Sample accounting services engagement agreement 2021

Posted 6 CommentsPosted in Accounting, Small Business

In our practice, each client service agreement is unique and customized to the specific situation. It helps, however, to have a listing of the best practices based on past experience as the basis for our work agreement. This format posted below was used at the beginning of 2021 but is already outdated as best professional […]

Accounting services engagement agreement – updated for 2020

Posted 1 CommentPosted in Accounting, bookkeeping, Small Business

This page is outdated. A more recent version is available: Sample accounting services engagement agreement 2021 Dear : Thank you for choosing me to help you with business services and accounting. This engagement agreement is meant to clarify the details of our work. Even though it is long, it is written in plain language for […]

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This page is outdated. A more recent version is available: Sample accounting services engagement agreement 2021 Contents: A) Communications B) Work Process C) Fees D) After End of Agreement E) Miscellaneous Provisions Thank you for choosing me to help you with your accounting. My goal is to minimize the time, stress and cost of the accounting […]

Sample tax preparation and filing services engagement agreement

Posted 3 CommentsPosted in Accounting, Tax Planning, Taxes

This page is outdated. A more recent version is available: Sample accounting services engagement agreement 2021 Dear    : Thank you for choosing me to help you with your tax filings. I truly value the trusting relationship implied and will do everything I can to prove that you were wise in making this choice. My […]

Sample tax planning engagement email

Posted Leave a commentPosted in Tax Planning

This page is outdated. A more recent version is available: Sample accounting services engagement agreement 2021 Dear : Thank you for choosing me to discuss tax planning. I will work on your behalf to maintain the confidence that you have placed in me. Four sections of this communication are included below to help us get […]

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 to reach me

I will ask you and make notes of your preferences in communications. If you have changes in preferences, please let me know. My business(856) 265-0306 number is preferred for calls and text becasue it connects with other recordkeeping systems. I use personal cell number(856) 237-9199 as a backup. Both go to the same handset. It […]

My most popular blog posts are trending toward advisory topics

Posted Posted in Accounting, Small Business, Social Media, Writing

Over more than three decades I’ve published over 2,500 pieces of writing on topics related to small businesses. Most of them are compiled here on this web site. Now we call them blog posts. When I started we called them ‘columns’ or ‘articles’ in paper format. Some were republished in electronic format, others were not. […]