Letter of Engagement (Draft)

This draft auto-fills the basics from your intake so you can quickly generate a PDF. The full legal terms are in our DOCX version.

Parties

Client:
Contact: •

Scope of services

• Bookkeeping — monthly close and reconciliations
• Payroll — processing, filings, W‑2/1099
• Compliance support — FLSA/OSHA/ERISA/COBRA/FMLA resources

Fees

Package:
Billing: monthly, auto-debit when authorized.

Term

Month-to-month with anniversary billing. Either party may terminate with written notice per the DOCX terms.

Client responsibilities

• Provide timely and accurate information and access.
• Add Vista to your QuickBooks Online company (invite S.Sambrano@MariniaGroup.com).
• Review deliverables and notify us of discrepancies within 10 days.

Acceptance

By signing below, Client agrees to engage Vista Insurance & Financial Services per the scope and fee structure above and the standard terms in the DOCX Letter of Engagement.

Client representative

Signature: ____________________________ Date: _____________

Name & Title: _________________________

This PDF is for convenience and does not replace our full Letter of Engagement document.