UPDATED 09/09/2018
Hector’s Sample Letters and Questionaires:
- Hourly Remote QB Desktop Bookkeeping Catch-up Service Engagement Letter
- Short Service 1-page Engagement Letter
- 2-page FPA for bookkeeping with exclusions and hourly clause
- Accounting-and-Bookkeeping-Services-Questionnaire-v.4
QuickBooks Service Letters from Intuit’s Marketing Hub
- diagnostic-client-engagement-letter
- qb-services-engagement-letter
- qb-setup-engagement-letter
- qb-training-engagement-letter
- technology-engagement-letter
- tuneup-engagement-letter
- QBO-setup-engagement-letter
- QBO-conversion-engagement-letter
Other links:
- Complete “What We Do” Guide by CPAmutual
- Engagement Letters for Tax by AON (CPAI)
- Ron Baker’s Fixed Price Agreement
- Ron Baker Steps 5 to 8 Implementing Value Pricing
- Insightful Accountant’s “what We do” article
