Accounting Pro Toolkit
A complete toolkit for established accounting firms, including an annual services agreement and an in-depth bookkeeping and internal-controls assessment
Get started with PocperA complete toolkit for established accounting firms, including an annual services agreement and an in-depth bookkeeping and internal-controls assessment
Get started with PocperThis agreement sets out the terms under which the accounting firm ("Firm") will provide ongoing accounting and tax services to the client ("Client") for the term stated below. It becomes effective only when BOTH parties have signed. The Firm drafts and signs first, then shares this document with the Client for review and countersignature — either in-app, or by printing, signing, and uploading a scanned copy.
Firm (name / registration):
Client (full legal name of individual or entity):
Client billing email:
Client EIN / taxpayer ID (last 4 only):
Engagement start date:
Initial term:
During the term, the Firm will provide the following services:
Service | Frequency / deadline | Notes |
|---|---|---|
Any service not listed in the table above is out of scope and, if requested, will be quoted separately and billed at the additional-services rate in Section 3.
Item | Amount | Billing cycle |
|---|---|---|
Monthly accounting / bookkeeping fee | ||
Annual tax return preparation | ||
Additional services (per hour) | ||
Late payment interest |
Invoices are issued at the start of each billing cycle and are due within 14 days of receipt. Government filing fees, penalties, and third-party software subscriptions are billed to the Client at cost and are not included in the fees above.
I have read and agree to the fee and billing terms in this section.
The Client will provide complete and accurate records — bank statements, receipts, payroll data, and supporting documents — within a reasonable time of each request, and no later than 15 days before any filing deadline. The Firm relies on the information the Client provides and does not audit or independently verify it. Filing deadlines missed because records arrived late, and any resulting penalties or interest, are the Client's responsibility.
I understand my responsibility to provide timely, complete, and accurate records.
The Firm will keep the Client's financial and personal information confidential and will disclose it only as required to perform the services in Section 2, as required by law or professional standards, or with the Client's written consent. Records are exchanged through a secure portal; the Firm retains working papers for the period required by applicable regulations, after which they may be securely destroyed.
I have read and agree to the confidentiality and data handling terms in this section.
Unless expressly listed in Section 2, this engagement does not include an audit, review, or other assurance service, and it cannot be relied upon to detect fraud, theft, or other irregularities. Tax positions are prepared based on law and guidance in effect at the time of filing; the Firm is not responsible for the outcome of authority examinations, although it can represent the Client in such matters as an additional service under Section 3.
I understand what this engagement does and does not include.
After the initial term, this agreement renews automatically for successive periods of the same length unless either party gives written notice of non-renewal at least 30 days before the current period ends. Either party may terminate for material breach that remains uncured 14 days after written notice. On termination, the Client pays for all work performed through the effective termination date, and the Firm returns the Client's records and provides copies of filed returns and completed work that has been paid for.
I have read and agree to the termination and renewal terms in this section.
I have read and understood each section of this agreement.
I have had the opportunity to ask questions and seek independent advice.
I consent to electronic signatures having the same legal effect as handwritten signatures.
I am authorized to enter into this agreement on behalf of the party named above.
Firm — printed name:
Date:
Client — printed name:
Date:
Optional — upload a countersigned scan of this agreement:
This template is provided for reference only and does not constitute legal or tax advice. Consult qualified counsel before relying on this document.
The Annual Accounting Services Agreement template is a ready-to-use form from Pocper's Accounting Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.