Refund Policy

Effective Date: April 1, 2025

​

General Terms

This Refund and Cancellation Policy applies to all services provided by Monikka O’Neil, CPA, including but not limited to Managed Accounting Services, CFO Advisory Services, and Technical Accounting Services.

​

Refunds and cancellations are subject to the nature of the services purchased, as described below, and must adhere to the procedures outlined in this policy.

 

This policy is designed to ensure fairness and clarity for both parties and to comply with our payment processing guidelines.

​​

Refunds

• Cancellation Before Engagement: Services can be canceled prior to the start of the engagement. Full refunds will be issued for cancellations made within 2 days of payment, provided that the services have not commenced.

• Partial or Completed Services: Once services have begun or are partially/completely rendered, refunds will not be granted. Exceptions may be made in cases of non-performance, subject to investigation and verification of the claim by Monikka O’Neil, CPA.

• Monthly Retainers: If you have entered into a monthly retainer agreement, cancellations may be made at the end of the current service period (monthly cycle), with written notice provided prior to the billing cycle. Any payments made for unused services beyond the current cycle will be refunded.

• No Refund for Rendered Services: Once services have been fully provided, no refunds will be issued.​

• Non-Refundable Services: Due to the customized nature of certain services, such as bespoke financial reports, modeling, or audits, these services are non-refundable once they have been initiated. If a material defect in the service is identified, we will make reasonable efforts to correct the issue.

 

Cancellations

Cancellation of Ongoing Services

• Notice Period: Services that have been delivered up to the point of cancellation will not be refunded, and clients are responsible for any outstanding invoices related to rendered services.

• Pro-rata Refunds for Prepaid Services: For clients who have prepaid for services, a pro-rata refund may be provided for the unused portion of the service, minus any applicable cancellation fees. The pro-rata refund will be calculated based on the portion of work completed at the time of cancellation.

 

One-Time Services

• Before Work Commences: One-time services, such as financial analysis or special consulting projects, may be canceled for a full refund if the cancellation request is received before any work has commenced.

• After Work Commences: No refunds will be issued for one-time services once work has started or been completed.

 

Refund Procedure

Requesting a Refund

• To initiate a refund, clients must submit a written request to our support mail within 2 days of the payment date. The request should include the payment receipt, service details, and a reason for the refund.

• Refund requests will be reviewed on a case-by-case basis and processed within 15 days after the refund request has been approved by Monikka O’Neil, CPA.

 

Refund Method and Timeline

• Refunds, once approved, will be processed back to the original payment method (credit card, bank account, etc.) used for the purchase. Clients will be notified once the refund has been initiated.

 

Disputes and Issue Resolution

Service Discrepancies

• If you believe there has been a discrepancy in the services provided, please contact us at monikka@monikkaoneilcpa.com immediately. We will investigate the issue and work with you to resolve any concerns.

• In cases where services rendered do not meet the agreed-upon standards, Monikka O’Neil, CPA may, at its discretion, offer a service revision or partial refund.

Mediation and Arbitration

• Any disputes that cannot be resolved directly between the client and Monikka O’Neil, CPA will be referred to a neutral third-party mediator for resolution. If mediation fails, the dispute may be submitted to binding arbitration in accordance with the laws.

 

Non-Refundable Services and Exclusions

Digital and Downloadable Products

• Any digital products, downloadable resources, or reports delivered electronically are non-refundable once accessed or downloaded.

• In cases where technical issues prevent access, clients may request assistance or replacement.

Customized Solutions

• Customized services, such as tailored financial modeling, and other tailor-made solutions, are non-refundable due to the specialized nature of the work involved. Clients are encouraged to discuss service expectations in detail before engagement.

 

Changes to the Refund and Cancellation Policy

• Monikka O’Neil, CPA reserves the right to modify or amend this Refund and Cancellation Policy at any time. Changes will be effective immediately upon being posted on our website, and clients will be notified of significant updates via email.

• It is the client’s responsibility to review the policy periodically for any changes. Continued use of our services after modifications implies acceptance of the revised policy.

 

Compliance with Wix Guidelines

• All refunds and cancellations will be processed in accordance with Wix’s guidelines and procedures. Wix may impose certain conditions on refunds or cancellations that are outside of Monikka O’Neil, CPA’s control.

• In cases where Wix’s policies take precedence, clients are encouraged to contact Wix customer support for specific inquiries or concerns.