Create a bespoke document in minutes, or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Accounting Retainer Agreement
I need an Accounting Retainer Agreement for my small retail business in Ontario, with monthly bookkeeping and quarterly tax preparation services, starting January 2025, with an initial term of one year and automatic renewal options.
1. Parties: Identification of the accounting firm and the client, including full legal names and addresses
2. Background: Context of the agreement and brief description of the parties' intention to enter into an accounting services arrangement
3. Definitions: Key terms used throughout the agreement defined for clarity and consistency
4. Scope of Services: Detailed description of the accounting services to be provided under the retainer
5. Term and Renewal: Duration of the agreement and conditions for renewal
6. Fees and Payment Terms: Retainer amount, billing rates, payment schedule, and related financial terms
7. Professional Standards: Commitment to follow relevant accounting standards and professional requirements
8. Confidentiality: Obligations regarding client information protection and confidentiality
9. Client Responsibilities: Client's obligations in providing information and cooperation
10. Record Retention: Terms for maintaining and storing financial records and documents
11. Termination: Conditions and process for ending the agreement
12. Limitation of Liability: Extent and limitations of the accounting firm's liability
13. General Provisions: Standard legal clauses including governing law, amendments, and notices
1. Electronic Communications: Terms regarding the use of email and other electronic communications, recommended when services will be delivered remotely
2. Dispute Resolution: Specific procedures for handling disagreements, recommended for high-value or complex engagements
3. Non-Solicitation: Restrictions on hiring firm personnel, useful for larger client relationships
4. Force Majeure: Provisions for unforeseen circumstances, particularly relevant post-COVID
5. Third-Party Service Providers: Terms regarding the use of external specialists or software, needed when third-party services are part of the engagement
6. Intellectual Property: Protection of proprietary methods or software, relevant when using firm-specific tools or methodologies
1. Schedule A - Detailed Service Description: Comprehensive list and description of specific accounting services covered under the retainer
2. Schedule B - Fee Schedule: Detailed breakdown of fees, hourly rates, and any additional charges
3. Schedule C - Service Level Standards: Specific performance metrics and response times for services
4. Appendix 1 - Required Documentation: List of documents and information the client must provide
5. Appendix 2 - Key Personnel: List of key team members and their roles in providing services
6. Appendix 3 - Software and Systems: Details of any specific accounting software or systems to be used
Authors
Services
Retainer Fee
Firm
Client
Confidential Information
Professional Standards
Deliverables
Engagement
Working Papers
Personnel
Business Day
Fiscal Year
Chart of Accounts
Accounting Records
Source Documents
Professional Fees
Disbursements
Term
Force Majeure Event
Applicable Law
CPA Standards
Engagement Letter
Financial Statements
Material
Related Party
Supporting Documentation
Third-Party Service Provider
Intellectual Property
Authorized Representative
Designated Contact Person
Service Level Standards
Billing Period
Scheduled Services
Additional Services
Regulatory Authority
Electronic Records
Governing Professional Body
Professional Standards
Fees and Payment
Confidentiality
Data Protection
Professional Liability
Term and Termination
Record Retention
Client Cooperation
Intellectual Property
Force Majeure
Governing Law
Dispute Resolution
Assignment
Amendment
Entire Agreement
Severability
Notices
Indemnification
Insurance
Non-Solicitation
Compliance with Laws
Authority
Independent Contractor
Conflict of Interest
Electronic Communications
Third-Party Rights
Warranties
Service Levels
Limitation of Liability
Professional Services
Financial Services
Small Business
Corporate Services
Non-Profit Organizations
Healthcare
Manufacturing
Technology
Retail
Construction
Real Estate
Education
Finance
Accounting
Legal
Compliance
Procurement
Executive Leadership
Tax
Audit
Treasury
Risk Management
Chief Financial Officer
Controller
Finance Director
Accountant
Tax Manager
Audit Manager
Business Owner
Managing Partner
Finance Manager
Compliance Officer
Financial Analyst
Bookkeeper
Treasury Manager
CEO
Small Business Owner
Legal Counsel
Procurement Manager
Find the exact document you need
Marketing Retainer Agreement
A Canadian-law governed agreement establishing ongoing marketing services between an agency and client, defining scope, fees, and delivery terms.
Business Retainer Agreement
A Canadian-jurisdiction contract establishing terms for ongoing professional services between a service provider and client, including scope, fees, and delivery expectations.
Creative Retainer Agreement
A Canadian agreement establishing terms for ongoing creative services between a service provider and client, including retainer terms, deliverables, and IP rights.
Monthly Retainer Fee Agreement
A Canadian-compliant agreement establishing ongoing professional services with monthly payment terms and service scope.
Hourly Retainer Agreement
A Canadian-compliant agreement establishing terms for ongoing professional services provided on an hourly basis with advance retainer payments.
Expert Retainer Agreement
A Canadian legal agreement establishing terms for expert professional services as an independent contractor, including scope, compensation, and obligations.
Construction Retainer Agreement
A Canadian-law governed agreement establishing a professional retainer relationship for construction services, outlining service terms, payment structures, and compliance requirements.
Flat Fee Retainer Agreement
A Canadian legal contract establishing a fixed-price arrangement between an attorney and client for specified legal services.
Independent Contractor Retainer Agreement
A Canadian-law governed agreement establishing the terms and conditions between a business and an independent contractor, defining services, compensation, and relationship parameters.
Retainer Letter
A Canadian legal document establishing the terms of engagement between a lawyer/law firm and client, outlining services, fees, and professional obligations.
Accounting Retainer Agreement
A Canadian-law governed agreement establishing a retainer arrangement between an accounting firm and client, defining professional services, fees, and mutual obligations.
Professional Services Retainer Agreement
A Canadian-law governed agreement establishing terms for ongoing professional services delivery under a retainer arrangement.
Flat Fee Agreement
A Canadian-law governed agreement establishing a fixed-price arrangement for specified services with predetermined deliverables and payment terms.
Freelance Retainer Contract
Canadian-law governed agreement establishing terms for ongoing freelance services under a retainer arrangement.
Retainer Fee Agreement
A Canadian-law governed agreement establishing terms for ongoing professional services delivery with retainer fee arrangements.
Retainer Contract
A Canadian-compliant agreement establishing an ongoing professional relationship with recurring fee arrangements for specified services.
Download our whitepaper on the future of AI in Legal
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our Trust Centre for more details and real-time security updates.
Read our Privacy Policy.