CLEAR BEFORE YOU PAY

Billing & annual plans

One Less Thing Bookkeeping is operated by Jordan Ventures LLC. You choose a plan and pay upfront, then we confirm your plan, service dates and cleanup scope during onboarding. We arrange a welcome call and help you connect QuickBooks. We do not begin bookkeeping or cleanup, or make any additional charge, until you approve the scope.

Choose how you pay

Annual plans are paid in full before the agreed service period begins. The monthly equivalent is for comparison; it is not an installment option. Monthly plans are paid one month in advance. All prices are in US dollars.

Your included initial cleanup

Annual plans include initial setup and up to six months of routine cleanup at no extra charge, subject to the total transaction limit below. Both the time limit and transaction limit apply.

The historical period is the six most recent completed months before your ongoing service period. Transactions are counted in total across the covered accounts; the allowance is not per account. For example, Starter covers up to 300 transactions across those accounts within that six-month period. Unused transactions do not extend the offer to older months.

Included work covers routine transaction categorization, ordinary duplicate corrections, and bank and credit-card reconciliation for one cash-basis business in QuickBooks Online. You provide the necessary statements and records. Older bookkeeping, reconstructing missing history and work outside the normal service scope require a separate quote. Cleanup within the published limits and included work remains free.

This is a one-time onboarding benefit for annual plans. Monthly plans have separately quoted setup and cleanup. If extra historical work is needed, we may offer a one-time cleanup fee; a historical backlog does not by itself change your ongoing plan. Any additional work or charge requires your approval.

Confirming the fit after payment

During onboarding, we confirm your transaction volume, business complexity and cleanup needs. If you need a different plan or additional work, we explain the revised scope and price in writing. You can approve the adjustment or decline it and receive a full refund of your initial payment before work begins. If we cannot serve your business, we refund your initial payment in full.

We do not automatically charge a difference or begin the bookkeeping or cleanup while an adjustment is awaiting your decision. If you decline the revised scope, we also cancel the subscription so it does not renew. This onboarding refund is separate from cancellation after the agreed work has started.

What your plan covers

Starter covers up to 50 monthly transactions, Standard 51–100, and Plus 101–200. Plans cover straightforward, cash-basis bookkeeping in your own QuickBooks Online account. The QuickBooks subscription is separate. Tax preparation, payroll, bill pay, assurance, inventory and multi-entity work are excluded.

Your written onboarding confirmation identifies the 12 months of ongoing work for an annual plan, separately from the historical cleanup period. If your activity or complexity changes, we discuss a revised scope and price before making any additional charge.

Renewal and cancellation

Annual plans renew for another year unless you turn off renewal before the next charge. We send a reminder at least 30 days before annual renewal, showing the renewal date and price. Monthly plans renew each month unless canceled before the next charge.

To stop renewal, reply to your service email or submit an inquiry asking to cancel renewal. We confirm your request. Turning off renewal keeps your service running through the end of your paid period; it does not itself request an immediate end to service or a refund.

Refunds

The onboarding fit refund above applies if you decline a required scope or price adjustment, or if we cannot serve your business, before work begins. That refund is for your full initial payment.

Once you approve the scope and the agreed work begins, annual payments are generally nonrefundable if you choose to stop using the service during the paid year. Monthly payments are generally nonrefundable for a month that has begun, subject to the onboarding fit refund. This does not limit rights or refunds required by applicable law.

If we cannot deliver the agreed service, contact us so we can resolve the issue. If we end service because we cannot fulfill the agreement, we refund prepaid fees for the remaining undelivered service. Any adjustment for work already performed is explained in writing. These situations are separate from a voluntary early exit.

Effective September 29, 2026. Your written onboarding confirmation records your approved scope and service dates.