Policies & Compliance

Monthly service plans are billed in advance on the first business day of each service month. Catch-up, setup, and one-time projects are quoted separately and billed per the engagement letter prior to commencement of work.

Payment Methods

We accept ACH, credit card (via Stripe), and QuickBooks Payments. A valid payment method must be authorized and on file before any service work begins.

Late Payment Policy

Invoices are due on the date of issue. A flat $50 late fee is automatically applied to any invoice that becomes overdue. Clients receive a courtesy grace period of approximately 5–7 business days before further collection activity, service interruption, or restricted account access is initiated.

Continued non-payment may result in service suspension, delayed deliverables, restricted client portal access, or termination of the service agreement at the firm's discretion. Reinstatement of service following suspension may require payment of all outstanding balances, late fees, and a reactivation fee.

"No Payment = No Work" Policy

To protect the integrity of monthly close cycles and the accuracy of client records, the firm operates under a strict "No Payment = No Work" policy. Bookkeeping, accounting, reporting, and administrative deliverables are not performed during periods in which a client account is past due.

Binding Service Agreement

Once an engagement letter or service agreement is signed and approved by both parties, the agreement becomes binding and active. Authorized monthly billing continues until cancelled in writing in accordance with the cancellation terms outlined in the agreement.