Refund & Cancellation Policy

What you are buying

RNA Bookkeeping sells professional bookkeeping services to businesses in the United States: monthly bookkeeping, cleanup and catch-up work, financial reporting, payroll support, sales tax filing and year-end preparation for your CPA. These are services, not physical goods, so nothing is shipped and there is nothing to return.

Billing

• Monthly service is billed in advance, on the same day each month, at the flat fee stated in your engagement letter.
• Catch-up and cleanup projects are billed as a one-time fixed fee agreed in writing before work starts. Projects over $2,000 are split 50% at the start and 50% on delivery.
• Add-on services are billed monthly alongside your plan.
• All amounts are in US dollars (USD). We charge no setup fee and no cancellation fee.

Card payments appear on your statement as RNA BOOKKEEPING. If you see a charge you do not recognise, call us on +1 (415) 555-0142 before disputing it — we can almost always resolve it the same day.

When services are delivered

Monthly bookkeeping for a given month is delivered as a closed set of financial statements within ten calendar days of that month ending. Catch-up projects are delivered on the date agreed in your written scope, typically two to four weeks from receiving your records. Onboarding begins within five business days of your first payment.

Cancelling

Monthly service is month-to-month. There is no annual contract and no minimum term. Cancel by emailing [email protected] or calling us, with 30 days’ notice. You are billed for the notice period and we close the books for every month in it, so you leave with records that are current, not half-finished. Your files are exported to you at no charge.

Refunds

• Work not yet started. A full refund, no questions asked, if you cancel before we begin work on the period you paid for.
• Work in progress. A pro-rata refund for the portion not yet delivered.
• Our error. If we miss our ten-day close commitment, that month’s fee is credited or refunded in full at your choice.
• Duplicate or incorrect charge. Refunded in full as soon as you tell us, usually the same business day.
• Completed and delivered work is not refundable, because the service has been performed — but see below if you are unhappy with it.

If you are not happy with the work

Tell us within 14 days of delivery. We will re-perform the work at no charge. If it still is not right after that, we refund the fee for the affected period in full. We would rather fix it or refund it than argue about it.

How refunds are paid

Refunds go back to the original payment method, which for card payments means the same card through Square. We process approved refunds within three business days; your bank then typically takes five to ten business days to post it. We will email you a confirmation when we send it.

Requesting a refund

Email [email protected] or call +1 (415) 555-0142 during Mon–Fri, 8:00am – 6:00pm PT. Include the invoice number or the payment reference from your receipt. We acknowledge every request within one business day.