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The letter confirms the start and expected end of services, sets an expense tracking and bookkeeping scope including record entry and bank, credit card, and PayPal reconciliation, and clarifies excluded work such as financial statement preparation. It details hourly and retainer billing terms, monthly payment timing, service frequency, confidentiality obligations, client responsibilities, indemnification, dispute handling via mediation then binding arbitration, governing law, and amendment and signature sections.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/bookkeeping-engagement-letter-template-bookkeeping-services/277655/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/bookkeeping-engagement-letter-template-bookkeeping-services/277655.png","ImageObject",442,249,{"name":88,"@type":89},"Ezra","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-22","2026-09-15",true,{"@type":98,"interactionType":99,"userInteractionCount":8},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What bookkeeping services are included in the engagement scope?","Question",{"text":108,"@type":109},"The agreement includes expense tracking, entering all accounting records, and reconciling bank, credit card, and PayPal activity. It also includes cash flow management and monthly financial reporting due by the fifteenth of each month.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What fees does the client pay, and when are retainer charges due?",{"text":113,"@type":109},"The hourly rate is $75 per hour. A monthly retainer fee of $300 covers up to four hours, and the $300 retainer charge is due on the first of each month; extra hours are invoiced monthly and paid within 15 days.",{"name":115,"@type":106,"acceptedAnswer":116},"How are disputes handled under the agreement?",{"text":117,"@type":109},"The parties first try to resolve issues through mediation using an unbiased third-party mediator within 30 days of the attention of the dispute. 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Our services will begin on [Start Date] and are expected to continue until [ End Date] or until terminated by either party as outlined below.  \n1. Objective and Scope of Services  \nServices Provided:  \n● Expense Tracking  \n● Entering All Accounting Records  \n● Bank, Credit Card, and PayPal Reconciliation  \n● Cash Flow Management  \nFrequency of Services:  \n● Weekly expense tracking  \n● Monthly account reconciliation by the tenth of the month  \n● Monthly financial reporting, due by the fifteenth of every month  \nService exclusions:  \n● Financial Statement Preparation  \n2. Fees and Billing Arrangements  \nHourly Rate: $75 per hour.  \nRetainer fee:$300 retainer fee each month in exchange for up to four hours of service per month.  \nTime of Payment:  \nRefunds each month: The $300 retainer charge is due on the first of every month.  \nExtra Hours: Any time beyond the 4 hours that are covered by the retainer will be invoiced at the end of each month and paid within 15 days ofthe invoice being received.  \n3. Duration of Agreement  \nThis contract will begin on August 1, 2024, and could be for 365 days, ending on July 31, 2025.  \nRenewal and Termination:  \n● Renewal: The contract can be prolonged If both parties agree for an additional 12 months.  \n● Termination: This agreement can be terminated by either party with 30 days ' written notice.  \n4. Confidentiality  \nThe Parties understand that they are vulnerable to the sharing of information, or documentation, written or oral, that is considered confidential or unpublished in nature. Thus, by accepting this clause, the Parties agree to keep all confidential information obtained during this term of the Agreement as private without the written consent of the other Party, during and after the execution of this Agreement.  \n5. Client Responsibilities  \nYou are responsible for the following:  \n● Providing us with all records, documentation, and other information necessary to perform the services.  \n● Designating a responsible party to oversee the engagement and communicate with us as necessary.  \n● Complying with all laws and regulations applicable to your business.  \n6. Termination  \nYou are responsible for the following:  \n● Providing us with all records, documentation, and other information necessary to perform the services.  \n● Designating a responsible party to oversee the engagement and communicate with us as necessary.  \n● Complying with all laws and regulations applicable to your business.  \n7. Indemnification  \nThe Client agrees to indemnify, defend, and hold harmless the Service Provider from and against any and all claims, liabilities, damages, losses, or expenses arising out of or in connection with the services provided under this Agreement.  \n8. Governing Law and Jurisdiction  \nMediation/Arbitration:  \nIn the occasion of any dispute or declaration arising out of or regarding this settlement, the Parties comply with first try to remedy the problem via mediation. Mediation can be achieved by means of manner of an unbiased 3rd party mediator, selected via mutual settlement of the Parties, and will take place within 30 days of the attention of dispute.  \nIf mediation is unsuccessful, the dispute will be resolved thru binding arbitration. The arbitration could be conducted according to the policies of the American Arbitration Association (AAA) and could take place in Anytown, USA. The decision of the arbitrator will be very last and binding on each party.  \nGoverning Law:  \nThis agreement shall be governed through and construed according with the laws of the State of [State], without regard to its conflict of regulation principles.  \nJurisdiction for Legal Actions:  ","cbCaip3TsOiUmpdN","https://ap.wps.com/l/cbCaip3TsOiUmpdN","pdf",82299,"English","# Objective and Scope of Services\n## Fees and Billing Arrangements\n## Duration of Agreement\n## Confidentiality\n## Client Responsibilities\n## Termination\n## Indemnification\n## Governing Law and Jurisdiction\n## Amendments","[{\"question\":\"What bookkeeping services are included in the engagement scope?\",\"answer\":\"The agreement includes expense tracking, entering all accounting records, and reconciling bank, credit card, and PayPal activity. It also includes cash flow management and monthly financial reporting due by the fifteenth of each month.\"},{\"question\":\"What fees does the client pay, and when are retainer charges due?\",\"answer\":\"The hourly rate is $75 per hour. A monthly retainer fee of $300 covers up to four hours, and the $300 retainer charge is due on the first of each month; extra hours are invoiced monthly and paid within 15 days.\"},{\"question\":\"How are disputes handled under the agreement?\",\"answer\":\"The parties first try to resolve issues through mediation using an unbiased third-party mediator within 30 days of the attention of the dispute. If mediation fails, the dispute is resolved through binding arbitration under AAA policies, and legal actions are brought in the specified courts after mediation and arbitration fail.\"}]","Bookkeeping Engagement Letter Template - Bookkeeping Services | PDF"]