Onboarding & Payment Policy
This page explains how Berg Bookkeeping & Balance handles client onboarding, initial payments, and ongoing billing so expectations are clear before services begin.
Our policies are designed to maintain the highest standards of financial integrity and professional decorum. By engaging with our services, business clients agree to the following terms, which safeguard both our advisory precision and your company's sustainable growth. Please scan these details carefully to understand your rights and obligations during our engagement.
Onboarding Process
STEP 01
Discovery Consult
We begin with a comprehensive review of your current financial workflows and business scaling goals.
STEP 02
Service Agreement
Review and sign your tailored service engagement and onboarding fee agreement to initiate partnership.
STEP 03
Systems Access
Secure transfer of bank data and software access to allow for seamless financial integration.
STEP 04
Active Engagement
Ongoing bookkeeping and strategic advisory services begin based on your selected package.
Monthly Service Fees
- All monthly bookkeeping and advisory services are billed in advance on the first of each month.
- Payments are primarily processed via secure ACH transfers to ensure efficiency and precision.
- Credit card payments are accepted but may be subject to a processing convenience fee.
Payment Terms & Conditions
Retainer Policy
- New client onboarding and specialized cleanup projects require a 50% retainer or full payment upfront, depending on project scope.
- Hourly consulting or 'add-on' services will be invoiced upon completion or added to the next billing cycle.
Late Payments
- Payments not received within 10 days of the invoice date will be considered late and incur a flat late fee.
- Accounts past due for over 30 days are subject to immediate service suspension until the balance is settled.
Cancellation & Refund Policy
- Service Termination: Formal termination of recurring services requires written notice thirty (30) days in advance.
- Monthly Fees: All monthly service fees are non-refundable once the billing cycle has commenced.
- Onboarding Fees: Once professional work has initiated, onboarding fees are strictly non-refundable under any circumstances.
- Final Settlement: Upon cancellation, all outstanding balances must be cleared immediately to facilitate the final handover of accounts.
Frequently Asked Questions
What is the standard onboarding timeline?
Our typical onboarding process takes 7-14 business days, depending on the accessibility of your historical financial records and current system state. We prioritize accuracy to ensure a smooth transition.
How are payments processed?
We utilize secure ACH transfers for all recurring monthly services. Monthly retainers are billed in advance on the first of each month to ensure uninterrupted financial oversight.
What is the policy for service cancellation?
We require a 30-day written notice for the termination of recurring services. This allows us to finalize all open reconciliations and provide a clean hand-off of your financial data.
Are customized cleanup quotes available?
Yes. Every business has a unique financial history. We perform an initial assessment to provide a custom, project-based quote for historical cleanup or system restructuring.