Sample small matters, financial planning and tax services engagement agreement

Posted 2 CommentsPosted in Accounting, Financial Planning, Taxes

This is a sample high-value agreement for ‘piecemeal’ or small matter individual and small business financial, accounting and tax services performed outside of an agreement for comprehensive or ongoing services. The agreement incorporates cost-saving technologies and procedures to save time and money while maintaining a high level of professional service (revised April 4, 2019).  Contents: […]

Sample accounting services engagement agreement

Posted Leave a commentPosted in Uncategorized

This is a sample high-value agreement for small business accounting services that incorporates cost-saving technologies and procedures to save time and money while maintaining a high level of professional service (revised July 22, 2018).  Contents: A) Communications B) Work Process C) Fees D) After End of Agreement E) Miscellaneous Provisions Thank you for choosing me […]

Sample tax preparation and filing services engagement agreement

Posted 3 CommentsPosted in Accounting, Tax Planning, Taxes

This is a sample high-value agreement for individual tax preparation services that incorporates cost-saving technologies and procedures to save time and money while maintaining a high level of professional service (revised 2/7/2019 for 2018 tax returns). Dear    : Thank you for choosing me to help you with your tax filings. I truly value the […]

Tax planning engagement letter for individual clients (revised)

Posted 1 CommentPosted in Accounting, Financial Planning, Small Business, Tax Planning

Update in September 2015: I am no longer using this letter. The new version is shorter, more segmented, and is in a format intended to be delivered by email and not on paper or PDF. The collaboration section is now simplified and changed. I am working on updating and expanding my tax planning engagement letter for […]

How comfortable are you with your small business’ online security?

Posted 1 CommentPosted in Security, Small Business

  We already know that a large portion of cyber attacks reportedly target small businesses. SCORE put out a useful summary report earlier this year and this article by People Driven Solutions gives a good overview. CURRENT STANDARDS What should we do about it? Most of my clients follow these basics standards: Keep software up […]

Amazon’s decline can hurt the CFO’s reputation

Posted Leave a commentPosted in Accounting, CFO, Small Business

An article in today’s Wall Street Journal talks about failure of Amazon to maintain quality control over its retail network. I wish it had been published two months ago. I was ‘late to the party’ in adapting Amazon as a preferred provider of supplies for my small business clients but finally made that commitment this […]

Legal advice by an accountant

Posted Leave a commentPosted in Financial Planning, lawyer, Legal

Avoiding the unauthorized practice of law Effective immediately, I am adding this clause to all engagement agreements Legal advice Advice regarding business strategies may involve an application of general principles of business law but my services do not extend to the actual practice of law. I am not a lawyer. I am not offering legal […]

BASICS: Six things to make it easier to work with me

To help our business relationship get off to a good start and quickly move forward to focus on your financial progress, please consider these six little points: 1) WRITTEN ENGAGEMENT AGREEMENT – I always work under a written agreement, usually via email, even if there is no charge for the service. See a typical sample […]