Bookkeeping Engagement Letter

{yourName12} {partnerspouse} {companyName}

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Hi {yourName12} {partnerspouse}

We are pleased to welcome you as a new client of our accounting firm. We appreciate the opportunity to provide you with our professional services and we look forward to a successful and long-lasting relationship.

As part of our engagement, we would like to present you with this engagement letter that outlines the scope, objectives, responsibilities, fees, and terms of our services. This letter serves as a contract between us and it is important that you read it carefully and sign it before we start working on your accounting needs.

The engagement letter specifies the following:

- The services we will provide, such as bookkeeping, tax preparation, financial reporting, auditing, etc.

- The objectives and expected outcomes of our services, such as compliance, accuracy, reliability, etc.

- The responsibilities of both parties, such as providing accurate and timely information, maintaining adequate records, communicating effectively, etc.

- The fees and payment terms for our services, such as hourly rates, fixed fees, retainer fees, etc.

- The terms and conditions of our services, such as confidentiality, liability, dispute resolution, termination, etc.

By signing the engagement letter, you agree to abide by the terms and conditions of our services and you authorize us to perform the services as described in the letter. You also acknowledge that you have the right to seek independent legal advice before signing the letter.

Please review the engagement letter carefully and let us know if you have any questions or concerns. If you agree with the contents of the letter, please sign it and return it to us as soon as possible. We will then proceed with the engagement and deliver our services to your satisfaction.

Thank you for choosing us as your accounting partner. We look forward to working with you and helping you achieve your financial goals.

Sincerely,

Daniel & Dede Miller
So that we can register you with the ATO as a client of Barramandi Bookkeeping, we ask that you please complete the following information.

Your Details
Your Date of Birth*

MonthDayYear
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Occupation*
ABN Soletrader
Director ID
Business Name/s
Bank Details for refund*
Bank:
BSB:
Acc Num:
Physical Address*

Street Address

Street Address Line 2

CityState

Postcode
Use this as Postal Address
Postal Address

Street Address

Street Address Line 2

CityState

Postcode

Partner Information
Partner/Spouse Name

First NameMiddle NameLast Name
Partner/Spouse Date of Birth

MonthDayYear
Date
Partner/Spouse Email
example@example.com
Partner/Spouse Phone Number
Please enter a valid phone number.
Occupation
ABN Soletrader
Partner/Spouse Director ID
Business Name/s
Partner/Spouse Bank Details for refund
Bank:
BSB:
Acc Num:
Spouse/ Partner Address different
Physical Address

Street Address

Street Address Line 2

CityState

Postcode
Use this as Postal Address
Postal Address

Street Address

Street Address Line 2

CityState

Postcode

Business Information
Business Name/s
Your Sole Trader ABN
Australian Business Number
Spouse/ Partner Sole Trader ABN
Australian Business Number
ABN/s for Partnership, Trust, Company Pty Ltd & Type
Australian Business Number
ACN
Australian Company Number
Business Website
Number of employees including you
Business Address

Street Address

Street Address Line 2

CityState

Post Code
Use this as Postal Address
Postal Address

Street Address

Street Address Line 2

CityState

Post Code
Please briefly explain what your Business does
Starting date of your company

MonthDayYear
Date
Your job title
Are you GST Registered?

YesNo
GST Accounting Method

On a cash basisAccural
Your Previous accountant Details
Accounting software you use
QuickBooks Online Xero Myob Rekon or Tax Tank
Business Bank Details for refund
Bank:
BSB:
Acc Num:

Sign & Submit
BAS Agent Authority
To be completed once only, on the first occasion that a BAS Agent provides a BAS Service to a client.
Section A: Purpose of this document
Amanda French T/A Barramandi Bookkeeping, is a Registered BAS Agent, holding BAS Agent Registration Number 89468001.

By completing this declaration, you are authorising Amanda French to:

1. Provide BAS Services as defined by the Tax Agent Services Act 2009 to the Individual or Entity
named in Section A;
Section B: Client Details
This section refers to the client to whom Amanda French will be providing BAS Services.
Name of Individual or Entity *

First NameMiddle NameLast Name
ABN of Individual or Entity *
Section C: Preferred Address for ATO Communications
When adding ourselves as your BAS Agent, we are asked to instruct the ATO as to whether ATO communications are sent to ourselves (as your BAS Agent) or to you. Please be aware that some ATO communications may be sent or retrieved digitally and others will be sent by post. Please tick one of the following to indicate your preferred address for ATO communications:
Amanda French T/A Barramandi BookkeepingThe postal address that the ATO has on record for the Client specified in Section B.
Section D: Client Declaration
Your Signature*

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General Terms and Conditions ENGAGEMENT LETTER
Bookkeeping plan
Your Name*

First NameMiddle NameLast Name
Your Signature*

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Partner/Spouse Name

First NameMiddle NameLast Name
Partner/Spouse Signature

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Hi {yourName12} {partnerspouse}