Accounting services engagement agreement – updated 11/2019

Posted Leave a commentPosted in Accounting, bookkeeping, Small Business

Thank you for choosing me to help you with your accounting. This client accounting services agreement is meant to encompass one or more of the four areas of small business financial management: TRANSACTIONAL SERVICES including bookkeeping, payroll, and bill payment COMPLIANCE SERVICES including tax preparation, audits, reviews, and financial reporting OUTSOURCED CFO SERVICES including financing, […]

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

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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 […]

Sample small business client service agreement

This is a sample services section of a small business service engagement agreement incorporating the services and structure requested most often. It is not the entire service agreement but rather just a sample listing of services to be performed. The sample case used in this example is a small nonprofit organization. Provide financial accounting and […]

A workers’ compensation insurance primer for small businesses

Posted Leave a commentPosted in Insurance, Payroll, Small Business

In the past many small businesses avoided carrying workers’ compensation insurance. In the future, more small firms will carry this insurance. This blog post is meant for small employers who are facing this issue for the first time. This is a big risk facing the smallest unsuspecting employers. What is changing? State laws have always […]

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Services for Nonprofits  |  Services for Business  |  Services for Individuals  Our goal is to work together to improve your overall financial results. This often includes improving management controls over financial and physical operations and automate to internal processes. These services are custom designed to meet each individual circumstance and situation; every business and individual […]