Agreement Overview

Establishing a professional accounting relationship

This Accounting Services Agreement (“Agreement”) outlines the terms under which Acme Climate Co. (“Accountant”) will provide accounting services to Mitchell & Co. (“Client”).

The purpose of this Agreement is to:

• Define the scope of accounting services

• Clarify responsibilities of both parties

• Establish fees and payment terms

• Support compliance, accuracy, and informed decision-making

This Agreement applies to all accounting services provided unless otherwise agreed in writing.

Engagement Details

Identifying who this agreement applies to

Service Provider

• Legal Name: Acme Climate Co.

• Address: 14 Banksia St

• Contact: 07 3123 4567

Client

• Legal Name: Mitchell & Co.

• Address: 22 Wattle Rd, Paddington QLD 4064

• Primary Contact: Sarah Mitchell

• Role: [RecipientJobTitlte]

Commencement Date

This Agreement commences on [EffectiveDate].

Services Included

Professional services covered under this agreement

Accounting services may include, but are not limited to:

• Financial record maintenance and reporting

• Management and statutory reporting

• Payroll oversight and compliance support

• Tax preparation support (excluding advisory services)

• Budgeting, forecasting, and cash-flow monitoring

• Regulatory and compliance assistance

• General accounting advisory support

Deliverables

What the Client can expect

• Periodic financial reports

• Accounting schedules and summaries

• Compliance-ready documentation

• Advisory insights where applicable

Professional Fees

Transparent pricing for accounting services

Payment Terms

When and how invoices are paid

• Invoices issued: [InvoiceFrequency]

• Payment due: [PaymentDueDays] days from invoice date

• Late payment charges: [LateFeePolicy]

• Accepted payment methods: [PaymentMethods]

Client Responsibilities

What the Client agrees to provide

The Client agrees to:

• Provide complete, accurate, and timely information

• Maintain original records and supporting documentation

• Grant access to required systems and accounts

• Review reports promptly and raise questions without delay

Accountant Responsibilities

How services are delivered

The Accountant will:

• Perform services with reasonable care and skill

• Act in accordance with applicable professional standards

• Maintain confidentiality and data security

• Communicate clearly regarding issues or discrepancies

Terms & Conditions

Standard conditions governing this agreement

Agreement Acceptance

Confirming acceptance of this accounting services agreement

By signing below, both parties agree to the terms outlined in this Accounting Services Agreement.