Sample Consulting Agreement

The Neve Group, LTD.

Certified Public Accountants & Consultants
1000 Germantown Pike, Suite C-5
Plymouth Meeting, PA 19462-2483
(610) 278-8400 Tel.
(800) 887-1714 Fax
nevegroup.com

DacEasy Services Agreement

This agreement between The Neve Group, LTD. and Client is to confirm our mutual understanding of the terms of our engagement and the nature and limitations of the services we will provide.

We will assist you or your designated employees with the installation, implementation, configuration, or re-installation of DacEasy software products on your designated computer(s). If necessary, we will provide assistance and training as requested by you in setting up the installed software to function as agreed. Such assistance may require modifications to the windows registry or certain system files stored on your computer(s), and you consent to such modifications. We will instruct you and train your users on how to use the system according to your expressed needs.

Preliminary time estimates (if applicable) are based on our evaluation of the computer(s) you have, the extent of your involvement and the complexity of the engagement. Additional problems may become evident or additional work may be requested or required. It is understood that the time required to complete a designated task is subject to many variables and that no upper limit on time required to complete a designated task is implied by a preliminary estimate, either written on verbal. Should we encounter unusual circumstances that would require us to expand the scope of this engagement in order to complete the stated objectives, we will, of course, discuss them with you before beginning the additional work. Our policy is to adhere to generally accepted accounting principles (GAAP) in configuring the financial information to be generated from your computerized accounting system.

It is our recommendation that you obtain the latest available version of the DacEasy software packages you are implementing. This will assist us in training your specified users on the latest available features and benefits. The latest version available is DacEasy v2010 (release date June 2009). In addition, if specific forms or checks are required, we advise you to place your order early in the implementation process, since ten days to two weeks is generally required. DacEasy software modules and upgrades can be ordered directly from The Neve Group, LTD.

In addition, as a Sage Forms Partner, The Neve Group, LTD. can accommodate all of your forms/checks needs, at reasonable prices. Please advise us if you need to place an order for software or forms/checks. It is understood that this engagement does not include the audit, review, or compilation of any financial statements generated from your computerized accounting system, and we will not express an opinion or any form of assurance on them. It is understood that this engagement does not include the preparation of any income tax returns, and we will not provide any tax advice. Our engagement cannot be relied upon to disclose errors, irregularities or illegal acts, including fraud or defalcations that may exist. However, we will inform you of any such matters that come to our attention unless they are clearly inconsequential.

Our fees will be based on the actual time spent on the engagement, either on site or off site, at the standard DacEasy support rate of $145 per hour billed in quarter hour increments, such rate guaranteed for 90 days from the date of this agreement and subject to adjustment after that date without prior notice. Travel expenses are billed at a flat rate of $45 per hour and 55 cents per mile. Any other out of pocket expenses directly related to our engagement will be billable as reimbursable costs. . In the event that you REQUIRE our services be performed after 5 PM (based on Eastern Time Zone) or on Saturdays and/or Sundays, our support rate will be $170 per hour billed in quarter hour increments Invoices will be rendered at the conclusion of each calendar month at a minimum, and are payable upon receipt. Interest will be charged at the rate of 2% each month on balances past due 30 days. It is the policy of our firm to require a retainer in the amount of $500 to be paid prior to or at the commencement of services. This retainer will be applied against charges as incurred. If a credit card is placed on file (please complete the section on credit card at the end of this agreement) at the onset of our engagement, a retainer in NOT required.

It is also understood that consulting, tax planning, tax return preparation and other services provided by the firm of The Neve Group, LTD. are available and billed at other rates or under other price schedules (or engagement agreements) which will be provided upon request. It is further understood that DacEasy support services are billed periodically with payment due upon receipt of invoice on a pay as you go basis.

For purposes of this agreement, The Neve Group, LTD. services do not include the sale of any computer hardware, network software, service or peripherals. The Neve Group, LTD. will only provide network operating system consulting and/or revisions as it applies to the proper installation, configuration, and ongoing operation of DacEasy. As a Microsoft and DELL Partner, we can certainly handle network or computer hardware consulting if needed. If computer hardware and/or network assistance is required beyond or in conjunction with this engagement, hardware sales quotations and an Information Technology Services Agreement are available under separate cover, but are not part of this agreement. Please advise us if you need to discuss your other information technology requirements.

Our liability for damages with respect to the service provided shall in no event exceed the charges previously paid by our client for these services. The manufacturer of those products provides warranties for the computer software and hardware products installed as part of this engagement. We offer no warranties, expressed or implied, regarding the functionality of capabilities of the software of hardware products installed as part of this engagement.

We appreciate the opportunity to be of service to you. Please indicate your acceptance of this agreement by signing below in the space provided.

AGREED AND ACCEPTED BY:


_______________________________________________________________________
Representing Client (Date)

______________________________________________________________________
Print Name

By signing on the above line, I hereby personally guarantee payment for services provided.

If authorizing The Neve Group, LTD. to charge your invoiced fees (upon approval) to a credit card, please provide your credit card information below:

CARD (Circle One): VISA MASTERCARD AMERICAN EXPRESS


NUMBER: EXPIRATION DATE: _____________


NAME AS IT APPEARS ON CARD: _________________________________________________________


AUTHORIZATION SIGNATURE: ____________________________________________________________

Please execute this agreement and return via fax to 800-887-1714, or via US Mail to the above address

 

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Copyright © 2009 The Neve Group
Last modified: January 17, 2010