Refund Policy

Overview

 IvyBloomBooks provides professional bookkeeping services tailored to each client’s specific needs.

Because bookkeeping services involve time, expertise, and work already performed, refunds are limited as outlined below.

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Monthly / Ongoing Services

• Fees for monthly bookkeeping, reconciliations, and ongoing support are non-refundable once the service period has begun.

• If you choose to cancel ongoing services, you will not be charged for future months after proper notice is given (see Section 5).

 

One-Time or Project-Based Services

• Payments for one-time services (e.g., cleanup, catch-up bookkeeping, historical reconciliations, setup work) are non-refundable once work has started.

• If a project is canceled before work begins, a refund may be issued minus any administrative or consultation fees.

 

Errors and Service Issues

If you believe an error was made as a direct result of our bookkeeping work:

• You must notify us in writing within [e.g., 7 days] of receiving the work.

• We will review the issue and, if confirmed, correct the error at no additional charge.

• Refunds are not issued for corrected work.

 

Cancellations

• Clients may cancel services by providing [e.g., 30 days] written notice.

• Services already performed and invoices already issued remain payable and non-refundable.

 

Third-Party Fees

Refunds are not available for:

• Software subscriptions (e.g., QuickBooks, Xero, Payroll Platforms)

• Government filing fees

• Payment processing fees
   

 

Exceptional Circumstances

Refund requests due to extraordinary circumstances will be reviewed on a case-by-case basis at our sole discretion.

Approval is not guaranteed.