Refund Policy

A legal disclaimer

Effective Date: 09/18/2025

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At The Ledgerly Group LLC, we are committed to providing high-quality bookkeeping and financial services to all our clients. Our Refund Policy outlines the conditions under which refunds may be issued.

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1. Service Satisfaction

We strive to ensure our clients are fully satisfied with our services. If you are not satisfied with the service you received, please contact us within 7 days of service delivery to discuss your concerns.

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2. Refund Eligibility

Refunds may be considered under the following circumstances:

• Cancelled Services: If a scheduled service or session is canceled by the client with at least 48 hours’ notice, a partial or full refund may apply for pre-paid sessions.

• Unsatisfactory Services: If services were provided but did not meet agreed-upon expectations, we will review the case individually and may issue a partial refund at our discretion.

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3. Non-Refundable Items

The following are not eligible for refunds:

• Completed services that met the agreed-upon scope.

• Customized plans or materials that have already been delivered.

• Services canceled less than 48 hours in advance.

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4. How to Request a Refund

To request a refund, please contact us:

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Email: info@ledgerlygroup.com
Phone: (559) 475-4603

Include your name, service purchased, date of service, and reason for the request. We will review your request and respond within 5 business days.

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5. Refund Processing

Approved refunds will be issued using the original payment method within 30 business days of approval.