SD–OPS–05 · United States · not scoped to any state · engagement letter and onboarding pack
60-page agreement · 14 sections · plus fill-in checklist, how-to guide and sources · 111 pages across 4 files
The client assumed their tax return was part of the deal, and nothing written down said otherwise.
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An engagement letter, onboarding pack and offboarding notice for an independent bookkeeper taking on a business client. A 66-line scope of services decided one line at a time, a sixteen-line page of what the engagement is NOT with a referral column the client initials, a chart-of-accounts and software-access questionnaire, a fee schedule, late-payment terms, a confidentiality and data-handling section, and a termination and offboarding checklist. 1,271 fill-in blanks across 15 sections. It states plainly that the person doing the work is a bookkeeper and not a CPA, an enrolled agent or an attorney, that no return is prepared or filed and no assurance is given, and it prints no record-retention period, no late-fee figure and no liability wording for anywhere. It cites no regulation.
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What's inside
What lands in your inbox
You fill in the document itself and hand it on. The checklist is there so you do not leave a blank in it. Everything else is reference. Every file is a PDF you can type into on screen, or print and write on, so you need nothing else to use it.
The rest of the set
Businesses like yours usually start with these. It is where a trade starts, not a complete legal inventory of everything it could ever be asked for — no list on any website is that. Every line below says where it came from.
Showing what a bookkeeping & accounting practice is asked to carry. It is the only trade on our list that needs this document.
Bookkeeping & accounting practiceSix items on the list, one of them a multi-file kit rather than a single document. You are looking at one of them. We sell two of the other five; three we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
Also answers: Client onboarding questionnaire.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
REGA regulator asks for this, and which one depends on your state.
OURSNot a rule we can point at — this is what the trade gets asked for.
COMPNot a rule we can point at — it is standard in this trade.
Your state can add to this. We have written down two places where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistInside the file
01The engagement letter itself, 15 sections with 1,271 fill-in fields, as a fill-in PDF you can type into
02A 66-line scope of services with a decision, a frequency and an inputs column against every line
03A sixteen-line page of what the engagement is NOT, initialled by the client, with a referral column
04A chart-of-accounts review table and a software and access questionnaire with a per-system register
05A fee schedule, billing terms and a late-payment page written before anything is late
06A confidentiality and data-handling section covering who may be told what, and how the file is held
07A termination page, a fourteen-step offboarding checklist and an offboarding notice to send the client
08A ninety-day plan filled in at signing, so the first quarter is a schedule rather than a series of surprises
Plain-English Monday actions
Official-source registry
These are the real rules this plan is built on. Every citation was read against the published text on the date shown above, and each link goes to the official source, not to a summary.
Exclusions
Before you buy
When the law behind this agreement moves, or a clause keeps causing an argument, we rewrite it and the new version lands in your account. You do not pay again. That applies to everyone who buys, member or not, for as long as we sell this document.
The files are yours the moment payment clears, so we do not give money back just because you no longer want them. You agree to that in the box above the button before you pay, not afterwards in small print.
If a file is the wrong one, will not open, is missing pages, or does not match what this page says, that is on us and we correct it at no cost, member or not. A version fitted to your business is either included with membership or $49 on its own. That promise is the reason the no-refund rule is fair.
Want this agreement edited to match how your business actually works? A non-member buys one tailored edit for $49, no membership needed, and it comes back within 2 business days. A Simply Current membership is $30/month and every fitted edit is included — it wins on the second edit.
One more time, plainly: this is a blank agreement and it is scoped to no state. Every state-specific figure in it is left blank for you to fill from your own, and whether what you write in holds is decided by your state's law, often your city's. Check yours before you rely on it.
