Refund Policy

Last updated: June 12, 2026 · Effective: June 12, 2026

1. Scope

This policy applies to fees paid to Quillbook Office LLC for bookkeeping, payroll administration, reporting, advisory and project work. Where an engagement letter contains different terms, the engagement letter prevails.

2. Monthly service fees

Monthly fees are billed in advance for work performed during that month.

• If you cancel before any work has begun in a billing month, that month's fee is refunded in full.
• If you cancel part-way through a month, the fee for that month is not refunded, because the close work is performed across the whole period. Your notice period runs concurrently.
• If we fail to deliver an agreed monthly close by the agreed date for reasons within our control, we issue a service credit of 25% of that month's fee, rising to 50% if the delay exceeds five business days.

3. Project and catch-up work

Fixed-scope projects are invoiced 50% on acceptance and 50% on delivery.

• The deposit is refundable in full if you cancel before work commences.
• Once work has commenced, the deposit is refundable pro rata against work not yet performed.
• The final instalment is payable on delivery of the agreed deliverables.

4. Advisory and hourly work

Hourly advisory work is billed in arrears in 15-minute increments against a written estimate. If actual time will exceed the estimate by more than 15%, we seek your approval before continuing. Time already worked is not refundable, but any disputed entry is reviewed and, where our records do not support it, removed.

5. Requesting a refund or credit

Email Elizabeth@qbo.mtechmpl.com with the invoice number and a short description of the issue within 30 days of the invoice date. We acknowledge within 2 business days and reach a decision within 10 business days. Approved refunds are returned by the original payment method within 10 business days; service credits are applied to the next invoice.

6. Chargebacks

Please contact us before initiating a chargeback. Almost every billing dispute is resolved faster directly. We reserve the right to suspend services while a chargeback is pending.

7. What is not refundable

• Fees for work completed and delivered in accordance with the agreed scope.
• Third-party costs we paid on your behalf with your authorisation, such as software subscriptions or filing fees.
• Delays caused by records, approvals or access not being provided by you.

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Contact us about this policy

Quillbook Office LLC
Attn: Elizabeth Miller, Owner
590 Washington Street, Albany, New York 12234, USA
Email: Elizabeth@qbo.mtechmpl.com
Telephone: +1 213-903-8502

We answer written enquiries about this policy within 10 business days.