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Bookkeeping Engagement Letter Template for Switzerland

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Key Requirements PROMPT example:

Bookkeeping Engagement Letter

"I need a Bookkeeping Engagement Letter under Swiss law for my tech startup based in Zurich, with special emphasis on handling cryptocurrency transactions and international payments, including detailed data protection clauses."

Document background
The Bookkeeping Engagement Letter serves as the foundational document for establishing a professional bookkeeping relationship under Swiss law. It is typically used when a company or individual engages a professional bookkeeper or accounting firm to maintain their financial records and provide related services. The document encompasses essential elements required by Swiss regulations, including compliance with the Swiss Code of Obligations, data protection laws, and professional standards. This engagement letter specifies the scope of services, professional fees, reporting requirements, and mutual obligations while ensuring alignment with Swiss accounting standards and regulatory requirements. It provides legal protection for both parties and clarity regarding service expectations, making it a crucial document for any professional bookkeeping arrangement in Switzerland.
Suggested Sections

1. Letterhead and Date: Professional letterhead including firm details and current date

2. Client Address: Full legal name and address of the client

3. Salutation: Professional greeting to the appropriate client contact

4. Service Description: Detailed outline of the bookkeeping services to be provided, including the scope and limitations

5. Client Responsibilities: Clear articulation of what the client must provide and their obligations

6. Professional Fees: Fee structure, billing arrangements, and payment terms

7. Timeline and Deliverables: Expected timeframes for service delivery and specific deliverables

8. Confidentiality and Data Protection: Commitments regarding data privacy and confidentiality in accordance with Swiss law

9. Term and Termination: Duration of the engagement and conditions for termination

10. Professional Standards: Reference to applicable professional standards and regulatory compliance

11. Signature Block: Space for both parties to sign and date the engagement letter

Optional Sections

1. Additional Services: Section describing potential additional services that may be required, used when the client might need services beyond basic bookkeeping

2. Team Structure: Description of key team members and their roles, used for larger engagements with multiple service providers

3. Dispute Resolution: Specific procedures for handling disputes, recommended for higher-value engagements

4. Insurance Coverage: Details of professional liability insurance, used when specifically requested by client or for high-risk engagements

5. Special Industry Requirements: Industry-specific requirements or compliance matters, used when client operates in regulated industries

Suggested Schedules

1. Schedule A - Detailed Service Scope: Comprehensive list of specific bookkeeping tasks and responsibilities

2. Schedule B - Fee Schedule: Detailed breakdown of fees, rates, and payment terms

3. Schedule C - Required Documentation: List of documents and information the client needs to provide

4. Appendix 1 - Data Protection Protocol: Specific procedures for handling and protecting client data in compliance with Swiss law

5. Appendix 2 - Service Level Agreement: Detailed performance metrics and service standards

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions




























Clauses

























Relevant Industries

Financial Services

Manufacturing

Retail

Technology

Healthcare

Professional Services

Hospitality

Real Estate

Construction

Non-Profit Organizations

Education

Agriculture

Small and Medium Enterprises

Start-ups

Family Offices

Relevant Teams

Finance

Accounting

Administration

Legal

Compliance

Operations

Executive Management

Treasury

Tax

Audit

Relevant Roles

Chief Financial Officer

Finance Director

Accounting Manager

Financial Controller

Bookkeeper

Accountant

Finance Manager

Business Owner

Managing Director

Company Secretary

Administrative Director

Small Business Owner

Startup Founder

Financial Analyst

Compliance Officer

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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