Client Engagement Form

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Before you start

Please complete this form so Oliver Accounting can confirm your details, scope, access requirements and acceptance of the engagement terms. After signing, click Download signed PDF, then email it to andre@oliveraccounting.co.nz.

1. Client details

2. Business information

3. Services requested

Tick anything you would like Oliver Accounting to assist with.

4. Accounting systems and access

5. Records and documents

6. Engagement terms

Agreement

This agreement is between Oliver Accounting Ltd, trading as Oliver Accounting, and the client named in this form. Oliver Accounting Ltd provides bookkeeping and business administration services as an independent contractor.

Services

Oliver Accounting Ltd agrees to provide the services selected in this form, plus any other services agreed in writing with the client. Services may include Xero setup, chart of accounts setup, bank reconciliation, catch-up bookkeeping, GST support, accounts payable, accounts receivable, payroll support, reporting, bookkeeping support, business administration and related services.

Oliver Accounting Ltd will complete the services using reasonable care and skill, based on the information, records and access provided by the client.

Fees and approval of hours

The agreed hourly rate is $55 + GST per hour, unless otherwise agreed in writing.

Work will be completed on an as-needed basis and hours will be as agreed between Oliver Accounting Ltd and the client. Oliver Accounting Ltd may advise the client of work completed, time spent and the reason for the work. The client may approve the work and invoice before payment is made.

Invoices are payable within the payment terms stated on the invoice, unless otherwise agreed in writing.

Expenses

The client agrees to reimburse Oliver Accounting Ltd for any agreed out-of-pocket expenses incurred while providing the services.

Retainer

No retainer or advance payment is required unless agreed in writing.

Term

This agreement starts on the date signed by the client and continues on an ongoing basis until ended under the termination section below.

Termination

Either party may end this agreement by giving 30 days written notice. The client remains responsible for paying any outstanding invoices, approved work, completed work or agreed costs up to the termination date.

Client obligations

The client is responsible for providing complete and accurate records, documents, system access, bank information, explanations and other information needed for Oliver Accounting Ltd to complete the services.

Tax and advisory boundary

Oliver Accounting Ltd does not provide income tax return filing, tax advice, legal advice, audit services, assurance services or Chartered Accountant public practice services. The client should use a suitably qualified tax agent or Chartered Accountant for income tax returns, tax calculations, tax planning, advice and year-end sign-off.

Confidentiality

Oliver Accounting Ltd will keep client information confidential and will only disclose it where authorised by the client, required by law, or required to provide the agreed services.

Authority and access

By signing this form, the client authorises Oliver Accounting Ltd to access agreed accounting systems, bank feeds, business records, apps, third-party platforms and documents needed to provide the agreed services.

Governing law

This agreement is governed by the laws of New Zealand.

Limitation of liability

To the maximum extent permitted by law, Oliver Accounting Ltd is not liable for indirect, incidental, special or consequential loss, loss of profits, business interruption, loss of data, platform errors, bank feed errors, app errors, IRD penalties, interest or losses caused by missing, incorrect or incomplete information supplied by the client or third parties.

Entire agreement

This agreement, together with any written scope, pricing or service confirmation agreed between the parties, records the agreement between Oliver Accounting Ltd and the client.

7. Declaration and signature

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Please click Download signed PDF, then email the signed PDF to andre@oliveraccounting.co.nz.