I provide finance management, create systems, and workflow solutions to fit your organization

On-demand finance management is a perfect fit for small and growing businesses looking to have timely business financial reports.

Coastal Ledgers Bookkeeping, been operating since October 2016

Privacy Policy

Your Data
Coastal Ledgers does not sell any information collected from clients.
Personal information submitted through forms will exclusively be used for the purpose of replying to any inquires, and not used or kept for any other purposes.Payments
Our website uses Helcim^TM to process payments. Helcim^TM may use cookies and similar technologies, i.e. for fraud detection and prevention.
For more information, see Helcim^TM Privacy Policy.Appointments
Our website uses Cal.com to schedule appointments. Cal.com may use cookies and similar technologies.
For more information, see Cal.com Privacy Policy.Analytics
Our website uses Plausible Analytics to help us understand visitor trends and the effectiveness of our marketing outreach. We chose Plausible Analytics because it is a privacy-focused company and platform that eschews personally identifiable information in favour of anonymous aggregate data.
For more information, see Plausible's Analytics Data Policy.

Subscriptions Terms

AGREEMENT FOR SUBSCRIPTION SERVICESTHIS AGREEMENT is made and entered into as of the date the Software as a Service (“SaaS”) subscription starts (the “Effective Date”) by and between Bruno de Figueiredo Trigo DBA Coastal Ledgers (“the Seller”) and You or the Organisation you represent. (“the Client”).1. THIS AGREEMENT1.1. The purpose of this agreement is to confirm the nature of the services related to the SaaS you are subscribing to using our partnership(s) with the SaaS provider(s). We are pleased to provide you with such subscriptions, subject to the terms and conditions of the SaaS provider(s) and this letter of agreement. This letter of agreement constitutes a legally binding contract between the parties.1.2. The Seller Privacy Policy is a integral part of this agreement, and you will be agreeing to it’s terms when subscribing.2. SERVICES2.1. The service(s) included is the SaaS application(s), any additional features, or requested upgrades.2.2. At the Seller discretion, basic support is available, for a maximum for 15 minutes per calender year from the effective date of this agreement, to resolve any issues that the can be completed using the SaaS user interface.2.3. Any requested for further support from the Seller will be billed charged at our regular published fee(s).3. FEES AND INVOICES3.1. The Seller shall provide an invoice to the Client on or before the 1st day of each month the subscription is active.3.2. The payment of any amounts owing hereunder, plus any applicable taxes related to the provision of such services (each an “Invoice”), are due in full on the 1st day of each month.3.3. All amounts hereunder are exclusive of taxes. Any taxes payable on the Services to be provided hereunder shall be payable to the Vendor by the Client, on receipt of an invoice from the Seller.3.4. The Client agrees to have a recurring Pre-Authorized Debit (PAD) for payments of any amounts owing in the duration of this agreement.3.5. If and/or this agreement is terminated before the end of a subscription period, no pro-rated refund will be due.4. LIMITATION OF LIABILITY4.1. All software is provided as is and you must abide and agree to the software provider terms of service to continue using the SaaS subscription(s).4.2. The Client further acknowledges and agrees that performance, products, function, uptime, pricing changes, support, and all other claims related to the software is the sole responsibility of the SaaS provider(s).5. TERMINATION OF AGREEMENT5.1. This Agreement may be terminated by:  a) The SaaS provider as per their terms of service.
  b) The Seller by giving 30 days notice and sending the Client an email to the address that is registered for payments.
  c) The Client by giving notice to the Seller.5.2. The Client notice must be a written communication that is sent by courier or registered mail, postage prepaid, return receipt requested (provided that such notice or other written communication shall not be forwarded by mail if on the date of mailing there exists an actual or imminent postal service disruption in the city from which such communication is to be mailed or in which the address of the recipient is found, or email sent by the Client, using their address on file for payments.5.3. All such notices shall be addressed to the Vendor at the following addresses:  Address:
  1152-242 Mary St
  Victoria BC V9A 3V9
  Canada  Email:
  [email protected]5.4. Termination will be process in accordance with the software provider(s) terms, and this means that charges will only stop when the provider(s) terms are fulfilled.6. GOVERNING LAWThis Agreement shall be governed by the laws of the Province or Territory of British Columbia and the laws of Canada applicable therein.7. GENERALMeanings: The use of words in the singular or plural, or with a particular gender, shall not limit the scope or exclude the application of any provision of this Agreement to such person or persons or circumstances as the context otherwise permits.Headings: The headings appearing throughout this Agreement are inserted for convenience only and form no part of the Agreement.Assignment: The rights under this agreement are not assignable or transferable in any manner.Entire Agreement: This Agreement constitutes the entire agreement between the Parties with respect to all of the matters herein and shall not be amended, altered or qualified, except by a memorandum in writing, signed by both of the Parties hereto. This Agreement supersedes all prior and contemporaneous agreements, understandings, and discussions, whether oral or written, and there are no other warranties, agreements or representations between the Parties hereto except as expressly set forth herein.Agreement in English: The Parties hereto have required that this Agreement as well as any notice, document or proceedings relating hereto be written in English. Les parties aux présentes ont exigé que le présent contrat ainsi que tout autre avis, document ou procédure s'y rapportant soit rédigé en anglais.Severability: The invalidity or non-enforceability of any provision of this Agreement will not affect the validity or enforceability of any other provision hereof and any such invalid or unenforceable provision will be deemed to be severable.Waivers: No amendment, waiver or termination of this Agreement will be binding unless executed in writing by the Parties hereto. No waiver of any provision of this Agreement will be deemed or will constitute a waiver of any other provision, nor will any such waiver constitute a continuing waiver unless expressly provided.

Terms & Conditions

Exclusive to Finance Management Consult

Cancellations
Cancellations can be requested in writing, anytime before the questionnaire is submitted.
To request yours, complete this form.Refunds
If the questionnaire is not completed within 30 days of payment, an offer for a refund will be sent.
For more details, see Stripe's Support Page.Payments
Our website uses Stripe to process payments. Stripe may use cookies and similar technologies, i.e. for fraud detection and prevention.
For more information, see Stripe’s Terms of Service.Privacy
Coastal Ledgers does not sell any information collected from clients.
Information provided for the delivery of this service will exclusively be used for that purpose.
For more information, see our Privacy Policy.

Business solutions

I can manage your financial SaaS

I have partnered with multiple software providers, I am certified by several, and will work with you on how to best take advantage of your applications to create the perfect workflow for your organization. This includes:

Some of my preferred partners are:

Rates & fees

Payment methods