Accounting & Compliance Services Engagement


We appreciate the opportunity of providing you a proposal for Accounting and Compliance Consulting Services.  Please note this is not an all-inclusive accounting services agreement.  The scope of work includes basic services to keep your books in order and stay incompliance with year end reporting requirements. To ensure a complete understanding between us, this letter will describe the client's duties and the scope and limitations of the services we will provide for you.

What You'll Do
You will perform day-to-day bookkeeping tasks in a timely manner.  No worries.  We will train you to do this.

  • Designate a person to be our primary contact.  This should be the person responsible for day-to-day bookkeeping.
  • Schedule and attend on-boarding and training sessions.
  • Perform data entry to record and correct all financial transactions.
  • Process payroll and make payroll tax deposits using payroll software or through QuickBooks Online Payroll subscription.
  • Reconcile all bank accounts, credit card and loan accounts in a timely manner.
  • Follow-up on issues addressed in financial check-ups and compliance reviews in a timely manner.
  • Obtain taxpayer information from employees and vendors (where applicable).
  • Maintain copies of bank statements, receipts for transactions, board meeting minutes, contracts and other important documents.

What We’ll Do
Accounting and Compliance Consulting Services include:

  • Initial training and set-up or review existing books
  • Up to 4 quarterly financial check-ups
  • Payroll compliance review, e-file returns through your payroll software.
  • 1099 compliance review, prepare and e-file  1099's.
  • Contribution Statement Compliance Review
  • Minister's Compensation Review
  • Fixed Assets Management
  • Up to 4 hours of Technical Support for additional training and special tasks.

Note:  Churches are not required to file annual 990 tax returns.  Additional fees apply if your organization requires non-profit or business income tax returns.

When We’ll Do It
This engagement will begin upon acceptance. This engagement is made on a time-and-materials, best-efforts basis.

What We Won’t Do
We will make no audit or other verification of the data you submit. We may provide reports which contain portions of financial information; these reports are for internal management use only. We will not provide any financial statements (other than those used for internal management purposes or tax professional for tax purposes) and will not perform any compilation, review or audit of any of the financial information. We do not at any time provide legal services of any type. We have not been requested to discover errors, misrepresentations, fraud, illegal acts, or theft, and therefore, have not included any procedures designed or intended to discover such acts, and you agree we have no responsibility to do so.

Services Outside the Scope of this Letter
You may request that we perform additional services at a future date not contemplated by this engagement letter. If this occurs, we will communicate with you regarding the scope and estimated cost of these additional services. Engagements for additional services will necessitate that we issue a separate engagement letter to reflect the obligations of both parties.

Financial Year
Our current accounting service year is 2025.  We will perform our services on your financial records for the calendar year beginning: and thereafter.

Our fee to review prior year financials is 70% of the current year annual fee.  This includes setting-up your beginning balances for the prior financial year; perform up to two financial check-ups; and  up to two hours of technical support.

If you require prior year 1099  and/or payroll compliance work, we will provide a quote for your required additional services.

Fees
Service Plan Level:

The annual fee is not subject to proration based on the date of acceptance.  The annual fee applies to the calendar year of your financial records as we’ll start with January and perform our financial check-ups and compliance assessments based on your financial data for the full calendar year.

Your monthly payments will start the month following acceptance of this agreement.  We’ll take the annual fee and spread it over the number of months remaining in the year.  Payments are due on the 5th day of each month.

Your service plan will automatically renew.  The annual fee is subject to change at any time.  You will be notified in advance accordingly.

Your account must remain current to ensure delivery of services. All payments are non-refundable.

QuickBooks Online Subscription

How will your QuickBooks Online subscription be set-up?

Payment Authorization
You agree to the following pre-authorized checking withdrawal agreement with Whitfield & Associates LLC:

You agree to monthly withdrawals from our checking account for payment of any set-up fees, deposits and monthly fees under this agreement, reimbursement for QuickBooks Online Wholesale Accounting and Payroll Subscriptions (if applicable).  Amounts are subject to change from time to time based on services provided and rate changes.

You hereby authorize Whitfield & Associates LLC to initiate debit entries to the bank account indicated below.

Enter your company's name, address and account information as shown on your bank account. 

Company Name on the Bank Account:  

Address on Account:   

City:    State:    Zip Code:   

Bank Routing Number (9 digits):

Account Number:

By signing this form, I understand I waive my right to receive additional prior notice of the deduction indicated above. I also authorize a $30.00 service charge for returned unpaid drafts from my bank. I agree to the above-marked automatic checking debit and will abide by any charge that is accrued for insufficient funds.

This authorization will remain in full force as indicated above, unless Whitfield & Associates LLC has received prior written notice from me at least 15 days before the scheduled withdrawal is due to take place.

Either party may cancel the agreement at any time.

We are pleased to have you as a client and hope this will begin a long and pleasant association. Please sign the document below.  You will receive a PDF copy of the signed engagement letter by email. 

Finance Administrator's Information

Provide the contact information for the person primarily responsible for bookkeeping.

First Name:

Last Name:

Email Address:

Mobile Phone Number:

Company:

Signed by :

Leave this empty:

Signature arrow sign here


Signature Certificate
Document name: Accounting & Compliance Services Engagement
lock iconUnique Document ID: a19adebbc8f8ac47722e923a139e97998611320b
Timestamp Audit
November 15, 2022 3:09 am CDTAccounting & Compliance Services Engagement Uploaded by Belinda Whitfield - support@churchcpa.com IP 67.162.21.175
July 21, 2023 6:47 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 40.138.137.183
August 6, 2023 10:40 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
August 6, 2023 10:40 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
August 6, 2023 10:50 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
August 6, 2023 10:50 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
August 6, 2023 10:56 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
August 6, 2023 10:56 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
August 6, 2023 10:58 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
August 6, 2023 10:58 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
August 6, 2023 4:37 pm CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
August 6, 2023 4:37 pm CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
August 7, 2023 1:06 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
August 7, 2023 1:06 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
August 7, 2023 1:06 am CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
September 7, 2023 6:23 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
September 7, 2023 6:23 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
September 7, 2023 6:23 am CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
October 25, 2023 3:46 pm CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
October 25, 2023 3:46 pm CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
October 25, 2023 3:46 pm CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
October 25, 2023 3:47 pm CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
October 25, 2023 3:47 pm CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
October 25, 2023 3:47 pm CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
October 28, 2023 7:21 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
October 28, 2023 7:21 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
October 28, 2023 7:21 am CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 2, 2023 7:34 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 2, 2023 7:34 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 2, 2023 7:34 am CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 2, 2023 7:41 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 2, 2023 7:41 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 2, 2023 7:41 am CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 3, 2023 5:30 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 3, 2023 5:30 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 3, 2023 5:30 am CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 3, 2023 5:34 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 3, 2023 5:34 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 3, 2023 5:34 am CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 3, 2023 5:47 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 3, 2023 5:47 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 3, 2023 5:47 am CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 3, 2023 5:27 pm CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 3, 2023 5:27 pm CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 3, 2023 5:27 pm CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 6, 2023 4:00 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 6, 2023 4:00 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 6, 2023 4:00 am CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 17, 2023 5:50 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 17, 2023 5:50 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 17, 2023 5:50 am CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 18, 2023 8:36 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 18, 2023 8:36 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 18, 2023 8:36 am CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 24, 2023 9:49 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 24, 2023 9:49 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
November 24, 2023 9:49 am CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70
December 16, 2024 6:36 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 73.74.69.145
December 16, 2024 6:36 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 73.74.69.145
December 16, 2024 6:36 am CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 73.74.69.145
December 1, 2025 11:33 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.162.21.175
December 1, 2025 11:33 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.162.21.175
December 1, 2025 11:33 am CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.162.21.175
December 1, 2025 11:36 am CDTAccounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.162.21.175
December 1, 2025 11:36 am CDTBilling Department - billing@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.162.21.175
December 1, 2025 11:36 am CDTMail Parser - rjwpabcs@mailparser.io added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 67.162.21.175
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