Can I put my service on hold?

If your business or personal circumstances have changed suddenly and you need to place your monthly bookkeeping service on temporary hold, reach out to us and we’ll do our best to help.

If you are going to be unavailable to provide information/answer questions for an extended period of time.  Just let us know via email and we can pause requests for information and reminders.

If you need to pause your bookkeeping service due to financial reasons completely, we may, on a case-by-case basis and at our sole discretion, allow you to temporarily pause your bookkeeping service.

• Service can be paused for a maximum of 2 months
• Service may only be paused once every 2 years
• You must request the pause in writing via email at least five business days before your billing date to avoid getting charged.
• Any fees charged before you request the hold are non-refundable; we will complete service through the period that you paid for as long as we receive the information needed in a timely manner.
• We will not perform any work during the hold period (including email support), and you will not incur any charges for bookkeeping during that period.
• If we pay for any software on your behalf, you have the option to pay us for just the software or transfer the billing to you.  If we transfer billing or cancel the software, you will lose any promotional discounts.
• Your service will resume at your current rate unless there is a change to the scope of work (e.g., opening new accounts or increasing transaction volume).
• You must notify us in writing via email whether you wish to resume or discontinue service by the deadline that we provide in your service pause confirmation email.
• If we don’t hear from you to resume service, we will cancel your agreement to prevent billing that you may not be ready for.  If you wish to reinstate service after this, we will generate a new proposal and agreement at our then-current rates, which may be higher than your current service rate.
• When resuming service, a catch-up fee will apply if you had transaction activity in any of your business accounts during the pause period.