Accountant Client Agreement

The first statement begins with the documentation of the date on which the two parties conclude this agreement. To do this, you must register this calendar month and calendar day in the first empty line and the year in the empty second line. The accountant must be named in this statement. Therefore, look for the space called “accountant” and establish the legal name of the mandated accountant. You must consolidate the identity of this entity by creating its postal address in the next three empty lines. The client who intends to hire the above accountant through this paperwork must have indicated his full name on the blank line, under the name “customer.” His postal address must also be listed here. Use the last three empty lines to view the address, city and status of the customer`s postal address. 6. Denunciation of this agreement. This agreement can be terminated by both parties with a period of fifteen (15) days for the other party. All of these communications must be sent by authenticated mail or in person. The accounting contract is concluded between a client and an accountant to provide accounting services for one (1) period or one month.

The accountant most likely has access to bank data, receipts, revenue details and other financial information. It is therefore imperative that the selected accountant be someone you can trust. In addition, your contract contains things that you will find in most legal documents or contract documents; Protection of confidential information, contract law, limitation of liability and termination of this contract. Services. The most important part of the contract with is the definition of the services you will provide. Is it a single audit or perhaps tax returns, annual accounts, borrower verification or receivables? You want to be specific and clearly state in the contract so that communication and understanding between you and the customer do not appear in a grey cloud. Their accounting services should also be clarified to indicate how and when they are provided; Every month, once or every year. Retainer – advance to the accountant to begin their services.

Usually for major accounting tasks or before reporting and reporting. 10. Independent contractors. Both the accountant and the client agree that the relationship established by this agreement is that of the independent contractor and not that of the employee and the employer. The accountant is responsible for the payment of all taxes, including, but not limited, to all federal, regional and professional taxes, sales and usage taxes, other business taxes and royalties arising from the accountant`s activity. 11. Signatures. Both the client and the accountant read and accepted this agreement. Now that the two agencies involved have been identified, we need to provide an accurate description of the work to come. A checklist has been provided in the first article (“I. Services”) that allows you to define the services the accountant must provide to execute this contract.