Cancellation Policy

Clients may cancel monthly bookkeeping services at any time by providing written notice at least 30 days in advance. Notice must be submitted via email to info@aplusfinancials.net.

Services will continue through the end of the current billing cycle following the 30-day notice period. No refunds will be issued for the current billing period once services have commenced.

Any outstanding invoices must be settled in full prior to the cancellation taking effect.

Project-based engagements such as QuickBooks setup and cleanup may be cancelled before work begins for a full refund of any deposit paid.

If work has already commenced, cancellation will result in a pro-rated charge for the work completed to date. The remaining deposit balance, if any, will be refunded within 10 business days.

Tax preparation engagements cancelled after document collection has begun will be billed for the time and work completed up to the point of cancellation.

Cancellations received before any work has started will receive a full refund of any retainer or deposit paid.

Fractional CFO advisory engagements require 30 days written notice to cancel. Fees for the current month are non-refundable once advisory sessions have begun.

Any deliverables or reports in progress at the time of cancellation will be completed and delivered, and billed accordingly.

All cancellation requests must be submitted in writing via email to info@aplusfinancials.net. Please include your full name, business name, and the service(s) you wish to cancel.

You will receive a written confirmation of your cancellation request within 2 business days. The cancellation is not considered effective until you receive this confirmation.

If you have any questions about this policy, please contact us at info@aplusfinancials.net or call 754-268-4466. We are happy to discuss your situation and find a solution that works for you.