Cancellation Policy

Applies to all consultations, monthly services, and add-on projects. Consultation Bookings: The initial 30–45 minute consultation is free of charge and may be conducted via phone, Zoom, or in person (based on location and availability). Limit one free consultation per business. Please provide 24 hours’ notice for reschedules or cancellations. No-shows may forfeit eligibility for a follow-up session. Service Start Dates: Monthly packages and add-ons begin once: The scope of work is confirmed Access to necessary accounts and documents has been granted Initial payment or deposit has been received Scheduling & Availability: Services are booked based on availability and client responsiveness. Monthly reports are delivered within 5 business days of receiving all required information. Strategic reviews (Premium clients) and Zoom calls (Standard clients) must be scheduled at least 48 hours in advance. Payments & Billing: Monthly packages are billed on the 1st of each month. Recurring payments are encouraged for convenience. Add-on services are one-time charges billed upfront before the project begins. Hourly services (clean-up, file reviews, etc.) are billed weekly or at project completion unless otherwise agreed. Cancellations & Refunds: Monthly service cancellations require 15 days’ written notice. Premium clients require 30 days' notice. Add-on services are non-refundable once work has started. Refunds for prepaid services may be issued only if cancellation occurs before any work begins. Client Responsibilities: Clients must maintain QuickBooks access, submit required documents on time, and respond to communication promptly to ensure timely service delivery. Failure to meet deadlines may result in delays or rescheduling of deliverables. Policy Updates: This policy is subject to change. Clients will be notified of any updates affecting active agreements.

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