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Terms & Conditions for EDW Business Solutions, LLC

Effective Date: December 5, 2025

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1. Introduction

Welcome to EDW Business Solutions, LLC. These Terms & Conditions govern your use of our website, www.edwsolutions.com, and any services, content, or resources offered through it.

By accessing or using the website, you agree to these Terms. If you do not agree, please discontinue use of the website immediately.

2. Use of the Website

You agree to use the website only for lawful purposes and in a way that does not violate the rights of others or restrict their use of the website. You may not:

  • Attempt to gain unauthorized access to any part of the website.

  • Interfere with website performance or security.

  • Use the website for fraudulent, harmful, or illegal activities.

We reserve the right to terminate or restrict access at our discretion for violations of these Terms.

3. Services

Information on the website is provided for general informational purposes. While we strive for accuracy, we do not warrant that any information is error-free, complete, or up to date.

Any services offered by EDW Business Solutions, LLC are subject to separate agreements or contracts between the client and the company.

4. Refund Policy

1.1 General Policy

EDW Business Solutions provides professional accounting services, tax assistance preparation services, and knowledge base services. Due to the nature of our work—where labor, expertise, and time are invested into each engagement—all fees paid for completed work are non-refundable.

However, we are committed to fairness and customer satisfaction. Refunds may be considered under specific circumstances described below.

 

1.2 Refund Eligibility

A client may qualify for a partial or full refund only if:

  1. No work has begun on the client’s account at the time the refund is requested.

  2. A significant error or service failure occurred directly due to EDW Business Solutions and cannot be remedied within a reasonable time.

  3. The client was charged in error or received a duplicate charge.

 

1.3 Non-Refundable Items

The following are strictly non-refundable:

  • Completed bookkeeping, reconciliations, financial reports, tax assistance preparation

  • Any monthly or annual subscription services 

  • Hourly consulting or project-based work already performed

  • Setup fees or onboarding fees

  • Any third-party software fees paid through EDW Business Solutions

 

1.4 Refund Process

If a client believes they are eligible for a refund:

  1. A written request must be submitted to help@edwsolutions.com within 7 days of the billing date.

  2. EDW Business Solutions will review the request within 5–10 business days.

  3. If approved, refunds are processed to the original payment method within 7 business days.

 

 

2. Product Subscription Policy

EDW Business Solutions offers monthly and annual subscription plans for ongoing bookkeeping, advisory, tax assistance preparation services, and a knowledge base center.

2.1 Billing Cycle

  • Subscriptions are billed monthly or annually in advance.

  • Billing can occur automatically on the renewal date as an option.

 

2.2 Subscription Levels

Each subscription tier includes defined services such as transaction limits, number of accounts, meeting frequency, and reporting.
Additional services outside the plan will be billed separately and require client approval.

 

2.3 Automatic Renewal

All subscriptions renewals can be selected as automatic and can be cancelled according to the cancellation policy.

 

2.4 Subscription Changes

Clients may:

  • Upgrade at any time (prorated immediately)

  • Downgrade at the end of the current billing cycle

  • Add services à la carte at pre-approved rates

 

2.5 Non-Payment / Failed Payments

If a payment fails:

  1. The client will receive an email or text notification.

  2. A 5-day grace period will be provided.

  3. After 5 days of non-payment, services may be paused.

  4. After 15 days of non-payment, services may be terminated, and a reactivation fee may apply.

 

 

3. Subscription Cancellation Rules

3.1 Client-Initiated Cancellation

  • Clients may cancel their subscription at any time by emailing help@edwsolutions.com.

  • Cancellation becomes effective at the end of the current billing cycle.

  • No refunds are issued for unused time in the current billing period.

 

3.2 Company-Initiated Cancellation

EDW Business Solutions may terminate a subscription if:

  • The client repeatedly fails to provide required documents

  • Non-payment continues for 15 days

  • Abuse, harassment, or unprofessional behavior occurs

  • The client engages in fraudulent, illegal, or unethical financial activity

Clients will receive notice before termination unless legally prohibited.

 

3.3 Offboarding

Upon cancellation:

  • Final work will be completed through the paid billing period

  • Client files and reports will be exported and delivered within 10 business days

  • EDW Business Solutions may securely retain files for compliance purposes

 

 

5. Eligibility Criteria for Services

To maintain accuracy, compliance, and quality of service, EDW Business Solutions requires:

5.1 Client Responsibilities

Clients must:

  • Provide complete and accurate financial records

  • Grant access to accounting platforms, bank statements, and required systems

  • Respond to information requests within reasonable timeframes

  • Maintain lawful and ethical business practices

 

5.2 Business Requirements

EDW Business Solutions serves:

  • Small businesses, entrepreneurs, startups, and service providers

  • U.S.-based businesses (international by approval)

  • Clients using approved accounting software (QuickBooks Online, Xero, etc.)

 

5.3 Disqualification or Ineligibility

Clients may be deemed ineligible if:

  • They refuse to maintain accurate records

  • The nature of their business conflicts with regulatory or ethical requirements

  • Their financial activity poses significant risk

  • They require services outside EDW’s designated expertise

 

 

6. Customer Experience Policy

EDW Business Solutions is committed to professionalism, accuracy, clarity, and proactive support.

6.1 Communication Standards

  • All client communication will be addressed within 1–2 business days.

  • Meetings will start and end on time and follow a clear agenda.

  • All deliverables will include professional presentation and documentation.

 

6.2 Service Quality Standards

EDW Business Solutions will:

  • Maintain accuracy in bookkeeping, financial classification, and tax assistance preparation

  • Use secure, industry-standard tools and software

  • Provide transparent pricing and clear expectations

  • Proactively identify issues or risks in a client's financial workflow

 

6.3 Client Conduct Expectations

Clients agree to:

  • Maintain professional communication

  • Provide timely information

  • Respect deadlines, appointments, and processes

  • Abide by the contract or subscription agreement

 

6.4 Feedback & Issue Resolution

  • Clients are encouraged to submit feedback anytime.

  • Service issues will be acknowledged within 1–2 business days.

  • A resolution plan will be provided within 5 business days.

 

6.5 Commitment to Confidentiality

All client financial information is confidential and protected under strict data privacy and security protocols.

7. Intellectual Property

All materials on the website, including text, graphics, logos, images, videos, and design elements—are the property of EDW Business Solutions, LLC or licensed to us, and are protected by copyright, trademark, and other intellectual property laws.

You may not copy, reproduce, distribute, modify, or create derivative works without our prior written consent.

8. Third-Party Links

The website may contain links to third-party websites. These links are provided for convenience only. We have no control over, and assume no responsibility for, the content, privacy practices, or policies of any third-party site.

Accessing third-party websites is at your own risk.

9. Communications Consent (Phone, Email, SMS)

By submitting your contact information — including your phone number — you consent to receive communications from us by:

  • Phone call

  • Text message (SMS)

  • Email

You may opt out at any time by following the instructions in our Privacy Policy or replying STOP to a text message.

We will not sell, rent, or share your phone number or SMS consent with third parties for marketing purposes.

10. Disclaimers

The website is provided on an “as is” and “as available” basis. We make no warranties, express or implied, regarding:

  • Website availability

  • Accuracy of information

  • Fitness for a particular purpose

  • Security, reliability, or performance

You use the website at your own risk.

11. Limitation of Liability

To the fullest extent permitted by law, EDW Business Solutions LLC is not liable for any direct, indirect, incidental, consequential, or punitive damage arising out of your use (or inability to use) the website, including but not limited to:

  • Loss of data

  • Loss of profits

  • Service interruption

  • Errors or inaccuracies

Some jurisdictions do not allow limitations of liability, so certain limitations may not apply to you.

12. Indemnification

You agree to indemnify and hold harmless EDW Business Solutions, LLC and its employees, affiliates, partners, and agents from any claims, damages, liabilities, or expenses arising from:

  • Your use of the Website

  • Your violation of these Terms

  • Your infringement of third-party rights

13. Changes to These Terms

We may update or revise these Terms at any time. Changes will be posted on this page with an updated Effective Date. Your continued use of the website after changes are posted means you accept the revised Terms.

14. Governing Law

These Terms are governed by and interpreted under the laws of the State of Florida without regard to conflict-of-law principles.

 

15. Contact Us

If you have questions about these Terms, please contact us:

EDW Business Solutions, LLC
Email: help@edwsolutions.com
Phone: (904) 999-7724

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