Payment Policy

Monthly bookkeeping fees are due at the beginning of each month for services provided during that month.

If payment is not received by the 5th day of the month, bookkeeping services will be paused until the outstanding balance for that month is paid in full. Services will resume once payment has been received.

This policy ensures consistent service, clear expectations, and uninterrupted bookkeeping support. Continued access to financial records and reporting is dependent on timely payment.

Cancellation Policy

I value clear communication and an organized transition if services need to end. Either party may cancel monthly bookkeeping services with 30 days’ written notice.

During the 30-day notice period, bookkeeping services will continue as scheduled to ensure all records are completed, reconciled, and up to date. My goal is to provide a clean, accurate, and organized set of books at the conclusion of service, allowing for a smooth handoff to another provider or internal team if needed.

All outstanding balances must be paid through the final service period. Upon completion, all client records will be returned or made available in an orderly and professional manner.