Paperwork checklist
Bookkeeping & accounting practice
6 documents on the list. We sell 3 of them today and 3 we do not have yet.
Where a line came from is printed beside it. This is where the trade starts, not a complete legal inventory — and where it says a regulator asks for something without naming a rule, that rule is set state by state.
- Client service agreement / engagement letterOn our shelf
OURSNot a rule we can point at — this is what the trade gets asked for.
- Written employee handbookOn our shelf
OURSNot a rule we can point at — this is what the trade gets asked for.
- Written standard operating proceduresKit — several filesOn our shelf
OURSNot a rule we can point at — this is what the trade gets asked for.
- IRS mileage log (2026 rates, mid-year change handled)We do not have it
REGA regulator asks for this, and which one depends on your state.
- Invoice & estimate packWe do not have it
OURSNot a rule we can point at — this is what the trade gets asked for.
- Non-disclosure agreementWe do not have it
COMPNot a rule we can point at — it is standard in this trade.
2 of these change from one state to the next. What we sell is written to the federal baseline; a state that runs its own programme can ask for more.
Missing something you know this trade needs? Tell us and it goes on the build list.