Refund Policy

Last Updated: December 2025

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At Clean Books Inc., we value transparency and want you to feel confident in every service you book with us. This Refund & Cancellation Policy explains how cancellations, rescheduling, and refunds work for all bookkeeping and advisory services.

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1. Monthly Bookkeeping Services

Because bookkeeping is a labor-based service performed each month, all payments are non-refundable once work for the month has begun.

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Cancellation Requirements

• A 30-day written notice is required to cancel monthly bookkeeping services.

• Services will continue through the end of the notice period.

• Any outstanding work must be paid in full before offboarding is completed.

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Paused Services

If a payment fails or required documents are not provided, services may be paused until the issue is resolved. No refunds are given during paused service periods.

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2. Clean-Up & Catch-Up Projects

These projects require a significant upfront time commitment and preparation.

• A non-refundable deposit is required before work begins.

• Once work has started, no refunds are issued for any portion of the project.

• If the client stops responding or fails to provide documents, the project may be placed on hold until items are received—no refunds will be given.

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3. Growth Advisory, Strategy Calls & One-Time Sessions

For all advisory calls, strategy meetings, or one-time growth sessions:

• Sessions must be paid at the time of booking.

• Cancellations made 48 hours or more before the session may be rescheduled one time at no cost.

• Cancellations made within 48 hours or no-shows are non-refundable.

• If Clean Books Inc. must cancel or reschedule, you may choose a new time or receive a full refund.

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4. Digital Products, Templates & Dashboards

Any digital files, templates, dashboards, or downloads provided by Clean Books Inc. are:

• Non-refundable once delivered, due to the nature of digital content.

• If you have trouble accessing your files, we will resend or help troubleshoot at no cost.

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5. Billing Errors

If you believe a billing mistake occurred, please email us within 7 days of the charge.
We will review the issue and correct any confirmed errors promptly.

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6. How to Request a Cancellation

To cancel a service, email:

📧 support@cleanbooksca.com

Include your name, business name, and which services you wish to cancel.
The 30-day cancellation period for recurring services begins when written notice is received.

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7. Contact Us

If you have any questions about this Refund & Cancellation Policy, contact us:

Clean Books Inc.
Email: support@cleanbooksca.com
Phone: 760-213-5504
Website: www.cleanbooksca.com