Updating your payment method on file

If your card expires, you change banks or simply wish to use a different payment method for your bookkeeping service, please make sure that you update our records with us prior to your next payment date.

Recurring Payments via Anchor Billing Platform (Clients that joined on or after January 2023)

Access your agreement via the link in your original email, there you can update your payment method directly.  Click here to learn more (opens in a new window)

Clients that joined on or before December 2022

If you need to change your payment information, please email us at least 5 business days before your next scheduled payment.  We will cancel the current recurring subscription and send you an email to setup your payment information via Anchor, our new billing platform.  Please promptly complete the steps in Anchor to prevent service interruption.