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1. Parties: Identifies and provides details of the service provider (accounting firm) and the client
2. Background: Explains the context and purpose of the agreement
3. Definitions: Defines key terms used throughout the agreement
4. Scope of Services: Detailed description of the accounting services to be provided
5. Service Levels and Performance Standards: Specifies the agreed service levels, KPIs, and performance metrics
6. Service Provider Obligations: Details the accounting firm's responsibilities and commitments
7. Client Obligations: Specifies the client's responsibilities and required cooperation
8. Data Protection and Confidentiality: Addresses handling of financial data and confidential information
9. Professional Standards and Compliance: Outlines compliance with Philippine accounting standards and regulations
10. Fees and Payment Terms: Details the fee structure, payment schedule, and related terms
11. Term and Termination: Specifies agreement duration and termination conditions
12. Dispute Resolution: Outlines procedures for handling disputes
13. General Provisions: Includes standard legal clauses such as governing law, amendments, and notices
1. Disaster Recovery and Business Continuity: Required for clients needing specific assurance about service continuation during disruptions
2. Third-Party Integration: Needed when accounting services must integrate with client's other service providers or systems
3. International Reporting Requirements: Required for clients with international operations or reporting obligations
4. Audit Support Services: Include when the scope covers support during external audits
5. Staff Qualifications and Training: Important for clients requiring specific professional qualifications or certifications
6. Intellectual Property Rights: Required when custom accounting tools or software are part of the service
7. Change Management: Needed for complex engagements where service requirements may evolve
1. Schedule A - Detailed Service Descriptions: Comprehensive breakdown of each accounting service and deliverable
2. Schedule B - Service Level Metrics and Calculations: Detailed methodology for measuring and calculating service level performance
3. Schedule C - Fee Schedule: Detailed breakdown of fees, rates, and charging mechanisms
4. Schedule D - Reporting Templates: Standard formats for regular service reports and performance metrics
5. Schedule E - Contact Details and Escalation Matrix: Key personnel and communication protocols
6. Schedule F - Data Security Standards: Specific data protection and security protocols
7. Appendix 1 - Professional Standards Compliance: Details of applicable Philippine accounting standards and compliance requirements
8. Appendix 2 - System Requirements: Technical specifications for any software or systems used in service delivery
Professional Services
Financial Services
Business Process Outsourcing
Banking and Finance
Technology and Software
Manufacturing
Retail and Distribution
Healthcare
Real Estate
Non-Profit Organizations
Education
Government and Public Sector
Finance
Accounting
Compliance
Procurement
Operations
Risk Management
Internal Audit
Treasury
Legal
Information Technology
Data Protection
Business Process Management
Chief Financial Officer
Finance Director
Accounting Manager
Financial Controller
Compliance Officer
Procurement Manager
Business Operations Manager
Account Director
Service Delivery Manager
Risk Management Officer
Internal Audit Manager
Treasury Manager
Financial Planning Analyst
Business Process Manager
Data Protection Officer
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