1. Overview
This Refund Policy explains when and how you may request a refund for ELM Bookkeeping Pro services. It applies to all subscription plans and one-time engagements purchased directly from us.
2. Monthly subscriptions
Monthly subscriptions (Starter, Growth) are billed in advance for the upcoming month of service. You may cancel anytime from your Client Portal → Billing, and cancellation takes effect at the end of your current billing period. Because bookkeeping work is performed throughout the month you're paying for, we do not prorate partial-month refunds.
3. 7-day satisfaction guarantee
If you are a new client and are not satisfied with your first month of service, request a refund by emailing support@elmbookkeepingpro.com within 7 days of your first payment. We will issue a full refund of that first month, no questions asked. This guarantee applies once per client and to the first month only.
4. Annual plans
If we introduce annual plans in the future, unused portions of the annual term may be refunded on a pro-rata basis when cancelled within the first 30 days. After 30 days, annual plans are non-refundable but you retain access to all services through the end of the paid term.
5. Custom & Scale engagements
Custom-scoped engagements (including our Scale tier and catch-up / clean-up projects) are governed by the individual statement of work you signed with us. Refunds for these engagements follow the terms in that SOW; where the SOW is silent, the refund terms in this policy apply as a default.
6. How to request a refund
Email support@elmbookkeepingpro.com from the email address on your ELM account with the subject line "Refund Request". Include your business name and the transaction date or invoice number. We respond to refund requests within one business day and process approved refunds within 5–10 business days to the original payment method.
7. What is not refundable
The following are not eligible for a refund: (a) months of service already fully delivered; (b) third-party subscription fees passed through to you (e.g., QuickBooks Online, Xero, Gusto, ADP); (c) chargebacks or disputes filed without first contacting us; (d) subscriptions cancelled after the 7-day guarantee window has closed.
8. Changes to this policy
We may update this Refund Policy from time to time. We'll post the updated version here and update the "Last updated" date below. Material changes will be communicated in-app or by email.
9. Contact us
Questions about a refund? Email support@elmbookkeepingpro.com — we respond within one business day.