Refund & Cancellation Policy

Cancellation:

At Chekbooks, we strive to provide consistent and high-quality bookkeeping services to meet your needs. If you wish to cancel your services with us at any time, we require a 30-day written notice to ensure a smooth transition and the proper finalization of your account.

Terms of Cancellation:

Notice Period:
- A written notice must be provided at least 30 days before the desired cancellation date.
- Notices can be submitted via email or text to Macen@chekbooks.com or (559) 909-3596.
Final Month of Service:
- Services will continue during the 30-day notice period, and charges for this final month will apply as outlined in our service agreement.
- All necessary bookkeeping tasks will be completed up to the cancellation date, ensuring accurate and finalized records.
Unpaid Invoices and Account Balances:
- Any outstanding invoices or balances must be paid in full before the cancellation becomes effective.
Handover of Records:
- All financial records and data will be returned to you upon termination in a mutually agreed format, provided all balances are paid.
Exceptions:
- Failure to provide a 30-day notice may result in additional fees, as outlined in our service agreement.

Refunds:

We are committed to delivering quality bookkeeping services and maintaining transparency in our financial policies. To ensure clarity, our refund policy outlines the circumstances under which refunds are granted:

General Refund Terms:

Work Already Performed:
- Refunds will not be issued for any services already completed, including partial work completed prior to cancellation. These services require significant time and resources, which are non-recoverable.
Client Communication Responsibilities:
- Accurate and timely financials depend on active client communication. Refunds will not be provided if delays or incomplete financials result from a lack of responsiveness or failure to provide necessary documents or information.
Prepaid Services:
- Refunds for months of service already paid will not be issued, as these payments secure our resources for your account. Services for prepaid months will be completed as agreed.

Special Considerations:

Errors or Omissions by Our Team:
- If a proven error or omission on our part leads to a significant issue, we will work to resolve it promptly at no additional charge. Refunds may be considered on a case-by-case basis in such instances.
Unused Retainer Payments:
- If a retainer was paid for services that were not initiated, a partial refund may be granted after deducting administrative and setup costs.

How to Request a Refund:

All refund requests must be submitted via email to Macen@chekbooks.com. Please include details of the request and supporting documentation, if applicable.
We aim to ensure client satisfaction and are happy to address any concerns you may have regarding our services. For assistance, please contact us by email or phone at Macen@chekbooks.com or (559) 909-3596.

Thank you for understanding and for your trust in Chekbooks Virtual Bookkeeping LLC!