Fixed Price Agreement Builder

Fixed Price Agreement Builder

Mentoring 2 Mastery  ·  Steven D. Schlagel, CPA, PC

Client file:
1 · Client Info
2 · Dates & Fees
3 · Services
4 · Responsibilities
5 · Unanticipated
6 · Preview & Download
Letter & Client Details
Agreement Period
The twelve-month period ending on this date
Client must provide business return info by this date
Client must provide individual return info by this date
First payment date (Month Day, Year in document)
Fees
Enter dollar amount only (e.g., 1,500)
One-Time / Startup Fee (optional)
Leave blank to omit from document.
Professional Services
Select all services to include. Tax returns first, then advisory, then coaching.
Tax Returns
Corporate tax returns
Form 1120 / 1120-S — one entry per corporation
Include
Partnership tax returns
Form 1065 — one entry per partnership
Include
Individual income tax returns
Form 1040 — one entry per taxpayer / household
Include
Advisory Services
QuickBooks consulting
Consulting in QuickBooks for management of your business
Include
QuickBooks / systems coaching for bookkeeper
Coaching on QuickBooks, systems and processes for your bookkeeper
Include
Year-end tax planning meeting & projections
Meeting and preparation of tax projections
Include
Tax planning strategy development
Developing strategies to minimize tax burden and create tax-free income sources
Include
Monthly planning meetings
As needed and as initiated by you
Include
Business management coaching
Coaching on business management
Include
LLC asset protection consulting
Consulting as to the use of LLC entities in your asset protection strategy
Include
S corporation consulting
Consulting as to the benefits of implementing an S corporation for your business
Include
Corporate / LLC recordkeeping advice
Minutes, stock/unit records, leases, promissory notes, employee reimbursement documentation
Include
Unlimited access
Unlimited meetings, telephone calls and e-mails on all business, tax and financial matters
Always included
Coaching
7 Keys to Business Mastery coaching sessions
Individual coaching sessions on the 7 Keys
Include
Custom consulting / coaching sessions
Open-ended sessions — enter your own description
Include
Client Responsibilities
Select all items to include in the client responsibilities section.
Unanticipated Services
Standard language — edit as needed before generating the document.
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