Refund & Cancellation
Policy

Best Management Solutions LLC (“Best Management Solutions,” “BMS,” “we,” “us,” or “our”) provides professional financial and operational advisory services, bookkeeping and financial management services, assessments, diagnostics, consulting services, and digital products.

 

Because the nature of these offerings varies, refund and cancellation terms depend on the product or service purchased.

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Professional Services

 

Payments for professional services compensate BMS for reserved capacity, professional time, analysis, preparation, work performed, and deliverables provided.

 

Unless otherwise stated in a signed engagement agreement, proposal, or statement of work:

• Fees for services already performed are non-refundable.

• Completed deliverables are non-refundable.

• Fees attributable to work already performed before a cancellation are non-refundable.

• Any refund for prepaid services that have not yet been performed will be determined according to the applicable engagement agreement and the circumstances of the engagement.

 

Where a signed engagement agreement contains specific payment, cancellation, termination, or refund provisions, the signed engagement agreement controls.

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Diagnostic & Assessment Services

 

Diagnostic, assessment, and roadmap engagements require BMS to reserve professional capacity and perform analysis specific to the client's business.

 

Once work on an engagement has begun, amounts attributable to work already performed are non-refundable.

 

If a client requests cancellation before work begins, BMS will review the request based on the engagement terms, scheduled work, preparation already completed, and any non-recoverable costs incurred.

 

Any credit toward future BMS services offered as part of a Diagnostic, Assessment, or other engagement is subject to the terms and time limits stated in the applicable offer or engagement agreement.

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Ongoing Advisory, Bookkeeping & Financial Management Services

 

Recurring services may be subject to minimum terms, notice requirements, billing schedules, or termination provisions contained in the client's engagement agreement.

 

Cancellation of recurring services does not automatically entitle the client to a refund for services already provided or for amounts otherwise due under the engagement agreement.

 

Clients should refer to their signed agreement for the specific cancellation and termination provisions applicable to their engagement.

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Digital Products

 

Due to the immediate-access nature of downloadable and digital products—including templates, spreadsheets, workbooks, calculators, toolkits, guides, and similar resources—digital product purchases are generally final and non-refundable once access or download has been provided, except where otherwise required by applicable law.

 

If you experience a technical problem that prevents you from accessing a purchased digital product, please

contact BMS so we can make reasonable efforts to resolve the issue or provide access to the purchased material.

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Consultations and Appointments

 

If you need to cancel or reschedule a scheduled consultation or meeting, please provide as much notice as reasonably possible.

 

For paid consultations, missed appointments, late cancellations, or repeated rescheduling may be non-refundable if professional time was specifically reserved for the appointment.

 

Any cancellation terms displayed during booking or established in a separate agreement will control when applicable.

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Duplicate or Incorrect Charges

 

If you believe you were charged more than once, charged an incorrect amount, or charged for something you did not purchase, please contact BMS promptly so the transaction can be reviewed.

 

Confirmed billing errors will be corrected as appropriate.

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Refund Processing

 

When BMS approves a refund, the refund will generally be issued to the original payment method when reasonably possible.

 

Processing times may vary depending on the payment processor, financial institution, or payment method. BMS does not control the amount of time a financial institution takes to post an approved refund.

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Chargebacks and Billing Disputes

 

We encourage clients and customers to contact BMS directly regarding billing questions or disputes so we have an opportunity to review and address the issue.

 

Nothing in this policy limits any rights available to a consumer under applicable law or through their financial institution.

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Changes to This Policy

 

BMS may update this Refund & Cancellation Policy periodically to reflect changes to our services, products, or business practices.

 

The “Last Updated” date at the top of this page indicates the most recent revision.

 

Changes to this Website policy do not retroactively modify the terms of an existing signed client agreement unless agreed to in writing.

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Contact Us

 

For questions about a payment, cancellation, digital product, or refund request, please contact:

 

Best Management Solutions LLC
Email: Bookkeeper@BestManagementSolution.com
Phone: 619-534-8282
Website: BestManagementSolution.com

 

When contacting us about a transaction, please include your name, business name if applicable, purchase or service involved, transaction date, and a brief description of your request.