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Cancellation Policy

Booking Policies 1. Bookkeeping: Requires a 3-month minimum commitment. Cancellations must be made 30 days in advance to avoid a final month charge. 2. Financial Consulting: Must be booked at least 48 hours in advance. A 50% deposit is required upon booking, refundable with 24-hour notice of cancellation. 3. Tax Preparation: Schedule at least 30 days prior to the filing deadline. A $50 rescheduling fee applies for changes made within 7 days of the appointment. 4. Accounts Receivable (A/R) & Accounts Payable (A/P) Management: Requires a 1-month contract. Any termination requires a 14-day notice period. 5. Payroll Management: Requires confirmation of employee details 7 days prior to service start date. Payroll adjustments requested less than 48 hours before processing may incur a $25 adjustment fee. 6. Consultation: Full payment required at booking. Cancellations within 48 hours are non-refundable but can be rescheduled once. 7. QuickBooks Setup: Requires a $100 non-refundable deposit upon booking. Any cancellations must be made 72 hours in advance to avoid additional fees. 8. QuickBooks Cleanup: Complex projects will require an initial evaluation. Payment is split into two installments (50% upfront, 50% upon completion).

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