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The agreement defines the monthly scope: transaction input and reconciliation for one bank and one credit card, preparation of Profit & Loss, YTD Profit & Loss, Balance Sheet, and General Ledger, audit-ready organization of documents, guidance on bookkeeping and business tax issues, and scheduled pick-up and delivery of records. 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To ensure clarity, this Engagement Agreement will describe the scope of work to be performed by Barlow Douglas & Hall CPAs, PLLC herein noted as “Barlow Douglas & Hall”, and the additional services available. Stephanie N. White, Director of Bookkeeping will be the primary contact person for this Engagement Agreement.  \nEngagement:  \nBarlow Douglas & Hall has been contracted to provide Monthly Bookkeeping Services. The following tasks will be performed for each month:  \n1. Input and reconciliation of all banking transactions for one (1) bank account.  \n2. Input of all credit card transactions for one (1) credit card account.  \n3. Preparation of monthly financial reports to include: Profit & Loss, YTD Profit & Loss, Balance Sheet and a General Ledger.  \n4. Organize all bookkeeping / financial documents in an audit ready fashion.  \n5. Guidance on all bookkeeping and business tax issues.  \n6. Scheduled pick-up and delivery of bookkeeping / financial docs.  \nDocuments Required:  \nTo complete the bookkeeping services noted herein, Barlow Douglas & Hall must obtain the following documents. If these documents are not provided in a timely manner, the timeframe listed below will be extended accordingly. The required documents include:  \n1. All business bank and credit card statements for the period.  \n2. Verification documents for all bank deposits, i.e. deposit slip, invoices, cash register receipts, etc.  \n3. All business checks cleared for the period. An electronic format or bank generated copies are acceptable.  \n4. Receipts for business related purchases paid with cash register funds and/or petty cash funds.  \n5. Receipts for business related purchases paid with personal funds.  \n6. Copy of loan/finance documents for new equipment.  \n7. An in-house liaison to answer any questions Barlow Douglas & Hall may have.  \n*Please note, during the course of this Engagement Agreement other documents may be required.  \nTimeframe:  \nWork will be complete within 15 business days of receiving the above information.  \nFees:  \nBarlow Douglas & Hall’s fee for the services listed in this Engagement Agreement is   per month.  \nBarlow Douglas & Hall will submit a monthly invoice on the 1st of each month, due upon receipt. Monthly bookkeeping services will not be processed until payment has been received.  \n-1-  \nExperience the Barlow Douglas & Hall Difference!  \n[www.bdhcpas.com](www.bdhcpas.com)  \nSummerlin: 702-457-9800 Henderson: 702-202-2255 Utah: 435-767-0660 National: 877-665-7411  \nHardware and Software Warranties:  \nDuring the course of this Engagement Agreement, Barlow Douglas & Hall may recommend purchases and/or installations of computer hardware, software, communications, or services. Warranties, to the extent they exist, are provided only by the manufacturer/vendor of those computer products.  \nAdditional Services Available:  \nYou may request that Barlow Douglas & Hall perform additional services not included in this Engagement Agreement. If this occurs, Barlow Douglas & Hall will generate an additional service Engagement Agreement for review and signature, outlining the scope and estimated cost of these additional services. An additional service Engagement Agreement may be quoted as a fixed or hourly rate. Examples of services excluded from this Engagement Agreement include:  \n1. Additional bookkeeping assistance, including training and payroll.  \n2. Year-end tax services, including 1099 preparation, business federal and state income tax services and personal federal and state income tax services.  \nTermination:  \nWithin ten (10) days of the execution of this Engagement Agreement, all required documents and payments set forth herein must be made available to Barlow Douglas & Hall. If either of these stipulations has not been met within thirty (30) days, Barlow Douglas & Hall will return any documents in their possession, and the Engagement A","cbCaitA3VcQpDFiO","https://ap.wps.com/l/cbCaitA3VcQpDFiO","pdf",170384,"English","# Engagement Agreement\n## Engagement and Monthly Tasks\n## Documents Required\n## Timeframe and Fees\n## Hardware and Software Warranties\n## Additional Services Available\n## Termination and Approvals","[{\"question\":\"What monthly tasks are included in the bookkeeping engagement?\",\"answer\":\"The agreement covers input and reconciliation of banking transactions for one bank account and credit card transactions for one card account, plus preparation of Profit \\u0026 Loss, YTD Profit \\u0026 Loss, Balance Sheet, and a General Ledger.\"},{\"question\":\"Which documents must the client provide to start the services?\",\"answer\":\"The client must provide business bank and credit card statements, deposit verification documents, cleared business checks, relevant purchase receipts, receipts paid with personal funds, and loan/finance documents for new equipment, plus an in-house liaison to answer questions.\"},{\"question\":\"How long does it take to complete the work and when are invoices due?\",\"answer\":\"Work is completed within 15 business days of receiving the required information. Barlow Douglas \\u0026 Hall submits a monthly invoice on the 1st of each month, due upon receipt, and bookkeeping services are not processed until payment is received.\"}]","Monthly Bookkeeping Services - Engagement Agreement - scope of work | PDF",1789502759]