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Refund Policy

Effective Date: January 1, 2024


Thank you for choosing Opertivo for your financial analysis and bookkeeping needs. We strive to provide the highest quality of service to our clients. However, if you are not entirely satisfied with your purchase, we’re here to help.


1. General Refund Policy


We offer a 30-day refund policy on all our services. If you are not satisfied with the service provided, you may request a refund within 30 days from the date of the initial purchase.


2. Eligibility for Refunds


To be eligible for a refund, you must meet the following conditions:

  • The refund request must be made within 30 days of the initial purchase.

  • You must provide a detailed explanation of the reason for dissatisfaction.

  • Services that have been substantially completed or delivered are not eligible for a full refund. Partial refunds may be considered based on the percentage of work completed.


3. Non-refundable Services


Certain services are non-refundable, including:

  • Custom or personalized services that have been approved and commenced.

  • One-time consultations or advisory sessions that have already been conducted.

  • Services delivered as part of a bundled package where the other components of the package have been utilized.


4. How to Request a Refund


To request a refund, please follow these steps:

  1. Contact our customer support team at with the subject line “Refund Request – [Your Order Number]”.

  2. Provide your name, contact information, and detailed reason for the refund request.

  3. Allow up to 5 business days for our team to review and respond to your request.


5. Refund Processing


Once your refund request is approved, we will initiate a refund to your original method of payment. The time it takes to receive the refund will depend on your payment provider’s policies.


6. Partial Refunds


In cases where services have been partially delivered, we may issue a partial refund based on the proportion of services completed. This will be determined at our discretion.


7. Modifications to the Refund Policy


We reserve the right to modify or update this refund policy at any time. Changes to the policy will be posted on our website, and the effective date will be updated accordingly.


8. Contact Us


If you have any questions or concerns about our refund policy, please contact us at:Email: 

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