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1. Anti-Money Laundering Compliance: Required when services involve financial transactions exceeding certain thresholds or high-risk activities

2. Third-Party Service Providers: Include when the firm may need to engage other professionals or services

3. Intellectual Property Rights: Required when services involve creation of custom accounting software, templates, or methodologies

4. Data Protection and Storage: Detailed section needed when handling significant personal or sensitive data

5. International Services: Include when client has international operations or requires cross-border services

6. Insurance Coverage: Detailed insurance terms needed for high-value engagements or high-risk services

7. Staff Assignment: Include when specific personnel are key to service delivery or when team composition is important to the client

1. Schedule A - Detailed Service Description: Comprehensive list and description of all accounting services covered under the retainer

2. Schedule B - Fee Structure: Detailed breakdown of fees, including hourly rates, retainer calculations, and additional service charges

3. Schedule C - Service Level Agreement: Specific performance metrics, response times, and service standards

4. Schedule D - Reporting Requirements: Details of required reports, their frequency, and format

5. Appendix 1 - Key Personnel: List of key team members and their qualifications assigned to the client

6. Appendix 2 - Compliance Requirements: Specific regulatory and professional standards applicable to the engagement

7. Appendix 3 - Document Retention Policy: Details of how and for how long different types of documents will be retained