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Defines monthly bookkeeping tasks such as bank statement reconciliation, journal entry preparation, general ledger review, financial statement preparation, income tax return preparation, sales and payroll tax return review, and ongoing tax filing processing. Clarifies that the firm does not manage business operations, does not audit or verify provided data, and relies on client documentation; it also specifies client responsibilities for internal controls, fraud communication, compliance, and document access.",{"@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/engagement-letter-for-business-bookkeeping-and-tax-preparation-scope-and-responsibilities/277657/",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/engagement-letter-for-business-bookkeeping-and-tax-preparation-scope-and-responsibilities/277657.png","ImageObject",442,249,{"name":88,"@type":89},"Asher","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-18","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 and tax services are included in the engagement?","Question",{"text":108,"@type":109},"The engagement covers monthly bookkeeping such as bank reconciliation, general ledger review, journal entries, financial statement preparation, income tax return preparation, sales tax return review (if applicable), payroll record review, and monthly/quarterly tax return processing.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What responsibilities and limitations apply to the firm?",{"text":113,"@type":109},"The firm’s work is limited to the stated period and services, does not include business management, and does not audit or verify financial statements or other documents under generally accepted auditing standards. It also does not verify the accuracy or completeness of data submitted by the client.",{"name":115,"@type":106,"acceptedAnswer":116},"What documents and information must the client provide?",{"text":117,"@type":109},"The client must provide unrestricted access to documents supporting financial transactions and reporting, including cash receipt reports, deposit slips, disbursement records, bank statements, check register, prior year tax return, corporate documents, purchase/lease contracts, asset lists, and other records needed for correct accounting and tax reporting.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},277657,1790445687,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":8,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},687197207639,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","ENGAGEMENT LETTER FOR BUSINESS BOOKKEEPING AND TAX PREPARATION  \nDear   (Client Name):  \nThis letter is to confirm our understanding of the terms and objective of our engagement as well as the nature and limitations of the services we will provide.  \nOur Responsibility  \nBeginning   of the year ended   , we will provide you the following bookkeeping services:  \n(enumerate the general or specific bookkeeping and taxation services you will provide, such as)  \nReconcile checking account with the bank statement each month for proper account balance and to identify any errors. We will make correcting entries directly to and identify the source of each adjustment. We will tell you of these adjustments and make you aware of any corrections.  \nReview, analyze and reconcile general ledger accounts for accuracy and confer with you regarding any items not fully understood.  \nPrepare and record all necessary journal entries to reflect correct accounting records.  \nPrepare and present Financial Statements.  \nPrepare Income Tax Returns.  \nReview Sales Journal and prepare Sales Tax Returns (if applicable) .  \nReview and reconcile Payroll records and corresponding Tax Returns.  \nPrepare and process monthly / quarterly Tax Returns  \nSetup, Install accounting system/ program and basic training (if applicable) .  \nScope and limitation of our services  \n1. Our engagement is limited to the period and the accounting services indicated above.  \n2. This engagement does not include business management. We will not review the payment of any invoices or bills. If an amount appears unusual or out of the ordinary, we will call it to your attention, but we do not take any responsibility in the discovery of any errors, irregularities, or fraud.  \n3. This engagement will not audit or review your financial statements, or any other accounting documents and information you provide, in accordance with generally accepted auditing standards. Accordingly, we ask that you not in any manner refer to this as an audit or review.  \n4. We will not verify the data you submit for accuracy or completeness. Rather, we will rely on the accuracy and completeness of the documents and information you provide to us. Accordingly, our engagement cannot be relied upon to disclose errors, fraud, or other illegal acts that may exist. However, it may be necessary to ask you for clarification of some of the information you provide, and we will inform you of any material errors, fraud or other illegal acts that come to our attention, unless they are clearly inconsequential.  \n5. We have no responsibility to identify and communicate significant deficiencies or material  \nweaknesses in your internal controls as part of this engagement, and our engagement cannot, therefore be relied upon to make disclosure of such matters.  \nCompany Responsibility  \nM&J Financial Management, LLC. are:  \n1. Responsible for adopting sound accounting policies, for maintaining an adequate and efficient accounting system, for safeguarding assets, for authorizing transactions, for retaining supporting documentation for those transactions, and for devising a system of internal controls that will, among other things, help assure the preparation of proper financial statements. Furthermore, you are responsible for management decisions and functions, for designating a competent employee to oversee any of the services we provide, and for evaluating the adequacy and results of those services.  \n2. Responsible for the design and implementation of programs and controls to prevent and detect fraud, and for informing us about all known or suspected fraud affecting the Company involving  \n(a) management (b) employees who have significant roles in internal control, and (c) others where the fraud could have a material effect on the financial statements.  \n3. You are also responsible for informing us of your knowledge of any allegations of fraud or suspected fraud affecting the Company received in communications from employees,","cbCaihHXCc5pqrr5","https://ap.wps.com/l/cbCaihHXCc5pqrr5","pdf",189026,"English","# Our Responsibility\n## Scope and Limitation of Our Services\n# Company Responsibility\n## Document and Information Requirements","[{\"question\":\"What bookkeeping and tax services are included in the engagement?\",\"answer\":\"The engagement covers monthly bookkeeping such as bank reconciliation, general ledger review, journal entries, financial statement preparation, income tax return preparation, sales tax return review (if applicable), payroll record review, and monthly/quarterly tax return processing.\"},{\"question\":\"What responsibilities and limitations apply to the firm?\",\"answer\":\"The firm’s work is limited to the stated period and services, does not include business management, and does not audit or verify financial statements or other documents under generally accepted auditing standards. It also does not verify the accuracy or completeness of data submitted by the client.\"},{\"question\":\"What documents and information must the client provide?\",\"answer\":\"The client must provide unrestricted access to documents supporting financial transactions and reporting, including cash receipt reports, deposit slips, disbursement records, bank statements, check register, prior year tax return, corporate documents, purchase/lease contracts, asset lists, and other records needed for correct accounting and tax reporting.\"}]","Engagement Letter for Business Bookkeeping and Tax Preparation - Scope and Responsibilities | PDF",1789502761]