Client Policy & Disclaimers

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Disclaimer, Refund, and Client Services Policy

Effective Date: March 27, 2026

Sharper Edge Bookkeeping

www.sharperedgebookkeeping.com

Email: matt@sharperedgewf.com

Disclaimer of Professional Advice

All content published on this website—including but not limited to articles, blog posts, guides, checklists, templates, examples, and general bookkeeping or financial information—is provided strictly for informational and educational purposes. Sharper Edge Bookkeeping expressly disclaims any intent to provide personalized legal, tax, accounting, financial, or professional advice through this website.

Website content constitutes general information only and does not account for the unique facts, circumstances, or requirements applicable to any individual or business. Users shall not rely upon website content as a substitute for competent professional advice tailored to their specific situation. Sharper Edge Bookkeeping assumes no liability for any decisions made or actions taken based on website content.

Any professional services rendered by Sharper Edge Bookkeeping are governed solely by a formal written engagement letter or Client Services Agreement executed between Sharper Edge Bookkeeping and the client, which defines the precise scope of services, deliverables, and limitations of responsibility.

Refund and Cancellation Policy

All sales of services through this website or otherwise are final unless otherwise expressly stated in writing at the time of purchase. The following terms apply to refunds, cancellations, and terminations:

1. Prepaid Services: Payments for services not yet commenced may be refundable at Sharper Edge Bookkeeping’s sole discretion, less any administrative fees or non-refundable deposits as specified in the applicable invoice or engagement terms.

2. Services In Progress: No refunds will be issued for services where work has commenced, including but not limited to time expended, third-party costs incurred, or deliverables partially completed.

3. Cancellation by Client: Client-initiated cancellations after service commencement may result in liability for all fees through the cancellation date, plus any non-recoverable expenses.

4. Cancellation by Sharper Edge Bookkeeping: Sharper Edge Bookkeeping reserves the right to terminate services for non-payment, breach of agreement, or other material violations, with pro-rata refunds issued for prepaid, unperformed services where applicable.

Refund requests must be submitted in writing to matt@sharperedgewf.com within thirty (30) days of the original transaction.

Client Services Agreement Summary

Formal client relationships are governed by a separate Client Services Agreement executed between Sharper Edge Bookkeeping and the client. Key provisions typically include:

• Scope of Services: Detailed description of bookkeeping, payroll, reconciliation, reporting, or other tasks agreed upon.

• Client Responsibilities: Timely provision of records, documents, access credentials, and information required for service delivery.

• Fees and Payment Terms: Hourly rates, fixed fees, retainers, invoicing schedule, late payment penalties, and expense reimbursement.

• Deadlines and Deliverables: Project timelines, reporting cadences, and performance expectations.

• Confidentiality: Mutual obligations to protect proprietary and financial information.

• Termination: Notice periods, final billing, and transition assistance.

• Limitation of Liability: Caps on damages and exclusions of consequential losses.

• Governing Law: Application of North Carolina law.

In the event of any conflict between this website content and an executed Client Services Agreement, the terms of the signed agreement shall control.

General Provisions

Sharper Edge Bookkeeping reserves the right to modify this policy at any time. Updated versions will be posted to this webpage with the effective date revised accordingly. Continued use of the website or services following changes constitutes acceptance of the revised terms.

This policy shall be governed by and construed in accordance with the laws of the State of North Carolina, without regard to conflict of laws principles.

Last Updated: March 27, 2026