including a sample engagement letter.
by ed mendlowitz
202 questions and answers: managing an accounting practice
question: some of my clients are getting older and are becoming unable to handle their own financial affairs and i have been asked if i could assist them. what is involved and how do i charge for it?
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response: many large firms provide “family office” services. this is a complete one-stop financial service that helps clients manage their money, pay their bills, collect their dividends and interest, and make sure insurance isn’t cancelled, mortgage, car lease or condo fee payments aren’t skipped, and tax payments paid on time.
following is a sample engagement letter that i use with clients needing such services. also, this letter provides a detailed description of what the service involves.
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