ACCOUNTING SERVICES AGREEMENT

Accounting Services Agreement

An agreement from Northwind Studio outlining ongoing accounting services, tax work, and advisory scope for the client's business.

Overview

This agreement sets out the accounting services Northwind Studio will deliver to Acme Co. It covers monthly bookkeeping, business tax preparation, and year-round advisory, with clear terms on responsibilities and fees.

Objectives

• Deliver clean, timely books the leadership team can rely on.
• File an accurate, on-time business tax return with no rework.
• Handle 1099s and year-end compliance in one coordinated pass.
• Serve as a trusted advisor across the fiscal year.

Scope of Work

The engagement runs across three coordinated streams. Each has a defined cadence and closes with a documented deliverable.

What is included

• Monthly bookkeeping, reconciliation, and reporting
• Annual federal and state business tax return
• 1099 preparation and filing for eligible vendors
• Ongoing email and phone support for finance questions

Not included: audits, reviews, or compilations of financial statements, payroll processing, sales tax registration or filings, personal income tax returns, and audit representation. Additional scope can be added in writing at any time.

Fees and Payment

Fees are a fixed monthly retainer for bookkeeping and advisory, plus fixed annual amounts for tax and 1099 work.

Payment Schedule

Invoices are due within 15 days. The agreement continues month to month and can be ended by either party with 30 days written notice.

Acceptance

To engage Northwind Studio under this agreement, complete the fields below and sign. The first month is scheduled once the signed agreement is returned.

SERVICES START DATE

PRIMARY FINANCE CONTACT