Return and Refund Policy

Effective Date: October 2025
Business Name: Carolina Balance Bookkeeping, LLC
Website: www.carolinabalance.com

1. Overview

At Carolina Balance Bookkeeping, we value every client relationship and strive to provide accurate, timely, and professional bookkeeping services.
Because our work involves customized financial services and time-based deliverables, our refund policy is designed to ensure fairness to both our clients and our firm.

2. Non-Refundable Services

Due to the personalized and professional nature of bookkeeping services, all completed work, consultations, and setup services are non-refundable once delivered or performed.
This includes, but is not limited to:

• Bookkeeping setup and cleanup work
   
• Monthly or quarterly reconciliation services
   
• QuickBooks setup and customization
   
• Consultations, strategy sessions, or financial analysis reports
   

3. Retainers and Monthly Service Fees

If you are on a monthly or retainer plan, fees are charged in advance for services for the upcoming period.
Because bookkeeping involves continuous service preparation and reserved time, monthly fees are non-refundable once work has begun for that month.

If you wish to cancel your services, you must provide written notice before the next billing cycle.
Your services will remain active until the end of your current paid period.

4. Overpayment or Duplicate Charge

If an overpayment or duplicate charge occurs due to a billing error, Carolina Balance Bookkeeping will promptly issue a refund or apply a credit to your account.
Refunds for such errors will be processed within 7–10 business days after verification.

5. Deposits

If a deposit is required for a project (such as a cleanup or QuickBooks setup), it secures your project time and is non-refundable once the project begins.
If a project has not yet started, and you cancel within 3 business days of payment, we may issue a partial refund less administrative fees.

6. Service Cancellations

Clients may cancel ongoing services at any time by emailing rbennett@carolinabalance.com.
Cancellations are effective at the end of the current billing cycle.
No refunds will be issued for unused days or partial months of service.

7. Dissatisfaction or Error Resolution

Your satisfaction is very important to us.
If you believe an error has been made in your bookkeeping or billing, please contact us within 10 business days of receiving your report or invoice.
We will promptly review your concern and, if verified, correct any errors at no additional charge.

8. Exceptional Circumstances

Refund requests due to exceptional circumstances (e.g., system errors or duplicate service purchases) will be evaluated individually at our discretion.
Approved refunds will be processed within 10 business days via the original payment method.

9. Contact Us

If you have any questions about this Refund Policy or wish to request a refund related to an error, please contact us:

Carolina Balance Bookkeeping, LLC
📧 Email: rbennett@carolinabalance.com
🌐 Website: www.carolinabalance.com