Your privacy is important to me. I only collect information necessary to deliver services — such as your name, email, business details, and payment information — with your consent.
Information Is Used For:
• Communicating with you
• Delivering services you’ve requested
• Processing payment securely
• Internal business/admin purposes only
Your data is never sold or shared with third parties except for secure tools required to operate (e.g., QuickBooks, jobber, payment processors, etc.).
You may request access to or removal of your stored information at any time.
By working with or contacting Rachelle’s Bookkeeping Studio, you agree to the following:
Commitment & Contract
All monthly bookkeeping/admin clients are required to sign a service agreement and commit to a 12-month minimum term, with the option to cancel with 30 days’ written notice.
Payment & Credit Card on File
A valid credit card is required to be kept on file for all monthly or recurring services.
Monthly payments are automatically charged on the agreed billing date. Late or declined payments may result in a pause of services.
Communication
All communication is handled primarily by email.
Phone or Zoom calls are by appointment only.
Response time is typically within 1–2 business days during operating hours.
Operating Hours
Monday to Friday — 9:00 a.m. to 12:00 p.m. PST
(afternoons by appointment only)
All Sales Are Final
Due to the nature of digital and service-based work, all sales are final once services have begun.
There are no refunds on retainers, setup work, or completed service time.
Cancellation
Monthly service agreements may be cancelled with 30 days’ written notice.
Any work already completed or scheduled during that 30-day notice period will still be billed as usual.
One-Time Services
One-time services (such as system setup or organization sessions) are non-refundable once delivered or started.
I am not a CPA, tax accountant, financial advisor, or legal advisor.
I provide bookkeeping preparation and administrative support only.
Any financial, legal, or tax information provided is educational and general in nature, and should not be considered formal legal, financial, or tax advice.
You are responsible for reviewing all completed work and consulting a licensed accountant or tax professional for final filings, compliance, or legal decisions.
Questions?
If you have any questions about these policies, please email:
hello@rachellesbookkeepingstudio.ca