Legal
Online Payment Policy
How we collect, process, and manage payments for services provided by Diversify Management, LLC.
Effective date: September 15, 2026
Accepted Payment Methods
Diversify Management, LLC accepts the following forms of payment for all services:
- Credit and debit cards (Visa, Mastercard, American Express, Discover)
- ACH / bank transfer (electronic funds transfer)
- PayPal
- Zelle
- Invoice / net terms (available for qualifying clients; subject to approval)
Retainer & Deposit Requirements
Ongoing services — including but not limited to Fractional CFO engagements, monthly accounting, and business consulting retainers — require a monthly retainer paid in advance before work commences for each billing period. The retainer amount is specified in your engagement letter or service agreement. Work will not begin or continue for a billing period until the retainer payment has been received and confirmed.
Invoicing & Due Dates
Invoices for project-based or one-time services are issued upon execution of an engagement letter or upon completion of a defined deliverable, as specified in your service agreement. Payment is due within the number of days stated on the invoice. Late payments may be subject to a late fee as outlined in your engagement letter.
Secure Payment Processing
All card and ACH transactions are processed through PCI-DSS-compliant payment processors. Diversify Management, LLC does not store full card numbers or bank account credentials on our systems. By submitting payment, you authorize us to charge the agreed amount to your selected payment method.
Failed or Returned Payments
If a payment is declined, returned, or reversed for any reason, you will be notified promptly. Services may be paused until the outstanding balance is resolved. Returned ACH payments or chargebacks may result in additional fees as permitted by applicable law.
Currency
All fees and invoices are denominated in United States Dollars (USD).
Changes to This Policy
We reserve the right to update this Online Payment Policy at any time. Changes will be posted on this page with a revised effective date. Continued use of our services after any change constitutes acceptance of the updated policy.
Contact Us
If you have questions about a payment, invoice, or this policy, please contact us at [email protected] or call (321) 345-1316.