR ANY CLAIMS ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICES SHALL NOT EXCEED THE GREATER OF: (A) THE TOTAL FEES PAID BY YOU TO US IN THE THREE (3) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED DOLLARS ($100.00).
Some states, including Washington and California, do not allow the exclusion or limitation of certain damages. If these laws apply to you, some or all of the above limitations may not apply, and you may have additional rights.
9. Disclaimer of Warranties
THE SITE AND SERVICES ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SITE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.
10. Third-Party Links and Services
The Site may contain links to third-party websites or services. These links are provided for your convenience only. We have no control over the content of those sites and accept no responsibility for them or for any loss or damage that may arise from your use of them.
11. Termination
Either party may terminate the Services upon written notice as provided in your engagement letter. We reserve the right to terminate or suspend your access to the Site at any time, without notice, for conduct that we believe violates these Terms or is harmful to other users, us, or third parties, or for any other reason at our sole discretion.
12. Governing Law and Dispute Resolution
These Terms shall be governed by and construed in accordance with the laws of the State of Washington, without regard to its conflict of law provisions.
Any dispute arising from or relating to these Terms or the Services shall first be submitted to good-faith negotiation. If unresolved within 30 days, disputes shall be submitted to binding arbitration administered by Spokane County Superior Court under its then-current rules, with arbitration conducted in Spokane, Washington. The arbitrator’s decision shall be final and binding and may be entered as a judgment in any court of competent jurisdiction. Nothing in this section prohibits either party from seeking injunctive or other equitable relief in a court of competent jurisdiction.
If you are a California resident, you may also have rights under California law, including the right to bring disputes in your local county.
13. Washington State Consumer Protection
Wellness Wealth Solutions operates in compliance with the Washington Consumer Protection Act (RCW Chapter 19.86). If you believe we have engaged in any unfair or deceptive trade practice, you may contact the Washington State Attorney General’s Office.
14. California Residents
If you are a California resident, under California Civil Code Section 1789.3, you may contact the Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs in writing at 1625 North Market Blvd., Suite N 112, Sacramento, CA 95834, or by telephone at (800) 952-5210.
For information about your California privacy rights, please refer to our Privacy Policy.
15. Modifications to These Terms
We reserve the right to modify these Terms at any time. Changes will be effective upon posting to the Site with an updated "Last Updated" date. Your continued use of the Site or Services after changes are posted constitutes your acceptance of the revised Terms. We encourage you to review these Terms periodically.
16. Entire Agreement
These Terms, together with any signed engagement letter or service agreement, constitute the entire agreement between you and Wellness Wealth Solutions with respect to the subject matter herein and supersede all prior agreements, understandings, and communications.
17. Severability
If any provision of these Terms is found to be unenforceable or invalid under applicable law, that provision shall be limited or eliminated to the minimum extent necessary so that these Terms shall otherwise remain in full force and effect.
18. Waiver
Our failure to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision.
19. Contact Information
For questions about these Terms, please contact us at:
Wellness Wealth Solutions
Attn: Tom Enquist
9309 W Kite Dr
Cheney, WA 99004
Email: [email protected]
Phone: 425-290-2803
1. Services
Wellness Wealth Solutions provides bookkeeping, financial reporting, advisory, and related financial management services to small medical practices and, on a limited basis, other businesses ("Services"). A separate written engagement letter or service agreement will govern the specific scope, fees, and terms applicable to each client engagement. In the event of a conflict between these Terms and a signed engagement letter, the engagement letter controls.
2. No Attorney-Client or Financial Advisory Relationship
The information provided on the Site is for general informational purposes only and does not constitute legal, tax, accounting, or financial advice. Nothing on this Site or communicated by Wellness Wealth Solutions creates an attorney-client relationship, a licensed investment advisory relationship, or any professional relationship governed by applicable state licensure laws beyond the scope of the Services explicitly set forth in your engagement agreement. We strongly recommend that you consult qualified legal, tax, and financial professionals for advice specific to your situation.
3. Eligibility
By using this Site or engaging our Services, you represent that: (a) you are at least 18 years of age; (b) you have the legal authority to enter into binding agreements on behalf of any business entity you represent; and (c) your use of the Site and Services complies with all applicable laws and regulations.
4. Intellectual Property
All content on the Site, including text, graphics, logos, and other materials, is the property of Wellness Wealth Solutions or its content suppliers and is protected by applicable United States copyright and intellectual property laws. You may not reproduce, distribute, modify, or create derivative works of any Site content without our prior written consent.
5. Client Responsibilities
To enable the Company to provide the Services, you agree to:
Provide accurate, complete, and timely financial information and documentation as requested;
Notify us promptly of any material changes to your business, financial situation, or relevant regulatory requirements;
Maintain appropriate records and comply with all applicable laws, including healthcare-specific regulations such as HIPAA where applicable;
Review all deliverables and reports provided and promptly communicate any errors or concerns.
Wellness Wealth Solutions is not responsible for consequences arising from inaccurate, incomplete, or untimely information provided by the client.
6. Fees and Payment
Fees for Services are set forth in your signed engagement letter. Unless otherwise stated in writing: (a) invoices are due upon receipt of the invoice; (b) late payments may be subject to a rate of $5 per month or the maximum rate permitted by applicable law, whichever is lower; and (c) we reserve the right to suspend Services for accounts that are past due.
7. Confidentiality
We understand that the financial information you share with us is sensitive. We will not disclose your confidential business or financial information to third parties except: (a) as necessary to provide the Services (e.g., to your CPA or tax preparer with your authorization); (b) as required by law, court order, or regulatory authority; or (c) as otherwise described in our Privacy Policy. This obligation of confidentiality survives termination of the engagement.
8. Limitation of Liability
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, WELLNESS WEALTH SOLUTIONS, ITS OWNER, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING FROM OR RELATED TO YOUR USE OF THE SITE OR SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
OUR TOTAL CUMULATIVE LIABILITY TO YOU FOR ANY CLAIMS ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICES SHALL NOT EXCEED THE GREATER OF: (A) THE TOTAL FEES PAID BY YOU TO US IN THE THREE (3) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED DOLLARS ($100.00).
Some states, including Washington and California, do not allow the exclusion or limitation of certain damages. If these laws apply to you, some or all of the above limitations may not apply, and you may have additional rights.
9. Disclaimer of Warranties
THE SITE AND SERVICES ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SITE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.
10. Third-Party Links and Services
The Site may contain links to third-party websites or services. These links are provided for your convenience only. We have no control over the content of those sites and accept no responsibility for them or for any loss or damage that may arise from your use of them.
11. Termination
Either party may terminate the Services upon written notice as provided in your engagement letter. We reserve the right to terminate or suspend your access to the Site at any time, without notice, for conduct that we believe violates these Terms or is harmful to other users, us, or third parties, or for any other reason at our sole discretion.
12. Governing Law and Dispute Resolution
These Terms shall be governed by and construed in accordance with the laws of the State of Washington, without regard to its conflict of law provisions.
Any dispute arising from or relating to these Terms or the Services shall first be submitted to good-faith negotiation. If unresolved within 30 days, disputes shall be submitted to binding arbitration administered by Spokane County Superior Court under its then-current rules, with arbitration conducted in Spokane, Washington. The arbitrator’s decision shall be final and binding and may be entered as a judgment in any court of competent jurisdiction. Nothing in this section prohibits either party from seeking injunctive or other equitable relief in a court of competent jurisdiction.
If you are a California resident, you may also have rights under California law, including the right to bring disputes in your local county.
13. Washington State Consumer Protection
Wellness Wealth Solutions operates in compliance with the Washington Consumer Protection Act (RCW Chapter 19.86). If you believe we have engaged in any unfair or deceptive trade practice, you may contact the Washington State Attorney General’s Office.
14. California Residents
If you are a California resident, under California Civil Code Section 1789.3, you may contact the Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs in writing at 1625 North Market Blvd., Suite N 112, Sacramento, CA 95834, or by telephone at (800) 952-5210.
For information about your California privacy rights, please refer to our Privacy Policy.
15. Modifications to These Terms
We reserve the right to modify these Terms at any time. Changes will be effective upon posting to the Site with an updated "Last Updated" date. Your continued use of the Site or Services after changes are posted constitutes your acceptance of the revised Terms. We encourage you to review these Terms periodically.
16. Entire Agreement
These Terms, together with any signed engagement letter or service agreement, constitute the entire agreement between you and Wellness Wealth Solutions with respect to the subject matter herein and supersede all prior agreements, understandings, and communications.
17. Severability
If any provision of these Terms is found to be unenforceable or invalid under applicable law, that provision shall be limited or eliminated to the minimum extent necessary so that these Terms shall otherwise remain in full force and effect.
18. Waiver
Our failure to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision.
19. Contact Information
For questions about these Terms, please contact us at:
Wellness Wealth Solutions
Attn: Tom Enquist
9309 W Kite Dr
Cheney, WA 99004
Email: [email protected]
Phone: 425-290-2803
Thank you for reviewing our Terms & Conditions.
If you have any questions regarding these terms or our services, please feel free to contact us.
MEET TOM
Founder of Wellness Wealth Solutions
Tom started Wellness Wealth Solutions after seeing how different medical practices were from other small businesses. Insurance reimbursements, procedure-level revenue, and the gap between what’s billed and what’s collected create financial patterns that most generalist bookkeepers simply don’t understand.
Today, Tom works closely with small medical practices to help them gain clarity in their numbers and make better business decisions with confidence.
MEET TOM
Founder of Wellness Wealth Solutions
Tom started Wellness Wealth Solutions after seeing how different medical practices were from other small businesses. Insurance reimbursements, procedure-level revenue, and the gap between what’s billed and what’s collected create financial patterns that most generalist bookkeepers simply don’t understand.
Today, Tom works closely with small medical practices to help them gain clarity in their numbers and make better business decisions with confidence.
MEET TOM
Founder of Wellness Wealth Solutions
Tom started Wellness Wealth Solutions after seeing how different medical practices were from other small businesses. Insurance reimbursements, procedure-level revenue, and the gap between what’s billed and what’s collected create financial patterns that most generalist bookkeepers simply don’t understand.
Today, Tom works closely with small medical practices to help them gain clarity in their numbers and make better business decisions with confidence.
OUR TESTIMONIALS
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LATEST FROM THE BLOGS
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MORBI ACCUMSAN IPSUM
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MORBI ACCUMSAN IPSUM
October 30, 2022
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Let's take a look at your numbers.
A 30-minute conversation is usually enough to spot where your financials need attention — and where the opportunity is. No pressure, no pitch deck. Just a straightforward look at your practice and whether we're a good fit.
Thank you for reviewing our Terms & Conditions.
If you have any questions regarding these terms or our services, please feel free to contact us.
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