Terms & Conditions

Refund Policy

This Refund Policy outlines the circumstances under which Startup Books USA will provide refunds, the procedure for submitting a refund request, and the responsibilities of both parties. By engaging our services, you agree to the terms outlined in this policy.

Coverage & Scope

This policy applies to all services contracted through Startup Books USA, operating at startupbooksusa.com. It does not apply to any third-party tools, platforms, or providers engaged independently by the client. Startup Books USA’s liability in any refund scenario is limited to fees paid directly to us.

Our Commitment

We approach every client relationship with a commitment to delivering accurate, reliable, and professional bookkeeping services. We offer a 30-day satisfaction guarantee on all new subscriptions. If you are not satisfied within the first 30 days of your initial subscription, you may request a full refund — no questions asked.

For all other concerns, before submitting a formal refund request, we ask that you reach out to our team at support@startupbooksusa.com to allow us an opportunity to address your concerns and find a mutually satisfactory resolution.

Refund Eligibility by Service

Monthly Bookkeeping

Full Refund: If the service period has not yet commenced and no onboarding, account connection, or bookkeeping work has begun. Also applies within the 30-day new client satisfaction guarantee period.

Partial Refund: If the billing period has started but Startup Books USA has failed to deliver the agreed scope of service. The refund will be proportional to the undelivered work.

No Refund: Once the monthly report has been delivered and books have been reconciled for the billing period.

Historical Bookkeeping Cleanup

Full Refund: If no cleanup work has been initiated prior to the refund request.

Partial Refund: If work is in progress and Startup Books USA has not delivered within the agreed scope or timeline. The refund will reflect completed work to date.

No Refund: Once cleaned-up records and reports have been delivered to the client.

Tax Services & Tax Resolution

Non-Refundable: All tax preparation, tax-ready records, and tax resolution services are non-refundable once work has commenced, as these engagements involve significant upfront

research, strategy, and coordination. Clients may cancel future engagements with written notice, but fees paid for active work will not be refunded.

Advisory & Consultation Sessions

Non-Refundable: Strategy calls, onboarding sessions, and consulting engagements are non-refundable once the session has taken place.

Third-Party Software & Tools

Non-Refundable: Fees paid to third-party platforms (e.g., QuickBooks, Xero, Zoho Books) are non-refundable as these funds are disbursed directly to those providers. Startup Books USA is not liable for third-party billing disputes.

Applicability & Conditions

The following conditions affect refund eligibility:

  • Refund requests will not be considered if the client has failed to provide necessary information, content, or approvals required for service delivery in a timely manner.
  • Delays attributable to the client do not constitute grounds for a refund against Startup Books USA.
  • Refund requests must be submitted in writing to support@startupbooksusa.com and include a clear description of the reason for the request.
  • Startup Books USA reserves the right to assess the proportion of work completed and issue a partial refund accordingly.
  • Refund requests must be submitted within 30 days of the delivery or completion of the service in question. Requests submitted outside this window will not be considered, except where the 30-day new client guarantee applies.

Chargeback Policy

Clients agree to contact Startup Books USA directly at support@startupbooksusa.com prior to initiating any chargeback or payment dispute with their bank or credit card provider. Initiating a chargeback without first following the refund request process outlined in this policy constitutes a material breach of this agreement. In the event of a chargeback, Startup Books USA reserves the right to:

  • Suspend all active services immediately
  • Retain any delivered work product
  • Pursue recovery of disputed funds including any associated chargeback fees incurred by our payment processor

Processing of Refunds

Approved full refunds will be processed within 30 business days of the cancellation confirmation. Approved partial refunds will be calculated based on completed work and processed within 45 business days. Refunds will be issued using the original payment method unless otherwise agreed in writing.

Limitation of Liability

Startup Books USA’s refund liability is limited to the value of undelivered work within the contracted service scope. We are not liable for indirect losses, missed business opportunities, or consequential damages arising from any service delay or dispute.

Changes to This Policy

Startup Books USA reserves the right to update this Refund Policy at any time. Changes will be reflected with an updated effective date on this page. Continued engagement of our services following any update constitutes acceptance of the revised terms.

Contact Us

To initiate a refund request or ask questions about this policy, please contact us:

Company: Startup Books USA
Website: startupbooksusa.com
Email: support@startupbooksusa.com
Phone: +1 (315) 909 6234