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Refund & Cancellation Policy — Pacific Rise Financials LLC
Last updated: August 23, 2025
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One‑time training sessions
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Cancel/reschedule ≥24 hours before start: full refund or one‑time reschedule.
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Cancel within 24 hours or no‑show: non‑refundable (we may grant a one‑time credit at our discretion).
Cleanups / Books Reboot Day
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50% retainer to secure the date (unless otherwise stated).
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Refundable up to 3 business days prior. Inside 3 business days: non‑refundable; one reschedule allowed within 30 days.
Monthly bookkeeping
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Month‑to‑month after any initial term stated in your quote.
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Cancel with 30 days’ notice. Fees for work already performed in the current billing cycle are non‑refundable.
How refunds are processed
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Payments collected via Calendly + Stripe are refunded to the original payment method; processing times depend on the payment provider.
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Email support@pacificrisefinancials.com with your booking email, date, and amount to request a refund.
Exceptions
If we cannot deliver agreed‑upon deliverables due to our error, we will make it right promptly or issue an appropriate refund/credit.
This policy does not affect your statutory rights.