The Accounting Retainer Agreement is essential for businesses in the Philippines seeking professional accounting services on a continuous basis. This document is typically used when a company requires regular accounting support, including bookkeeping, financial reporting, tax compliance, and advisory services. The agreement, governed by Philippine law, establishes the framework for the professional relationship, detailing service scope, fees, and responsibilities while ensuring compliance with the Philippine Accountancy Act, tax regulations, and other relevant laws. It provides legal protection for both parties and sets clear expectations for service delivery, making it a crucial document for businesses of all sizes seeking professional accounting support.
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1. Parties: Identification of the accounting firm and the client, including their complete legal names, addresses, and tax identification numbers
2. Background: Context of the agreement, including the client's need for accounting services and the firm's qualifications
3. Definitions: Key terms used throughout the agreement, including technical accounting terms and agreement-specific definitions
4. Scope of Services: Detailed description of the accounting services to be provided, including regular and periodic services
5. Term and Renewal: Duration of the agreement and conditions for renewal or extension
6. Professional Fees and Payment Terms: Fee structure, payment schedule, and billing procedures
7. Rights and Obligations of the Parties: Detailed responsibilities and obligations of both the accounting firm and the client
8. Confidentiality and Data Protection: Provisions for handling confidential information in compliance with Philippine Data Privacy Act
9. Professional Standards and Compliance: Commitment to professional standards, ethics, and regulatory compliance
10. Termination: Conditions and procedures for terminating the agreement
11. Limitation of Liability: Extent and limitations of the accounting firm's liability
12. General Provisions: Standard clauses including governing law, amendments, notices, and dispute resolution
1. Special Projects: Used when the client may require additional services beyond regular accounting work
2. Multi-branch Services: Include when services cover multiple business locations or subsidiaries
3. International Reporting Requirements: Added for clients with international operations or reporting obligations
4. Audit Cooperation: Include when the client requires coordination with external auditors
5. Software and Technology: Used when specific accounting software or technology platforms will be used
6. Staff Assignment: Include when specific personnel assignments need to be documented
7. Training and Support: Added when the agreement includes training services for client's staff
1. Schedule A - Detailed Service Descriptions: Comprehensive list and description of all accounting services covered
2. Schedule B - Fee Schedule: Detailed breakdown of fees for different services and payment terms
3. Schedule C - Service Level Agreement: Specific timelines and performance metrics for service delivery
4. Schedule D - Required Client Documentation: List of documents and information the client must provide
5. Schedule E - Key Personnel: Details of key team members assigned to the client
6. Appendix 1 - Compliance Requirements: Relevant regulatory and compliance requirements applicable to the services
7. Appendix 2 - Data Protection Protocols: Specific procedures for handling and protecting client data
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