Refund and Satisfaction Policy

Effective October 18, 2026

We want you to be confident in what you buy. This is how refunds and corrections work.

Before work begins

If you change your mind before we start, you receive a full refund. Work begins when payment is received and we have the access we need to your QuickBooks company.

After work begins

• If we cannot complete the work described because of a limitation on our side, we refund the portion that was not performed.
• If something we delivered does not agree to your source documents, tell us within 30 days of delivery and we will correct it at no charge.
• If you stop an engagement partway through, you pay for the work performed to that point and we refund any unused balance.

The $99 starter

The starter covers one bank or credit card account for one month. If the account has more activity or complexity than described, we tell you before going further and you can choose to stop with a refund of the unperformed portion, or proceed at a revised price.

What is not refundable

Work that has been performed and delivered as described, and fees for additional work you approved in writing.

How to ask

Use our contact page or reply to any message we have sent you, and we will respond promptly. Approved refunds are returned to the original payment method.