Refund Policy
Last Updated: May 12, 2026
IHW Advisory commits to delivering high-value services to our CPA firm clients. Our refund policy reflects the immediate allocation of resources and commencement of specialized work upon engagement or monthly renewal.
1. General Refund Policy
IHW Advisory does not provide refunds for monthly retainer fees after four (4) business days from the date of monthly renewal or the initial service start date for the first month of engagement. Cancellations submitted in writing within four (4) business days of the monthly renewal date or initial service start date are eligible for a full refund of that month’s retainer fee, minus any costs already incurred for work commenced on behalf of the client. This policy applies uniformly across all service tiers and engagements.
2. Rationale for Refund Policy
Within the initial four (4) business days of a new engagement or monthly renewal, IHW Advisory initiates critical and resource-intensive work for the client CPA firm. This includes, but is not limited to, comprehensive operational audits, the development and implementation of automation workflows, and significant efforts towards website and social media presence rebuilds. These foundational activities represent a substantial investment of time, expertise, and resources by IHW Advisory. Due to the immediate commencement and specialized nature of this work, the value is considered delivered within this initial period.
3. Performance Guarantee and Refund Policy Interaction
The performance guarantee, which offers 50 hours saved and one qualified lead delivered within four months or the following month provided at no charge, is governed by the IHW Advisory Terms & Conditions. This guarantee operates distinctly from this Refund Policy. A free month issued under the performance guarantee does not constitute a refund and is not subject to the terms outlined herein. In the event of any conflict between this Refund Policy and the Terms & Conditions regarding guarantee-related credits, the Terms & Conditions shall govern.
4. Exceptions
Circumstances may arise where a refund or credit is issued outside the standard policy. These exceptions include:
- Billing Errors: Full refund of any erroneous or duplicate charges.
- Cancellation by IHW Advisory: Full refund of fees paid for the unused period if IHW Advisory cancels an engagement without cause prior to service commencement.
- Discretionary Refunds: Any other circumstance where IHW Advisory, in its sole discretion, determines that a refund or credit is warranted.
Clients requesting an exception to this Refund Policy should contact us at contact@ihwadvisory.com
5. Contact Information
If you have questions about these Terms & Conditions, contact us at: