Accounting firms and the businesses they serve get a clear engagement document that lists recurring bookkeeping tasks, reporting deadlines, and the work that triggers separate billing.
What's Included
- Recurring deliverables: Reconciliations, payroll, and monthly close tasks by date.
- Reporting cadence: Financial statements, KPIs, and the schedule for delivery.
- System access: Software, accounts, and credentials needed to do the work.
- Out-of-scope work: Audits, tax prep, or cleanup billed outside the retainer.
How To Use
- Clone this SOW into Taskade and list recurring accounting tasks.
- Set the monthly close calendar and reporting deadlines.
- Document software access and out-of-scope exclusions.
- Assign an AI agent to flag overdue close tasks before the deadline.
Keep the close on schedule with a Taskade automation, or explore more scope-of-work templates for professional services.