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1. Additional Services: Description of additional services available beyond basic bookkeeping, used when offering expanded service options

2. Software and Systems: Details about specific accounting software or systems to be used, included when the firm requires use of specific platforms

3. Team Structure: Information about key team members and their roles, included for larger engagements or when requested

4. Dispute Resolution: Specific procedures for handling disagreements, included for higher-value engagements

5. Insurance Coverage: Details of professional indemnity insurance, included when required by regulation or client request

6. Third-Party Access: Terms for sharing information with third parties like tax advisors, included when relevant to the engagement

1. Fee Schedule: Detailed breakdown of fees for different services and additional charges

2. Service Details: Comprehensive list of specific bookkeeping tasks and their frequency

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

4. Reporting Template: Sample format of regular financial reports to be provided

5. Data Protection Procedures: Detailed procedures for handling and protecting client data

6. Software Guidelines: Instructions for using any required accounting software or systems