It is vitally essential for businesses to develop policy. A business without policy is one without control. Likewise, a policy helps guide performance and duties and sets an expectation on how a business is to carry out its mission and vision statements.
A POLICY SETS CUSTOMER EXPECTATIONS!
The policies here at WB&T are also applicable to contractors.
If you feel that during the course of business, a policy has been compromised, do not hesitate to reach out to us!
Your privacy is critically important to us.
WB&T is located at:WB&T
210 Greenbrier Box 51774, Livonia
48151 – Michigan , U.S.A
Flat rate for this purpose means, our fee for service is not based upon the number of transactions in a reporting period. we don’t have time to sit around and count the transactions to bill you – who does that?
This policy is subject to change without notice.
Changes would include:
- Address, phone, fax or email changes.
- Cancelling services.
All changes must be made in person, certified mail, or through your client workspace.
When you book your appointment, you are holding a space on our calendar that is no longer available to our other customers, or future customers.
In order to be respectful of our time, please call or text (248) 793-5968 if you are running late. Because we are a virtual service, our team also travel to meet with you at the agreed venue.
It Starts with Bookkeeping & Ends with the IRS!
WB&T Clients may cancel service at any time; however because of our start up process, there must be a 10 day written, notarized notice with new clients and a 30 day written, notarized notice with existing clients. The written notice can be mailed or uploaded to the customer workspace.
You are not entitled to any refunds with cancellations.
If your account is cancelled, Wells Bookkeeping & tax, LLC reserves the right to immediately remove your account information along with any account settings from our servers with NO liability or notice to you.
When You don’t pay your bill, we can’t pay ours – including our payroll bill!
It’s as simple as that.
Late payment fees will appear on your invoices as LATE FEE.
- A 6 day safety net is provisioned for all customers
- A late fee of $5.00 will be assessed after the 6th of the month
This policy was updated December 1, 2019
Wells Bookkeeping & Tax, LLC employs the use of electronic invoicing.
Clients are invoiced every month on the 25th, if electronically, and postmarked before the 30th if by U.S Postal services. We send invoices electronically by default.
You must request, in advance, to have invoices mailed. Invoices are due on the 1st of each month but no later than the 6th to avoid late fee penalties.
Wells Bookkeeping & Tax, LLC invoices are issued with a reasonable breakdown of the total amount of the invoice.