Payments & Refunds

By the Books Refund Policy

By the Books is an expert financial services and business whose goal is to provide the highest level of financial service to our clients. Like all businesses and in order to provide our services we need to cover operating expenses associated with providing said services. We expect our clients to understand the associated costs and respect all policies regarding our services. We require payments to be made on-time in respect to the services, and any and all inclusive materials. ie. content, files, and reports to be submitted upon request. All fees collected by By the Books are non-refundable.

Upon hiring By the Books, for financial services you are bound by our refund and cancellation policy agreement and agree to abide by our policies therein.

By the Books Virtual CFO

Virtual CFO and FP&A project requirements include extensive resources including time, research and incurring internal expenses. Therefore once a payment or deposit is made, it is non-refundable. By submitting a deposit payment client agrees to the pricing in the quote. All client provided material to By the Books is considered as By the Books property and assumes no return of said materials. Materials include emails, data, reports, images and or samples of any kind. By the Books is not responsible for any lost, stolen, misplaced material. If a project is cancelled, delayed or postponed by the CLIENT, all fees will be forfeited, and will be retained by By the Books. If applicable, an additional cost will be charged to the CLIENT for all work completed beyond the projects original specifications. No exceptions.

By the Books Bookkeeping & Accounting Services

All Payments for bookkeeping and accounting services are non-refundable per agreement. Once a payment or deposit is made, no exceptions will be granted to our refund policy even if fees were paid in advance.

By the Books Setup Fees:

Setup fees are applied directly to expenses incurred by By the Books in the setup phase of any project management tools or software and are non-refundable.

Chargebacks:

We normally ask for CLIENT credit card or payment info so that we can charge the CLIENTS card for services provided OR we may also send an invoice so that you can pay from your end. You will be asked to submit your payment at the start of services and upon submittal agree to be charged fees associated with said services.

If any chargeback or payment dispute is caused by CLIENT to a bank or credit card company, then CLIENT services and/or projects will be suspended and in some cases all work will be undone (reversed) without notice. Furthermore, the amount of the chargeback fee will be issued to CLIENT (to recover any fees passed on to us by the credit card company).

In Addition, any outstanding balances accrued as a result of the chargeback(s) will have to be paid in full before we restore service, deliver any files, or commence any work.

PLEASE CONTACT US TO ADDRESS ANY BILLING ISSUES AND WE WILL GLADLY HELP YOU.

Requesting a chargeback or opening a dispute for a valid charge from us is fraud. Chargebacks are never a legal or appropriate means of obtaining a refund. All disputes will be challenged by our lawyers with sufficient evidence from our records.

By the Books Quickbooks Elite Services

All Quickbooks Elite hosting and service payments whether present or past months are non-refundable. Accounts are set up from the date of your order and are allotted a limited amount of server resources depending on the plan you purchased.

Upon installation of a Clients quickbooks account payment considered due. If Client fails to use an account set up by By the Books, fees will not be remanded and are still considered due. Billing cycles continue until a 30-day cancellation notice is received in writing from the CLIENT.

Account Suspension

All payments that are 15 days past due will trigger an account suspension. Services paid up to 12 month in advance and canceled before the expiration date will be refunded for the months not yet elapsed.

By the Books reserves the right to disable and/or terminate a user’s account, services, or contract if a user is found in violation of our terms and policies. Termination due to policy violations will not be refunded.

Please also read our TERMS AND CONDITIONS