Refund Policy

Effective Date: July 3, 2025

At TrueWest Financial, we strive to deliver high-quality, reliable bookkeeping services to every client. Due to the nature of our work and the time invested in setting up and managing your financial records, we maintain the following refund policy:

1. Monthly and Recurring Services

All payments for monthly or recurring services (including bookkeeping plans and add-ons) are non-refundable once the billing cycle has begun. This is because our team begins work immediately upon payment.

2. Catch-Up Bookkeeping & One-Time Services

Payments for one-time services such as Catch-Up Bookkeeping, Payroll Setup, or Sales Tax Tracking are also non-refundable once work has commenced.

3. Service Disputes

If you are dissatisfied with the service you’ve received, please contact us at truewestfinancial@gmail.com within 7 days of the issue. We will make every reasonable effort to resolve your concern, which may include revisions or service credit at our discretion.

4. Cancellations

You may cancel your monthly plan at any time with 7 days’ notice before your next billing cycle. Your services will continue through the end of your current billing period. No prorated refunds will be issued for partial months.

5. Billing Errors

If you believe you’ve been billed in error, please contact us at truewestfinancial@gmail.com within 5 business days. We will review the case and, if appropriate, issue a correction or refund.

6. Policy Updates

We reserve the right to update or change this policy at any time. Changes will be posted on this page with a revised effective date.