Skip to main content
Your Privacy Choices

We use cookies to improve your experience. Choose which cookies you allow below. Privacy Policy

Essential Always active
Required for login, security, and core site functionality. Cannot be disabled.
Analytics
Analytics cookies (e.g., Google Analytics) help us understand which pages are most useful. None are currently active; your preference is saved.
Marketing
Advertising cookies (e.g., LinkedIn Insight Tag). None are currently active; your preference is saved.
Advisory Monks Consulting
Home For CPA Firms For Businesses Pricing
Company ▾
For CPA Firms For Businesses Our Story Our Team Resources & Blog FAQ
Contact
Book a Fit Call →
Home For CPA Firms For Businesses ↳ Tax Preparation ↳ Bookkeeping ↳ Payroll ↳ Virtual CFO ↳ Entity Formation Pricing Our Story Contact
Get Started — New Clients Book a Call Book a 20-Minute Fit Call →

Refund & Cancellation Policy

Last updated: February 25, 2026 · Applicable to www.advisorymonks.io

Advisory Monks Consulting is committed to transparent, fair billing. We believe in earning your business every month — which is why we offer a clear, no-penalty cancellation process and pro-rated refunds.

1. Monthly Plans — Cancellation

You may cancel a monthly plan at any time by notifying us in writing at [email protected]. Cancellation takes effect at the end of the current billing period. No cancellation fees apply.

2. Monthly Plans — Refund

If you cancel mid-month, we calculate a pro-rated refund for unused days. Refunds are processed within 7-10 business days to your original payment method.

3. Annual Plans — Cancellation

Annual plans may be cancelled at any time. Upon cancellation of an annual plan, we will refund the unused complete months remaining in your plan. For example, if you cancel after 3 months of a 12-month plan, you receive a refund for 9 months.

4. Annual Plans — Refund

Annual plan refunds are calculated based on unused full months only (partial months are not refunded). Refunds are processed within 10-14 business days.

5. One-Time Service Fees

One-time fees for entity formation, catch-up bookkeeping, or similar services are non-refundable once work has commenced. We will provide a clear scope and quote before commencing work.

6. Fit Calls & Consultations

Fit calls and consultations carry no obligation whatsoever. If you book a call and decide not to proceed, there is no charge or cancellation process required.

7. Dispute Resolution

If you believe you have been incorrectly billed or are dissatisfied with a refund calculation, please contact [email protected] within 30 days. We will review and respond within 5 business days.

8. How to Request a Refund

Email [email protected] with your name, company, plan, and reason for cancellation. We will confirm receipt within 24 hours and process your refund promptly.

Our Promise

We will always refund unused time on monthly and annual plans upon cancellation — no questions asked, no penalties. (One-time service fees follow the separate policy above once work has commenced.) We'd rather earn your loyalty than lock you in.

← Back to Home
Advisory Monks Consulting

White-label accounting production for US CPA firms — plus bookkeeping, reporting, and US tax for growing American businesses. Delivered with transparency and precision.

US UK CA AU SG EU

Services

Tax Preparation Monthly Bookkeeping Payroll Management Virtual CFO Entity Formation Tax Planning Soon

Company

For CPA Firms For Businesses Our Story Our Team Pricing Resources & Blog FAQ Contact Us

Get Started

Start Here Book a Call

Legal

Privacy Policy Terms & Conditions Refund & Cancellation Sitemap

Stay Informed

US tax updates, deadlines, and practical financial tips — monthly, no spam.

Book a Fit Call

A 20-minute fit call with a senior accountant. No commitment.

Book a fit call →

© 2024–2026 Advisory Monks Consulting (OPC) Pvt. Ltd. All Rights Reserved.

Privacy Policy Terms & Conditions Refund & Cancellation Accessibility Sitemap
in ↗
Important disclosure: Advisory Monks Consulting is an independent accounting and tax-preparation support provider. We are not a licensed CPA firm or a law firm, and our team does not include US-licensed CPAs, Enrolled Agents, or attorneys. Our delivery team is based in India and serves US clients. US tax returns are prepared for review and signature by your designated licensed preparer where required; any IRS representation, audit defense, or legal documents are handled by your licensed CPA, EA, or attorney. Where US taxpayer information is processed outside the United States, we obtain your written consent as required by IRC §7216. Nothing on this website is legal, tax, or accounting advice for your specific situation — please consult a qualified professional before acting.
Book a 20-Minute Fit Call
No commitment · Advisory Monks Consulting
Ready to get started?

Click the button below to schedule your 20-minute fit call with a senior accountant from Advisory Monks Consulting.

Open Scheduling Calendar →

You'll be redirected to Calendly to pick a time that works for you.

Download Free Guide

Enter your details below and we'll send the guide directly to your inbox — plus occasional tax tips from our specialist team. Unsubscribe anytime.

We respect your privacy. No spam, ever. Privacy Policy

Check your inbox!

Thanks — we'll send the guide to your inbox shortly. While you're here — want to talk through how this applies to your business?

Book a 20-Minute Fit Call →
Book a 20-Minute Fit Call →