Engagement Letters For Bookkeeping Services are essential documents used to establish a professional relationship between bookkeeping service providers and their clients in Hong Kong. These letters are crucial for defining the scope of services, responsibilities, and expectations of both parties while ensuring compliance with Hong Kong's regulatory framework, including the Companies Ordinance and Professional Accountants Ordinance. The document is typically used when engaging external bookkeeping services or formalizing internal bookkeeping arrangements, and includes specific details about service delivery, fee structures, confidentiality obligations, and data protection measures. It serves as a protective mechanism for both service providers and clients by clearly documenting the agreed-upon terms and conditions of the professional engagement.
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1. Introduction and Client Information: Opening paragraph identifying the client and confirming the engagement for bookkeeping services
2. Scope of Services: Detailed description of the bookkeeping services to be provided, including specific tasks and deliverables
3. Client Responsibilities: Outline of the client's obligations, including providing necessary information and maintaining certain records
4. Fees and Payment Terms: Details of service fees, payment schedule, and billing arrangements
5. Timeline and Deadlines: Frequency of bookkeeping services and important deadlines
6. Confidentiality and Data Protection: Commitments regarding the protection of client information and compliance with privacy laws
7. Professional Standards: Statement of commitment to professional standards and applicable regulations
8. Termination Provisions: Terms for ending the engagement and handling of documents upon termination
9. Acceptance and Authorization: Signature blocks and instructions for accepting the engagement
1. Additional Services: Description of additional services available beyond basic bookkeeping, used when offering expanded service options
2. Software and Systems: Details about specific accounting software or systems to be used, included when the firm requires use of specific platforms
3. Team Structure: Information about key team members and their roles, included for larger engagements or when requested
4. Dispute Resolution: Specific procedures for handling disagreements, included for higher-value engagements
5. Insurance Coverage: Details of professional indemnity insurance, included when required by regulation or client request
6. Third-Party Access: Terms for sharing information with third parties like tax advisors, included when relevant to the engagement
1. Fee Schedule: Detailed breakdown of fees for different services and additional charges
2. Service Details: Comprehensive list of specific bookkeeping tasks and their frequency
3. Required Documentation: List of documents and information the client needs to provide
4. Reporting Template: Sample format of regular financial reports to be provided
5. Data Protection Procedures: Detailed procedures for handling and protecting client data
6. Software Guidelines: Instructions for using any required accounting software or systems
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