Refunds & Cancellations
Last updated: November 7, 2026
This page explains when you can get a refund and how to cancel. Where a signed proposal or Service Agreement says something different, that agreement applies.
At a glance
| What you bought | Refund or cancellation |
|---|---|
| Templates and downloadable tools | No refund once downloaded, unless the file is faulty or materially different from its description. Tell us within 14 days. |
| Self-paced online courses | Full refund within 7 days of purchase if you have completed no more than 25% of the lessons. |
| Live training and workshops | Full refund 14+ days before the start date; 50% at 7–13 days; under 7 days, transfer to a later date instead of a refund. |
| Consulting, coaching and advisory | As set in your proposal or Service Agreement. Sessions can be rescheduled with 24 hours' notice. |
| Launch bookkeeping plan | First 3 months free, then $95/month, with a 6-month minimum term. Cancel any time; it ends after the minimum term. |
| Essentials plan | 30-day trial: cancel before day 30 and pay nothing. After that, cancel any time, effective at the end of the billing month. |
| Growth and Full Back Office | As set in your Service Agreement; otherwise 30 days' written notice. |
| Free tools, templates and content | Free, so nothing to refund. |
1. Templates and downloadable tools. Because a digital file can't be returned, sales are final once the file is downloaded. If a file is faulty or materially different from its description, email us within 14 days of purchase. We will send a corrected file or refund you in full. If you bought a template but have not downloaded it, we will refund it on request within 14 days.
2. Bundles and promotions. A refund on part of a bundle is calculated on the price you actually paid for that part. Promotional codes are not refunded as cash.
3. Self-paced online courses. You can get a full refund within 7 days of purchase if you have completed no more than 25% of the lessons and have not downloaded the course workbook. After that, the course is yours to keep and there is no refund.
4. Live training and workshops. Cancel 14 or more days before the start date for a full refund. Between 7 and 13 days before, we refund 50%. Under 7 days, we can move you to a later session or let a colleague take your place at no cost. If we cancel or reschedule, you choose a new date or a full refund.
5. Consulting, coaching and advisory. Fees, deposits and cancellation terms are set in your proposal or Service Agreement. Without one: you can reschedule a session at no cost with at least 24 hours' notice; a session missed without notice is charged; fees for work already done are not refundable.
6. Bookkeeping and back-office plans.
- Launch: $0 for the first 3 months, then $95 a month. The plan has a 6-month minimum term, counted from your start date, free months included. You can give notice at any time; the plan ends at the end of the minimum term or the billing month, whichever is later.
- Essentials: 30-day trial. Cancel before day 30 ends and you are not charged. After the trial, the plan renews monthly until you cancel.
- Growth and Full Back Office: notice and term are set in your Service Agreement; otherwise 30 days' written notice.
- All plans: billed monthly in advance. Cancellation takes effect at the end of the current billing month; partial months are not refunded. When a plan ends, we hand over the records we produced for you as set out in your Service Agreement.
7. How to ask for a refund or cancel. Email info@ez.consulting from the address on your account, with your order number or plan name. Plans can also be cancelled in your client portal. We reply within one business day.
8. When you get the money back. Approved refunds go back to your original payment method. They usually appear within 5–10 business days, depending on your bank.
9. Disputes with your bank. Please contact us before filing a chargeback. Most issues are fixed faster that way.
10. Your legal rights. Nothing on this page limits any rights you have under the law.