Refund policy

Cancellation & Rescheduling Policy

Effective Date: June 9, 2026

At Bookkeeping By Jenn, we value your time and appreciate your respect for ours. This Cancellation & Rescheduling Policy is designed to ensure efficient scheduling and availability for all clients.

Consultations

Clients may cancel or reschedule a scheduled consultation at no charge by providing at least 24 hours' notice.

Cancellations or rescheduling requests made with less than 24 hours' notice may result in the forfeiture of any consultation fee paid, if applicable.

Missed Appointments (No-Shows)

A "no-show" occurs when a client fails to attend a scheduled meeting, phone call, or virtual appointment without prior notice.

For missed appointments:

• The appointment may be considered completed.
• Any consultation fees paid may be non-refundable.
• Future appointments may require prepayment.

Monthly Bookkeeping Services

Monthly bookkeeping services are ongoing service agreements and are not based on individual appointments.

Clients wishing to discontinue recurring bookkeeping services must provide at least 30 days written notice before the next billing cycle.

The client remains responsible for payment of all services performed through the termination date.

Catch-Up & Clean-Up Projects

For one-time bookkeeping projects, including catch-up and clean-up work:

• Deposits are generally non-refundable once work has begun.
• If a project is canceled before work starts, any refund will be determined on a case-by-case basis.
• Work completed prior to cancellation will be billed accordingly.

Client Delays

Timely completion of bookkeeping services depends on the client providing requested documents and information.

If requested information is not received within a reasonable timeframe:

• Project timelines may be extended.
• Additional fees may apply if substantial rework becomes necessary.
• Services may be paused until required information is received.

Rescheduling Requests

We understand that unexpected situations arise.

Clients may request to reschedule meetings, consultations, or review sessions by contacting us as soon as possible. We will make every reasonable effort to accommodate scheduling changes.

Emergency Situations

Bookkeeping By Jenn reserves the right to waive cancellation fees or modify scheduling requirements due to emergencies, severe illness, natural disasters, or other extraordinary circumstances.

How to Cancel or Reschedule

To cancel or reschedule an appointment, please contact:

Bookkeeping By Jenn

Email: info@bookkeepingbyjenn.com

Website: BookkeepingByJenn.com

Policy Updates

Bookkeeping By Jenn reserves the right to update or modify this Cancellation & Rescheduling Policy at any time. Any changes will be posted on this page with an updated effective date.

Thank you for your understanding and cooperation. These policies help ensure that we can provide timely, professional service to all clients.

 

Payment Policy

Effective Date: June 9, 2026

At Bookkeeping By Jenn, we are committed to providing professional, reliable bookkeeping services. This Payment Policy outlines the terms and expectations regarding invoices, payments, and billing.

Accepted Payment Methods

Bookkeeping By Jenn accepts payment through approved electronic payment methods, including:

• Credit and debit cards
• ACH bank transfers
• Electronic invoices
• Other approved payment methods as communicated to the client

Payment instructions will be included with each invoice.

Monthly Bookkeeping Services

Recurring monthly bookkeeping services are billed in advance and are due according to the terms stated on the invoice.

Services may begin or continue only when accounts remain in good standing.

Catch-Up, Clean-Up & Special Projects

One-time projects, including catch-up bookkeeping, clean-up services, QuickBooks setup, and other special projects, may require:

• An upfront deposit before work begins
• Progress payments for larger projects
• Final payment upon project completion

Specific payment terms will be outlined in the project proposal or invoice.

Invoice Terms

Unless otherwise agreed in writing:

• Invoices are due within 15 days of the invoice date.
• Clients are responsible for reviewing invoices promptly.
• Questions regarding invoices should be submitted before the due date.

Late Payments

Payments not received by the due date may be subject to:

• A late fee of 1.5% per month (18% annually) on outstanding balances, where permitted by law.
• Suspension of services until payment is received.
• Delays in the completion of bookkeeping work or reporting.

Returned Payments

Clients are responsible for any fees associated with:

• Returned ACH payments
• Chargebacks
• Declined transactions
• Insufficient funds

Any outstanding balances must be paid before services resume.

Service Suspension

Bookkeeping By Jenn reserves the right to suspend or discontinue services when:

• Invoices remain unpaid past the due date.
• Payment arrangements have not been honored.
• Repeated late payments occur.

Service will resume once the account has been brought current.

Collections

If collection efforts become necessary, the client agrees to be responsible for reasonable collection costs, attorney fees, court costs, and related expenses permitted by law.

No Guarantee of Results

Payment for bookkeeping services compensates Bookkeeping By Jenn for professional time, expertise, and work performed. Payment does not guarantee any specific financial, tax, or business outcome.

Refunds

Due to the nature of professional bookkeeping services:

• Fees for completed services are non-refundable.
• Deposits for work already performed are non-refundable.
• Refund requests will be reviewed on a case-by-case basis.

Pricing Changes

Bookkeeping By Jenn reserves the right to adjust service fees as business needs change.

Clients will receive reasonable notice of any pricing changes affecting recurring services.

Contact Information

For billing or payment questions, please contact:

Bookkeeping By Jenn

Intuit Certified Bookkeeper

QuickBooks Online ProAdvisor

Email: info@bookkeepingbyjenn.com

Website: BookkeepingByJenn.com

We appreciate your business and your commitment to maintaining a timely payment schedule, which allows us to continue providing exceptional bookkeeping services.