Refund Policy
Last Updated: October 24, 2026
We strive to provide excellent service. This policy explains our approach to refunds and cancellations.
First Month Money-Back Guarantee
Not happy with your first month of monthly bookkeeping? Email us within 30 days of your start date and we'll refund that first month's fee, no questions asked. Catch-up, QuickBooks setup and other one-time fees aren't covered.
Monthly Subscription Plans
Monthly plans require 30 days' notice by email to cancel. You will be billed through the end of the notice period.
Apart from the first-month guarantee above, no refunds are provided for:
- Partial months of service
- Months already billed
- Services already rendered
If you are dissatisfied with our services, please contact us immediately so we can address your concerns.
Annual Subscription Plans
Annual plans are charged up front for 12 months and renew automatically each year until you cancel. We email you a reminder before each renewal.
You can cancel an annual plan for a full refund within 30 days of your first payment. After that it's non-refundable, except that if we end service without cause we refund the unused full months.
We offer annual plans at a discounted rate (15% off monthly pricing) in exchange for this commitment.
Catch-Up and One-Time Services
Catch-up services and one-time setup fees are non-refundable once work has begun.
Before starting catch-up work, we give you a quote. Half is due before work begins and the other half when your books are caught up. If the work turns out bigger than quoted, we tell you the extra fee in writing before we do it.
Exceptions
We may issue refunds at our sole discretion in cases of:
- Service failure on our part (e.g., we fail to deliver agreed-upon services)
- Billing errors or duplicate charges
- Extraordinary circumstances
Refund requests must be submitted in writing within 30 days of the charge in question.
Chargebacks
If you dispute a charge with your bank or credit card company without first contacting us, we reserve the right to terminate services immediately and pursue collection of any amounts owed.
Please contact us first if you believe there is a billing error. We are happy to resolve issues directly.
How to Request a Refund
To request a refund or discuss billing concerns, email contact@cleancutbk.com or write to Clean Cut Bookkeeping LLC, 108 Riverstone Parkway #1080, Canton, GA 30114. Include:
- Your name and account information
- The date and amount of the charge in question
- A brief explanation of why you are requesting a refund
We will respond within 5 business days.