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Accounting Retainer Agreement
"I need an Accounting Retainer Agreement for my tech startup that covers monthly bookkeeping, quarterly financial reporting, and annual tax preparation services, with a focus on protecting our intellectual property and maintaining strict confidentiality of our financial data."
1. Parties: Identification of the accounting firm and client, including full legal names and addresses
2. Background: Brief context of the engagement and relationship between parties
3. Definitions: Key terms used throughout the agreement including accounting-specific terminology
4. Scope of Services: Detailed description of accounting services to be provided under the retainer
5. Term and Termination: Duration of agreement and conditions for termination by either party
6. Fees and Payment Terms: Retainer amount, billing rates, payment schedule, and invoicing procedures
7. Confidentiality: Obligations regarding protection of client information and compliance with professional standards
8. Professional Standards: Commitment to follow relevant accounting standards, GAAP, and regulatory requirements
1. Additional Services: Terms and conditions for services outside the standard retainer scope
2. Intellectual Property: Rights to work products, custom reports, and materials developed during the engagement
3. Force Majeure: Provisions for unforeseen circumstances affecting service delivery
4. Insurance: Professional liability insurance requirements and coverage details
1. Schedule A - Detailed Service Description: Comprehensive list of specific accounting services included in the retainer
2. Schedule B - Fee Schedule: Detailed breakdown of fees, hourly rates, and payment terms
3. Schedule C - Key Personnel: List of key team members and their roles in providing services
4. Appendix A - Required Documentation: List of documents and information client must provide for service delivery
5. Appendix B - Service Level Agreement: Response times, service standards, and performance metrics
Authors
Retainer Fee
Additional Services
Term
Effective Date
Professional Standards
Confidential Information
Work Product
Business Day
Agreement
Engagement Letter
Client Materials
Deliverables
Service Provider
Professional Staff
Billing Period
Fiscal Year
Out-of-Pocket Expenses
Records
Applicable Laws
GAAP
AICPA Standards
Engagement Partner
Working Papers
Client Representative
Force Majeure Event
Professional Standards
Fees and Payment
Confidentiality
Data Protection
Professional Liability
Indemnification
Term and Termination
Record Retention
Client Responsibilities
Independent Contractor
Non-Solicitation
Force Majeure
Governing Law
Dispute Resolution
Assignment
Severability
Entire Agreement
Amendment
Notice Requirements
Insurance
Intellectual Property
Conflict of Interest
Service Level Standards
Additional Services
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