Refund Policy
Effective Date: August 17, 2026
Last Updated: August 17, 2026
SubKeeper Solutions, LLC (“SubKeepers Solutions,” “we,” “us,” or “our”) provides professional bookkeeping and related business support services. Because our services involve reserved time, scheduling, and work performed specifically for each client, payments are generally non-refundable once the applicable service period has begun or work has commenced.
1. Monthly Recurring Services
Monthly recurring bookkeeping and support services are prepaid.
Payment is due on the 1st of each service month. If the 1st falls on a weekend or federal holiday, payment is due on the immediately preceding business day.
Once the applicable service month has begun, monthly service fees are generally non-refundable, including situations in which the client does not provide information, records, access, or documentation needed for SubKeepers Solutions to complete the scheduled work.
2. Cancellation of Recurring Services
Recurring clients must provide 60 days' written notice of cancellation, unless a different written agreement applies.
Fees due during the 60-day notice period remain payable according to the client's service agreement and normal payment schedule.
Cancellation does not automatically create a right to a refund for amounts previously paid.
3. Work Already Performed or Reserved
Payments are non-refundable for:
• Services already performed
• Time already spent reviewing, organizing, reconciling, researching, or processing client information
• Work that has begun for the applicable service period
• Time specifically reserved for the client
• Delays caused by missing, incomplete, inaccurate, or late information provided by the client
• Third-party software or subscription fees paid directly by the client
4. QuickBooks and Payroll Subscriptions
Clients are responsible for the cost of QuickBooks Online, QuickBooks Payroll, payroll-provider subscriptions, and other third-party software or services required for their account.
SubKeeper Solutions does not control the refund or cancellation policies of third-party providers and cannot issue refunds for amounts paid directly to those providers.
5. Exceptional Circumstances
SubKeeper Solutions may, at its sole discretion and where appropriate, issue a full or partial refund, account credit, or other adjustment when:
• A duplicate payment has been made
• A billing error has occurred
• Payment was collected for services that SubKeeper Solutions determines it will not provide
• Other exceptional circumstances justify an adjustment
Any refund, credit, or adjustment issued in one situation does not create an obligation to provide the same result in another situation.
6. Client-Caused Delays
Failure to provide requested records, access, approvals, payroll information, explanations, or other required information does not entitle the client to a refund.
Such delays may also affect the client's target completion or monthly close date as described in the SubKeeper Solutions Terms & Conditions and applicable client agreement.
7. Termination by SubKeepers Solutions
If SubKeeper Solutions ends a client relationship, any refund or credit for prepaid services that have not been performed will be determined based on the circumstances, work completed, time reserved, outstanding balances, and the applicable client agreement.
Nothing in this policy limits any rights that cannot legally be waived under applicable law.
8. Billing Discrepancies, Refund Requests, and Billing Reviews
Any billing discrepancy, refund request, or request for review of a payment must be submitted in writing to SubKeeper Solutions, LLC.
The written request should clearly identify the invoice, payment, or charge being disputed; explain the nature of the discrepancy; and include supporting documentation when applicable.
Supporting documentation may include invoices, receipts, payment confirmations, bank or credit card records, correspondence, or other information relevant to the request.
SubKeeper Solutions will review the information provided and may request additional documentation or clarification before making a determination.
SubKeeper Solutions, LLC
Email: Leslie@subkeepersolutions.com
Phone: (727) 279-5074
9. Relationship to Client Agreements
This Refund Policy provides general information regarding SubKeepers Solutions' refund and cancellation practices.
A signed engagement agreement, proposal, service agreement, or other written client agreement may contain additional or different terms. If there is a conflict regarding services covered by a signed agreement, the applicable signed agreement will control.