Terms and Conditions

1. Introduction

Welcome to LedgerSummitPro! These Terms and Conditions govern the use of our services, programs, and offerings in the field of accounting management and business consulting. By enrolling in a service or using our services, you agree to these terms and commit to fully comply with them.

2. Service Eligibility

2.1. Client Information – Our services are available to individuals and businesses seeking premium accounting management services. When enrolling in services, we request information about your business preferences and requirements to help appropriate and targeted accounting management guidance.
2.2. Registration – Our accounting management services require prior registration and business assessment by LedgerSummitPro. You are obligated to provide accurate and current information about your business experience and situation, as well as any necessary documentation.
2.3. Conduct Guidelines – During our consultations and accounting management sessions, we expect the highest level of professionalism and respectful behavior. Any form of inappropriate communication, disruptive behavior, or breaches of confidentiality may result in immediate termination of services.
2.4. Confidentiality – Clients agree to maintain the confidentiality of information shared during our accounting management sessions regarding practices, methodologies, and other clients.

3. Appointment Booking and Payment

3.1. Service Bookings – Bookings can be made through our website, by phone, or in person and are binding after our written confirmation. Due to the exclusive nature of our services, we reserve the right to accept or decline requests at our discretion.
3.2. Payment Terms – Consultation fees are due before the first service delivery. We accept bank transfers, credit cards, and for qualified clients, 30-day payment terms.
3.3. Individual Bookings – For individuals requiring regular accounting management services, separate payment terms can be arranged as specified in the respective service contract.
3.4. Cancellation Terms – No fee is charged for cancellations up to 72 hours before a scheduled consultation. Cancellations within 72 hours may incur a cancellation fee of CAD 500. No-shows for agreed VIP consultations will be charged the full service fee.

4. Service Delivery and Changes

4.1. Service Planning and Execution

  • LedgerSummitPro reserves the right to modify the availability of services, times, and accounting management consultants.
  • In case of accounting management consultant unavailability, a consultation appointment may be rescheduled or alternative accounting management consultants proposed.
  • Changes to appointments will be communicated to clients as early as possible with reasonable notice.
    4.2. Accounting Management Documentation – All provided accounting management documents, presentations, and accounting analyses are prepared with utmost care. However, the final responsibility for verifying all accounting management information lies with the client and their accounting advisors.

5. VIP Services and Special Requests

5.1. Premium Registration – VIP services and access to off-market accounting management solutions are subject to separate, stricter registration conditions, which are communicated before booking and are binding. This may include comprehensive reference checks and proof of financing.
5.2. Cancellation Terms for VIP Services – Cancellations for VIP services and exclusive consultations must be made at least 7 days in advance for a full refund. Later cancellations will incur a fee of CAD 2,500.
5.3. Service Restrictions – For certain exclusive accounting management services, we reserve the right to restrict or deny access based on business preferences, business restrictions, or insufficient qualification proof from the interested party.

6. Disclaimer and Warranty

6.1. Liability – LedgerSummitPro is only liable in cases of intentional or gross negligence by our employees or accounting management consultants. We assume no liability for the accuracy of accounting management information provided by third parties (accounting authorities, business centers, authorities) or for errors in externally provided documents.
6.2. Professional Responsibility – Our consultants conduct thorough accounting management research and business assessments but do not independently verify all technical, accounting, or business details of the offered accounting management services. Clients are strongly encouraged to consult independent accounting advisors, business consultants, and accounting management advisors.

7. Discretion and Confidentiality

7.1. Confidentiality Agreement – All parties commit to absolute discretion regarding all accounting management sessions, client identities, and personal details. This applies even after the termination of the business relationship.
7.2. Media Waiver – Clients agree not to disclose details about their accounting management relationship with LedgerSummitPro or provided accounting management solutions to media or third parties without our prior written consent.

8. Data Protection

8.1. Data Processing – The processing of personal data is carried out according to our separate Privacy Policy, which is considered an essential part of these Terms and Conditions and should be read carefully.
8.2. Accounting Management Data – We maintain confidential records of accounting management consultations and sessions. These records are kept secure and in accordance with the highest data protection standards.

9. Refund Policy

9.1. Service Quality – At LedgerSummitPro, we strive to provide exceptional accounting management services. If you are not completely satisfied with the service received, please notify us within 14 business days after service delivery.

9.2. Refund Eligibility – Refunds or service credits may be granted at our discretion if:

  • There was a demonstrable error in the accounting management assessment or presentation attributable to our consultant
  • Essential accounting management information was incorrectly or misleadingly presented through our fault
  • VIP services were not delivered as promised or described
  • For justified complaints about the quality of our guidance services

9.3. Refund Process – To request a refund or service adjustment, please contact our customer care team in writing with details of your concerns and relevant documentation. We will review each case individually and discreetly and respond within 7 business days.

9.4. Limitations – Please note that refunds may not be available for:

  • Guidance services already fully provided according to agreed accounting management search criteria
  • Circumstances where the client provided incomplete or inaccurate information about their preferences or business situation
  • Requests made more than 60 days after service delivery
  • Rejections of accounting management offers due to changed personal circumstances or preferences
  • Market conditions or accounting management availability beyond our control

9.5. Alternative Solutions – In appropriate cases, we may offer extended search services, access to alternative accounting management portfolios, or partial credits instead of a full refund, depending on the nature of the concern. Our goal is to find a satisfactory and discreet solution for all parties involved.

10. Final Provisions

10.1. Severability Clause – Should individual provisions of these Terms and Conditions be or become invalid, the validity of the remaining provisions remains unaffected.
10.2. Applicable Law – These Terms and Conditions are subject to Canadian law. The place of jurisdiction for all disputes is the registered office of LedgerSummitPro, to the extent permitted by law.