CPE Policies and Procedures – Group Live

CPE Policies and Procedures – Group Live

Records Retention

Participants are encouraged to retain their Certificates of Completion for their CPE requirements. Sandra L. Leyva, Inc. will retain course attendance records for five years from the date of the course. The records maintained include attendance date and time, participants’ contact information, title of courses attended, telephone log, course evaluations, instructor information, CPE hours, marketing brochure, and copies of the course materials.

Refunds and Rescheduled Courses

If for any reason, a participant is not satisfied with a course, they are eligible to receive a full refund up until halfway through the course. Participants must notify us of their request for a refund via phone or email, and the refund will be promptly processed. All handouts need to be returned to our offices at PMB 95, 1900 Preston Rd 267, Plano, TX 75093, USA.

In the rare case a course needs to be rescheduled, a participant will have the choice to attend the course at the revised time or they can request a refund prior to the start of the revised course. We will notify participants of the rescheduled date immediately via email or phone. Participants must notify us of their request for a refund via phone or email, and the refund will be promptly processed. All handouts need to be returned to our offices at PMB 95, 1900 Preston Rd 267, Plano, TX 75093, USA.

Some courses are part of a larger package of offerings, exactly like conference CPE. In this case, the refund policy that applies is the one that is in effect for the entire package. If a participant is not satisfied with one portion of the course, we will individually work out an arrangement with the participant that is satisfactory to them. This may be providing them with another product of interest to them, offering a credit toward future work, or offering a partial refund.

Cancellations

In the rare case that a course needs to be cancelled, we will notify you immediately via email or phone. You will receive a full refund for your order with our profuse apologies.

Complaint Resolution

Inquiries, comments, problems, and complaints should be directed to Sandi Leyva, who can be reached by phone (972-985-9129), email (support@sandismith.com), or mail (Sandra L. Leyva, Inc., PMB 95, 1900 Preston Rd 267, Plano, TX 75093, USA). We will respond to all issues within two business days.

Materials and Course Content Update

Technology is evolving at a rapid pace. Sandra L. Leyva, Inc. is dedicated to bringing you the most up-to-date content relevant to your business environment. Course materials are updated at least once a year in an effort to keep materials current. We research dozens of marketing sources to keep our course information current, relevant with the changing economy, and accurate. Courses conducted early in the year may not contain the same content as a course with the same title conducted later in the year.

We also pay attention to content and suggestions we receive from you. If you see any typos or would like to suggest corrections, please send us an email to support@sandismith.com with your suggestion, the course name, and page number, and any outside source that validates or verifies your suggestion, if applicable. We appreciate your input.

 

Contact Us

Marketing and Coaching for Accountants, CPAs, Bookkeepers, QuickBooks Advisors, and Xero Consultants Accountant’s Accelerator is a division of Sandra L. Leyva, Inc.

1900 Preston Rd 267 PMB 95, Plano, TX 75093

972-985-9129 | support@sandismith.com

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SatisfactionAll of our products are backed by our 100% satisfaction guarantee.

If, for any reason, you are not completely satisfied you can cancel any time. No questions asked. Nothing to return.

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