ENGAGEMENT LETTER

Effective Date: [dd/mm/yyyy]

Parties involved with this engagement:

CLIENT NAME: [Client Name]

Accountants: TLB CONSULTANTS LTD
Trading Name: TLB Accountants

Platform: STERLING LEDGER ADVISORY LTD
Trading Name: Sterling Ledger

Thank you for choosing the Platform and engaging the accountants.

This Engagement Letter, together with our Terms and Conditions, Refund Policy, and Privacy Policy, forms a legally binding agreement between you and the accountant.

Role of the Platform

The services are introduced and administratively facilitated via the Platform, which operates solely as a service platform and intermediary.

The Platform does not provide regulated accounting or tax advice. All professional services, compliance work, and advisory responsibilities are carried out exclusively by the accountant.

Scope of Services

The accountant agrees to provide services as selected through the Platform, which may include: VAT registration, VAT return filing (including Flat Rate Scheme advisory where applicable), Self Assessment filing, preparation of statutory accounts, corporation tax returns, payroll services, management accounting, or business advisory support covered by the practice license.

Any additional services outside the agreed scope will require written confirmation and may incur additional fees.

Responsibilities of the Accountant

The accountant will perform services with reasonable skill, care, and diligence in accordance with UK law, HMRC regulations, and the Practice Licence provider’s Code of Ethics. Confidentiality, objectivity, and professional integrity will be maintained at all times.

Responsibilities of the Client

The Client is responsible for maintaining accurate accounting records and providing complete and timely information. The Client remains legally responsible for all statutory filings, registrations, and tax submissions.

The Client is responsible for safeguarding assets, preventing fraud, and ensuring compliance with applicable legislation.

Fees and Payment Terms

Fees will be agreed through the Platform based on the selected services.

Selected fees and terms below:

Service: VAT registration & VAT return filing Quarterly

Total annual commitment: [Annual]

Monthly direct debit: [Monthly]

Credit term of monthly payment: 12 Months

Confidentiality and Data Protection

All information obtained during this engagement will be treated as confidential, except where disclosure is required by law.

Anti-Money Laundering

Identity verification may be required in accordance with UK Anti-Money Laundering Regulations.

Limitation of Liability

The accountant’s liability shall be limited to the maximum extent permitted by law.

Termination

Either party may terminate this engagement with reasonable written notice.

Governing Law

This agreement shall be governed by the laws of England and Wales.

Authority to Act

You authorise the Accounting Firms to act on your behalf where reasonably necessary to deliver the agreed services.

Terms and Conditions

Provisional opt Out Period

You will not be charged during the initial provisional period.

Charges will begin automatically from the second billing month unless you cancel within your statutory cooling off period or any additional opt out window stated in our Refund Policy.

Minimum Contract Term

Your subscription runs for a minimum fixed period of twelve months unless cancelled during your statutory cooling off period.

Your Consumer Cancellation Rights

If you are a consumer, you have the right to cancel this agreement within 14 days.

Payment Terms

No charge is applied during the provisional opt out period
Monthly billing begins automatically after that period
Payments are collected using your authorized payment method
You authorize recurring billing in accordance with your selected service
Failed payments may result in service suspension after reasonable notice

Accepted by

Client: [Client Name]