Terms of Purchase For
Bookkeepers IGNITE Annual Membership

These Terms only apply to the purchase of Bookkeepers IGNITE Membership - Annual.  Other products are governed by separate Terms of Purchase available on their respective checkout pages.

Please read these Terms of Purchase (“Terms”) carefully before completing your purchase of Bookkeepers IGNITE Membership - Annual (“Membership”) from Shift Up, LLC (the “Company”, “we”, “our”).

By purchasing the Membership, you agree to abide by these Terms and our Website Terms & Conditions, Privacy Policy, and Disclaimers (collectively, these “Terms”). If you disagree with any part of these Terms, you should not complete your purchase. In the event of any conflict between these Terms and the Website Terms & Conditions, Disclaimers, or Privacy Policy, these Terms shall control.

You must be at least 18 years of age or older to purchase from the Company.

Membership Product

As part of the Membership, the Company will provide you with access to an online, password-protected membership platform which will include live group coaching or question and answer sessions via live video stream or live video conferencing software and access to an online community and/or other resources as further described on the sales and/or checkout pages for the Membership.

From time to time, the Company will offer bonuses to individuals who purchase the Membership. You shall be entitled to any bonuses offered to you at the time of your enrollment. Bonuses are not guaranteed to be available for the entire lifespan of the program and they vary depending on specific live and automated promotions throughout the year. If the offered bonus is a product that you have already purchased, you will not be entitled to a refund of the purchase price for the product or any other compensation in place of the offered bonus.

Payment Policy

1. Payment Policy

In consideration for your access to the Membership, you agree to pay for the Membership in full (including all applicable sales and other taxes or fees) as indicated on the sales and checkout pages for such Membership and for providing the Company with a valid credit card, debit card, or other payment method. 

To complete your purchase, you may be asked to supply certain information relevant to your Purchase including, without limitation, your credit card number, the expiration date of your credit card, your billing address, and your shipping information. You represent and warrant that: (i) you have the legal right to use any credit card(s) or other payment method(s) in connection with any purchase; and (ii) the information you supply to the Company is true, correct and complete. 

We reserve the right to refuse or cancel your order if fraud or an unauthorized or illegal transaction is suspected including purchases made with prepaid credit cards. The Company reserves the right to refuse or cancel your order at any time for any reason, including but not limited to product or service availability, errors in the description or price of the product or service, or errors in your order.

We may use third party services for the purpose of facilitating payment and the completion of your purchase. By submitting your information, you grant the Company the right to provide your payment information to these third parties subject to our Privacy Policy.

2. Annual Subscription Payments

The Membership is offered on an ongoing basis under an annual subscription model. By completing your purchase, you authorize the Company to charge your payment method on file on the same day of the year for each year thereafter until you decide to cancel your enrollment in the Membership.

If all eligible payment methods the Company has on file for you are declined for payment of your subscription payment, you must provide a new eligible payment method promptly or your access and right to participate in the Membership will be revoked 5 days after the missed payment. You will also not receive access to future versions of or updates to the Membership until all payments are made in full.

You may cancel your access to the Membership and revoke our permission to charge your payment method on file at any time after the 12-month minimum enrollment period by emailing [email protected]. Requests to cancel must be received in writing at least 3 business days prior to your next payment date.

You may change your payment method on file at any time by emailing [email protected]

Refund Policy

Due to the proprietary nature of the Membership, all returns and refunds are discretionary as determined by Shift Up, LLC. 

If you realize the Membership is not right for you, please email [email protected] within 7 days of your purchase to request consideration of a refund request.  If your refund request is approved by the Company the Company will promptly issue an instruction to our payment processor to refund your payment. A credit will be applied to your credit card or other original method of payment. The Company does not control its payment processor and will not be able to expedite any refunds. Under no circumstances will the Company approve refunds requested after 7 days of your purchase.  

Please note, If you just downloaded the Training Material (PDFs, audios, videos, additional workbooks, and/or etc.), and then promptly asked for a return, we reserve the right to deny your request. Why? Because the point of the policy is to give people the opportunity to try the membership, and if they realize it is not a right fit for them, they can get their money back. It wasn't designed to enable people to steal the Training Material.

If you experience any difficulties accessing the Membership or downloading any materials, contact the Company immediately at [email protected]. The Company will not, under any circumstances, issue any refunds, in whole or in part, after the refund deadline.  If you initiate a chargeback, the Company reserves the right to report any delinquent balance owed to a credit reporting bureau and/or collections agency at our sole discretion.

Your license to use the purchased Membership and related materials is revoked immediately upon your receipt of a refund. By requesting and accepting a refund, or by initiating a chargeback, you agree to immediately cease using and delete all materials related to the purchased Membership from all your electronic devices, including but not limited to video recordings, audio recordings, forms, templates, checklists, guides, slide decks, and other resources.

Product Access & Availability

1. Term of Access

Your access to the Membership begins upon completion of your purchase and will continue as long as you are up to date on your subscription payments or until you decide to cancel your membership. The Company reserves the right to discontinue the Membership and terminate your access at any time for any reason, in which case your subscription payments will be canceled. No refunds will be granted if the Membership is discontinued. The Company makes no guarantees about the ongoing availability of the Membership.

2. Availability

The Company does not own the online course platform or community by which the Membership is provided and delivered. Your access may sometimes be subject to interruption or delay outside of our control. Due to the nature of the Internet and electronic communications, we do not make any warranty that the Membership or any associated resources or services will be error-free, without interruption or delay, or free from defects in design. We will not be liable to you should our course platform or community or the resources or services supplied through our course platform or community become unavailable, interrupted or delayed for any reason.


By purchasing the Membership, you understand that Nicole Ossenfort is a Certified Public Accountant in the State of South Dakota, however, she will NOT give you tax or financial advice pertaining to you or your business’ unique situation. Nicole Ossenfort is not your CPA. 

  1. Not Professional Advice

The information contained in the Membership is not intended as, and shall not be understood or construed as, professional advice. The Membership is for educational and entertainment purposes only. The Membership should not be construed as legal, financial, or any other type of professional advice. While the Company’s representatives and/or employees may be professionals and the information provided in the Membership relates to issues within their area(s) of professionalism, the information contained in the Membership is not a substitute for advice from a professional who is aware of the facts and circumstances of your individual situation.

The Company and its representatives and employees have done their best to ensure that the information provided in the Membership is accurate and to provide valuable information. Regardless of anything to the contrary, nothing in the Membership should be understood as a recommendation that you should not consult with a professional to address your particular situation. The Company expressly recommends that you seek advice from a professional.

The Company shall not be liable or responsible for any errors or omissions in the Membership or for any damage you may suffer as a result of failing to seek competent advice from a professional who is familiar with your situation.

2. No CPA-Client Relationship

Your purchase of the Membership does not create a CPA-client relationship between you and the Company, Nicole Ossenfort, or any of our professionals. You recognize and agree that your purchase of the Membership does not create an CPA-client relationship or any other type of professional-client relationship. 

3. Your Personal Responsibility

By using the Membership, you accept personal responsibility for the results of your actions. You assume all the risk of your access to the Membership and/or the Site and any subsequent actions you choose to take as a result of the influence, information or educational materials provided to you. You agree to take full responsibility for any harm or damage you suffer as a result of the use, or non-use, of the information available in the Membership. You agree to use judgment and conduct due diligence before taking any action or implementing any plan or policy suggested or recommended in the Membership.


We will not disclose any information you provide except as set forth in these Terms and as further provided in our Privacy Policy. As a purchaser of the Membership, you may have access to a community of other purchasers. As a condition of purchasing the Membership, you agree to respect the privacy of other purchasers. You agree not to share any information provided by other purchasers outside the community unless you receive express written permission to share the information from such other purchasers.

You further agree to respect the Company’s confidential information. The content of the Membership contains our proprietary methods, forms, templates, and other information. You agree not to share the information provided to you in the Membership with anyone other than the Company and other purchasers of the Membership. 

Your Materials & Contributions

By submitting a comment, photo, video or other material(s) to the Membership platform, you grant to the Company a non-revocable, commercial license to republish your submission in whole or in part unless you explicitly state that we may not do so with said submission. You have no right to privacy related to your actions in accessing the Membership or related materials, and the Company reserves the right to disclose your participation in the same. 

You must own the copyright to any image(s) you use in the Membership. You grant the Company a non-revocable, commercial license to any image(s) you submit to us by default, such as a profile image you voluntarily provide in accessing the Membership, or that you provide voluntarily upon our request. Such a default or voluntary release of your image and likeness may be used for any reasonable future business use. 

The Company is not obligated to notify you or anyone of our use in our own publications of photographs or other images that you submit to us by default or voluntarily. 

Intellectual Property

The Membership contains intellectual property owned by the Company, including trademarks, copyrights, proprietary information, and other intellectual property, such as text, video, graphics, design, logos, images, and the compilation thereof.  The Company name, the Company logo, the Company slogan, and all related names, logos, product and service names, designs, and slogans are trademarks of the Company or its affiliates or licensors. You must not use such marks without the prior written permission of the Company.  The Company reserves all rights in and to its common law and registered trademarks, service marks, copyrights, and other intellectual property rights, to all intellectual property included in the Membership (“IP”).  

All other names, logos, product and service names, designs and slogans used in the Membership are the trademarks of their respective owners.

Your purchase of the Membership does not result in a transfer of any intellectual property to You. As a condition of your purchase and use of the Membership, You agree to observe and abide by all copyright and other intellectual property protection. The Company grants You a single-use, non-exclusive, non-transferrable, revocable, royalty-free license to access and use the Membership materials and resources for your personal or internal business use. You agree that You will not modify (except as such modification may be necessary for completing or filling out templates or forms for your authorized use), publish, transmit, reverse engineer, participate in the transfer or sale, create derivative works, or in any way exploit any of the content, in whole or in part, found in the Membership, or offer any competing Membership or services based upon any information contained in the Membership. 

The Company content is not for resale. Your participation in the Membership does not entitle you to make any unauthorized use of the IP. You agree not to delete or alter any proprietary rights or attribution notices in any of the IP. You will use the IP solely for your individual or internal business use and will make no other use of the IP without the express written permission of the Company and the copyright owner. You agree that you do not acquire any ownership rights in any of the IP. The Company does not grant you any licenses, express or implied, to the intellectual property of the Company or our licensors except as expressly authorized herein.

You agree that any infringement of the Company’s IP shall result in an immediate termination of the license granted in these Terms. If you make any unauthorized use of the Company’s IP, your access to the Membership will be terminated immediately and you shall not be entitled to a refund of any portion of the purchase price. 

Equitable Relief

You acknowledge and agree that in the event of a breach or threatened violation of the Company’s intellectual property rights and confidential and proprietary information by You, the Company will suffer irreparable harm and will therefore be entitled to injunctive relief to enforce these Terms. The Company may, without waiving any other remedies under these Terms, seek from any court having jurisdiction any interim, equitable, provisional, or injunctive relief that is necessary to protect its rights and property pending the outcome of the mediation referenced below. You hereby irrevocably and unconditionally consent to the personal and subject matter jurisdiction of the federal and state courts in the State of South Dakota for purposes of any such action by the Company.

Limitation of Liability

Except as expressly provided in these Terms, the Company makes no guarantees, representations or warranties of any kind or nature, express or implied with respect to the Membership. In no event shall the Company be liable to You for any direct, indirect, consequential or special damages, including without limitation any liability for any accidents, delays, injuries, harm, loss, damage, death, lost profits, personal or business interruptions, misapplication of information, physical or mental disease, condition or issue, physical, mental, emotional, or spiritual injury or harm, loss of income or revenue, loss of business, loss of profits, loss of contracts, loss of anticipated savings, loss of data, loss of goodwill, wasted time and for any other loss or damage of any kind, however and whether caused by negligence, breach of contract, or otherwise, even if foreseeable. The Company’s entire liability for any breach of these Terms, and Your sole remedy, shall be limited to the purchase price actually paid by You to the Company. 

No Warranties



If you are found to be slandering, libeling or otherwise disparaging the Company, Membership, or related materials, your access to the Membership will be immediately revoked. The Company reserves the right to file a civil claim of action against you for any such damaging actions you take that materially harm the Company. 


You shall indemnify and hold the Company harmless from and against any and all losses, damages, settlements, liabilities, costs, charges, assessments, and expenses, as well as third party claims and causes of action, including, without limitation, attorney’s fees, arising out of your breach of any of these Terms, your use of the Membership or your failure to maintain the confidentiality and/or security of your password or access rights to the Membership. You shall provide the Company with such assistance, without charge, as we may request in connection with any such defense, including, without limitation, providing the Company with such information, documents, records, and reasonable access to you, as we deem necessary. You shall not settle any third-party claim or waive any defense without our prior written consent. You recognize and agree that the Company’s owners, officers, employees, shareholders, trustees, affiliates, and successors shall not be held personally responsible or liable for any actions or representations of the Company.

Force Majeure

The Company shall not be liable or responsible to You, nor be deemed to have defaulted or breached these Terms, for any failure or delay in fulfilling or performing any term of these Terms when and to the extent such failure or delay is caused by or results from acts or circumstances beyond the reasonable control of the Company including, without limitation, acts of God, flood, fire, earthquake, explosion, governmental actions, war, invasion, or hostilities (whether war is declared or not), terrorist threats or acts, riot, or other civil unrest, national emergency, revolution, insurrection, pandemic or epidemic, lock-outs, strikes or other labor disputes (whether or not relating to either party's workforce), or restraints or delays affecting carriers or inability or delay in obtaining supplies of adequate or suitable materials, materials or telecommunication breakdown or power outage.


The Company reserves the right at any time to modify these Terms and to impose new or additional terms or conditions on your use of the Membership. Such modifications and additional terms and conditions shall be effective immediately and incorporated into these Terms. Your continued use of the Membership will be deemed your acceptance of such changed terms. The changes may be listed in an area accessible to you on the Site or you may be notified by either e-mail or postal mail. If you have any questions regarding modified terms, please contact us at [email protected]

Headings; Severability

The subject headings of the paragraphs and subparagraphs of this Agreement are included for convenience only and shall not affect the construction or interpretation of any of its provisions. If any portion of these Terms are held to be unenforceable or contrary to law, such portion shall be construed in accordance with applicable law so as to best accomplish the objectives of the original provision to the fullest extent allowed by law, and the remainder of the provisions shall remain in full force and effect.

Entire Agreement; Waiver

These Terms, together with the Privacy Policy and Disclaimers, constitute the entire agreement between you and the Company pertaining to the Membership and supersedes all prior and contemporaneous agreements, representations, and understandings between us. Any waiver by the Company of a breach of or right under these Terms will not constitute a waiver of any other or subsequent breach or right. No waiver shall be binding unless executed in writing by the Company.

Alternative Dispute Resolution

You agree to notify the Company of any concerns or issues regarding the Membership, and to give the Company an opportunity to resolve those concerns or issues. If you and the Company cannot find a resolution to a dispute or potential claim by means of good-faith negotiation, then you explicitly agree to make a reasonable attempt to resolve any such dispute through Mediation before filing a civil cause of action. You agree that your good faith participation in Mediation is a condition precedent to filing any civil cause of action or initiating arbitration.

Governing Law; Jurisdiction

These Terms shall be construed in accordance with, and governed by, the laws of the State of South Dakota, and the courts of South Dakota shall have jurisdiction to hear and determine any dispute arising in relation to these Terms.  You agree that any proceeding relating to the Membership must be filed exclusively in the appropriate courts located in Pennington County,South Dakota and you submit to the jurisdiction of those courts and waive any objection based on an inconvenient forum or other reasons.

All Rights Reserved

​All rights not expressly granted in these Terms are reserved by the Company. 


​If you have any questions about any  of these Terms, please contact us at [email protected].

Last updated: May 1, 2023