Overview
At getbook247, we are committed to delivering high-quality bookkeeping services that meet your business needs. We understand that sometimes circumstances change, and we want to ensure a fair and transparent refund process for all our clients.
This Refund Policy outlines the terms and conditions for requesting refunds on our services. Please read this policy carefully before engaging our services.
Our Commitment
We strive to resolve any issues before they escalate to refund requests. If you're unsatisfied with any aspect of our service, please contact us first so we can make it right.
One-Time Services
Our one-time services include QuickBooks Setup, Historical Cleanup, Data Migration, Diagnostic Reviews, Custom Training, and Software Integration.
Before Work Begins
- Full Refund: If you cancel before any work has commenced, you are entitled to a full refund of your deposit.
- Cancellation Window: You have 48 hours after signing the service agreement to cancel for a full refund, provided no work has started.
After Work Has Started
- Partial Refund: If you cancel after work has begun, you will be charged for the work completed at our standard hourly rate.
- Work Assessment: We will provide a detailed breakdown of the work completed and the associated costs.
- Remaining Balance: Any remaining balance from your deposit will be refunded within 10 business days.
Completed Projects
- Satisfaction Review: You have 14 days after project completion to review the work and request revisions.
- Revision Policy: We offer up to 2 rounds of revisions at no additional cost.
- Refund Eligibility: If we are unable to meet the agreed-upon project scope after revisions, you may be eligible for a partial or full refund based on the circumstances.
Monthly Recurring Services
Our monthly services include Monthly Bookkeeping, Financial Reporting, AP/AR Management, Payroll, Sales Tax Compliance, and Virtual CFO services.
Current Month
- No Refunds: Monthly service fees are non-refundable for the current billing period once work for that month has begun.
- Pro-Rata Exception: If you cancel within the first 5 business days of a new billing cycle and we have not begun that month's work, you may be eligible for a pro-rata refund.
Prepaid Services
- Quarterly/Annual Plans: If you've prepaid for multiple months and wish to cancel, unused months will be refunded minus a 10% early termination fee.
- Discount Adjustment: Any discounts received for prepayment will be recalculated based on actual months used.
Service Quality Issues
- Error Correction: We will correct any errors in our work at no additional charge.
- Compensation: In cases of significant service failures, we may offer credits toward future services or partial refunds at our discretion.
How to Request a Refund
To request a refund, please follow these steps:
2
Provide Required Information
Include your account details, invoice number, service description, and reason for the refund request.
3
Review Process
Our team will review your request within 3-5 business days and contact you with a decision.
4
Refund Processing
Approved refunds will be processed within 10 business days to your original payment method.
Non-Refundable Items
The following items and services are generally non-refundable:
- Third-Party Software: Any software subscriptions or licenses purchased on your behalf (e.g., QuickBooks subscriptions)
- Rush Fees: Additional charges for expedited service delivery
- Consultation Fees: Fees for consultations that have already taken place
- Custom Development: Custom reports, templates, or integrations specifically built for your business
- Bank or Processing Fees: Any transaction fees incurred during payment processing
- Government Filing Fees: Fees paid to government agencies on your behalf
Billing Disputes
If you believe there is an error on your invoice or you have been incorrectly charged:
Dispute Timeline
- You must notify us of any billing disputes within 30 days of the invoice date.
- Disputes raised after 30 days may not be eligible for refunds or credits.
Resolution Process
- We will investigate the dispute and provide a response within 5 business days.
- If an error is confirmed, we will issue a credit or refund promptly.
- You will receive a detailed explanation of our findings.
Credit Card Chargebacks
We encourage you to contact us directly before initiating a chargeback with your credit card company. Chargebacks can result in account suspension and may incur additional fees that could be passed on to you if the chargeback is found to be invalid.
Service Cancellation
To cancel your services with getbook247:
Notice Requirements
- Monthly Services: 30 days written notice required
- One-Time Projects: Written notice before work begins for full refund eligibility
Cancellation Process
- Submit a written cancellation request to [email protected]
- We will confirm receipt and your final service date
- All work up to the cancellation date will be delivered
- We will assist with transition to your new provider if requested
Data and Access
- Upon cancellation, we will provide all your financial data and reports
- Access to shared systems will be revoked on the final service date
- We retain copies of records as required by law and our privacy policy
Exceptions and Special Circumstances
We understand that special circumstances may arise. The following situations may warrant exceptions to our standard refund policy:
- Medical Emergencies: Serious illness or medical emergencies affecting the business owner
- Natural Disasters: Events that significantly impact your business operations
- Business Closure: Permanent closure of your business
- Service Failures: Significant failures on our part to deliver agreed-upon services
Exception requests will be evaluated on a case-by-case basis. Please provide documentation supporting your request when applicable.
