are the standard terms we work to for all our clients.
Fixed Price Agreement For Accountancy and Tax Services
Further to our initial meeting I thought it would be a good idea
to set out in writing the understanding between us as to the scope
of the work that we will perform for you. To avoid any misunderstandings,
this Agreement defines the services we will perform for you as
well as your responsibilities under this Agreement.
We will perform the services set out in the attached Schedule of
Services for you for your 2013/14 accounting requirements.
Because our Agreement provides ongoing access to the accounting,
tax and business advice you need on a fixed-price basis, you are
not inhibited from seeking timely advice by the fear of a clock
running endlessly. Our services are designed around fixed prices,
as opposed to hourly rates, and offer you access to the accumulated
wisdom of the firm through accountants with substantial experience
who can help enhance your company’s future and achieve its
While the fixed price entitles your company to unlimited consultation
with us, if your question or issue requires additional research
and analysis beyond the consultation, that work will be subject
to an additional price negotiation before the service is to be
performed, and an Extra Work Order will be issued before delivery
of the additional service, with payment terms agreed to in advance.
Furthermore, the parties agree that if an unanticipated need arises
(such as, but not limited to, an audit by a taxing agency, or any
other service not anticipated in this agreement by the parties),
we hereby agree to perform this additional work at a mutually agreed
upon price before the service is provided. This service will be
billed separately to you, as part of an Extra Work Order, and will
be payable upon presentation (or payable upon terms mutually agreed
Our work is guaranteed to the complete satisfaction of the customer.
If you are not completely satisfied with the services performed
by us, we will, at your choice, either refund the price, or accept
a portion of said price that reflects your level of satisfaction.
We confirm that we will comply with the provisions of the Data
Protection Act 1998 when processing personal data about you [and
your family]. In order to carry out the services under our engagement
letter and for related purposes such as updating and enhancing
our client records, analysis for management purposes and statutory
returns, legal and regulatory compliance and crime prevention we
may obtain, process, use and disclose personal data about you.
In order for our services to be as efficient and cost effective
as possible most documents will be emailed to you in electronic
format rather than by post. To maintain confidentiality if you
request, sensitive documents can be password protected.
We are committed to providing you with a high quality service that
is both efficient and effective. However, should there be any cause
for complaint in relation to any aspect of our service please contact
Shelagh Brownlow on 07734 393944. We agree to look into any complaint
carefully and promptly and do everything reasonable to put it right.
If you are still not satisfied you can refer your complaint to
our professional body, the Institute of Chartered Accountants in
England and Wales.
Professional Indemnity Insurance
In accordance with the disclosure requirements of the Provision
of Services Regulations 2009, our professional indemnity insurer
The territorial coverage is worldwide excluding professional business
carried out from an office in the United States of America or Canada
and excludes any action for a claim brought in any court in the
United States of America or Canada.
As with other professional services firms, we are required to identify
our clients for the purposes of the UK anti-money laundering legislation.
We may request from you, and retain, such information and documentation
as we require for these purposes and/or make searches of appropriate
Commissions or Other Benefits
In some circumstances we may receive commissions or other benefits
for introductions to other professionals or in respect of transactions
which we arrange for you. Where this happens we will notify you
in writing of the amount and terms of payment and receipt of any
such commissions or benefits.