Engagement Terms

Scope of services

The services we provide are set out in your letter of engagement. Any work falling outside that scope will be agreed separately and may be subject to additional fees.

Your responsibilities

• Providing complete, accurate and timely information.
• Maintaining adequate accounting records and source documentation.
• Approving filings and tax returns before submission.
• Notifying us promptly of changes that may affect our work.

Our responsibilities

• Acting with integrity, objectivity and professional competence.
• Maintaining the confidentiality of your information.
• Complying with the standards of our supervisory body, the AAT.
• Notifying you of relevant deadlines and risks within the agreed scope.

Fees

Fees are set out in your engagement letter. Where work is performed on a time basis, our standard hourly rates apply. Fees are reviewed annually and billed monthly unless otherwise agreed.

Termination

Either party may terminate the engagement by giving 30 days’ written notice. Fees for work performed up to the date of termination remain payable.