Finesse Tax Accounting, LLC

 
1600 Wilson Blvd Suite 720
Arlington, VA 22209
 
(703) 812-4750
info@finessetax.com
finessetax.com
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Bookkeeping Engagement Package

Welcome aboard the Finesse Tax Accounting Bookkeeping program.  Together we will work to help you gain a better understanding of your company's finances and also make tax time easier.
 
Please note that most fields are requied fields below.  If you are unsure of how to answer or what to place in a field below, please enter N/A and we will ask you about it as we proceed with your bookkeeping.
 

Contact Information

Engagement Letter

BOOKKEEPING ENGAGEMENT LETTER
 
 
Dear Client,


Thank you for the opportunity to assist with your bookkeeping needs. I am both excited and honored that my firm will help play an integral role in the success of your business and look forward to many positive, productive conversations in the future. To foster a complete understanding of our relationship, please take a moment to review the following information which I hope will lay out for you the objectives and expectations as well as the nature of this engagement.
 
During the course of our engagement my firm will provide for you the following services:

1. Entry of all deposit and withdrawal transactions
2. Monthly reconciliation of all bank accounts
3. Generation of standard business reports to include but not be limited to; a. Profit and Loss, b. Balance Sheet, c. Expense and Income Statements
4. General advisory services pertaining to accounting and taxes

Please also note that while I always wish to provide more to my clients, my firm is limited by this engagement and cannot audit or review your financial statements or any other accounting documents and information you provide in accordance with generally accepted auditing standards. Accordingly, I respectfully ask that you do not, in any manner, refer to this engagement, or the work that we provide, as an audit or a review. Nor will I refer to this engagement or the work that my firm provides as an audit or a review.

Since mainly you will be providing bank and credit card statements please note that I will rely on the accuracy and completeness of the documents and information you provide to me and accept the information as accurate and complete on its merits. This engagement and my firm cannot be relied upon to disclose fraud or other illegal acts that may exist inside your company, your banking institution, or any financial services company that you may engage with. And while I wish we could, during the course of our engagement we will not be able to identify significant deficiencies or weaknesses in your internal processes and controls based on the documents and information you provide.

My fees will be billed monthly at a rate of ninety five dollars per hour ($95.00/hr.). All payment for our services is due upon receipt of invoice and you will be asked to leave a credit card on file with our office so we may charge our services upon completion. While subject to change, we typically charge our clients on the first day of every month. If the first day of the month falls on a weekend or holiday, charging of your open invoice will occur on the next business day. Should you wish to pay by check instead of credit card please notify us 7 days prior to the last day of the month so we can prepare an invoice and arrange for receipt of your payment. However, paying by check will still require a credit card to be left on file with our office at the outset of this engagement.

While we do not expect this to be an issue, should your account fall in arrears we will use our discretion with regard to the suspension of our services until your account is returned to a zero balance.  And if we must refer your account to collections you will be responsible for any costs associated with said collections to include but not be limited to attorney’s fees.

Our hourly rate is charged based on the aforementioned services we provide.  If my staff is required or asked to attend meetings outside our office or any other time is spent outside the office working on your account, the hourly rate of $95.00 per hour will apply.  Moreover, you will need to reimburse us for any and all costs associated with obtaining supplies or materials or education.  If we anticipate either travel charges or material reimburse costs we will do everything in our power to discuss these in advance or their occurrence.

If either of us wishes to terminate this engagement, for any reason, we need only do so in writing.  All outstanding fees will be due immediately upon termination.

Please be advised that it is this firm’s policy to retain your information and data for a period of not more than seven years.  At which point we will commence the process of destroying the contents of your file which are older than 7 years.  Our destruction is generally performed by a third party shredding service but we reserve the right to shred on site ourselves using our own shredding devices.  If any original documents exist in the file we will offer you ample opportunity to retrieve them.

On the extreme, outside, and remote chance that I or any member of my firm is required to respond to a subpoena, court order, or other legal process for the production of documents and/or testimony relative to information we obtained and/or prepared during the course of this engagement, you agree to compensate my firm at our standard appearance rate of two hundred and fifty dollars per hour ($250.00/hr.).  If my firm incurs any out of pocket costs associated with this appearance you also agree to reimburse my firm for any out of pocket costs.  Please note that our standard hourly rate can adjust annually and should that happen we will do our best to notify you in advance.

In the event that my firm or my staff is obligated to pay any cost, settlement, judgment, fine, penalty or similar award or sanction as a result of any claim, investigation, or other preceding instituted by any third party, you agree to indemnify me and my firm, defend us, and hold us harmless as against such obligation.

This engagement is contractual in nature.  It includes all of the relevant terms that govern this engagement.  The terms spelled out in this text supersede any prior oral or written representations of commitments of our bookkeeping engagement together.  Any further changes or additions to the terms set forth in this letter will only become valid and effective if placed in the form of a written amendment signed and agreed upon by both parties.

If after full consideration and consultation with counsel if so desired, you agree that this letter is acceptable and wish to commence this engagement, please sign below in the space provided.  The original will be retained by this office and a copy of the executed letter will be provided for your records.

I thank you for the opportunity to serve you and look forward to beginning this new chapter with you and your business.

 

Warm Regards,

Michael L. Fine, CSA

President

Finesse Tax Accounting, LLC

SIGN IN BOX BELOW WITH YOUR MOUSE OR A STYLUS IF USING A TOUCHSCREEN ENABLED DEVICE
Please sign indicating agreement with the above engagement letter. *
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Finesse Tax Accounting, ID Policy
 

Finesse Tax Accounting, LLC takes compliance with all Federal, State, and Local laws/regulations/guidance seriously.  Our firm also voluntarily goes above and beyond the basic compliance in most cases to ensure, among other things, that we protect the integrity of the tax preparation process year after year.  Due to revisions to the regulations in our industry, our firm is now collecting copies of government photo identification to ensure that we continue to perform our duties for you, the client, up to the highest standards of compliance.  So please note that upon completion of this agreement to engage our services, you may be subsequently asked to provide a copy of a valid, government issued, photo identification.  Please note that while we understand in some cases this may pose a hardship, this action and collection of I. D. is our effort to continue our consistent over compliance with government regulations.

 

In addition to the collection of your I. D. please note that in some cases our firm will be required to perform a verification of identity using a secure, third party, service.  This is being reserved almost exclusively for new clients who are working remotely and should not be used in cases where you are an existing client or have come into our office to provide the necessary documentation and information used to prepare your tax returns.  The cost of this third party verification system will NOT be imposed directly on any client for whom we choose to employ it, as we will be using this system at our professional discretion and do not believe that our choice to use this system in certain instances should be a cost that is passed along to the specific client it is being employed for.

 

We apologize for any discomfort or inconvenience this policy has caused or may cause but we can assure you minimal interference with your tax preparation engagement and we can assure you again, this is policy has been put in place to ensure that Finesse Tax Accounting, LLC is on the cutting edge or and miles ahead of any minimal standards of compliance that exist to protect the integrity of the tax preparation process and to protect your safety, security, privacy, and identity.

Credit Card Authorization

SIGN IN BOX BELOW WITH YOUR MOUSE OR A STYLUS IF USING A TOUCHSCREEN ENABLED DEVICE
I authorize Finesse Tax Accounting, LLC to charge the credit card provided above for invoice(s) covered by engagement letter above. *
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Please note that invoices for each month are charged on the first business day of the month following, using the credit card information provided on this authorization. If you wish to change your payment method, please notify us no later than 7 days prior to the first business day of the month. This authorization only applies to bookkeeping services. All invoices for tax preparation or other services must be paid via our online Client Portal System.