Dinner By Design - Client Engagement Letter
The services provided by Technology In A Box, LLC may include any or all of the following:
- QuickBooks® Consulting
- QuickBooks® Training
- Fractional Controllership Services
- Outsourced Bookkeeping Services
- Computer Systems Implementation, Consulting and Support
It is understood that you are responsible for making all financial records and related information available to Technology In A Box, LLC as well as being responsible for the accuracy and completeness of that information. Technology In A Box, LLC will advise you about appropriate accounting principles and their application and will assist in the assembly of your accounting system, but the responsibility for the financial statements remains with you. Your responsibility includes the establishment and maintenance of adequate records and effective internal controls over financial reporting, the selection and application of accounting principles, and the safeguarding of assets. «CustomerName» is also responsible for identifying and ensuring that the entity complies with applicable laws and regulations.
Technology In A Box, LLC is not a CPA firm and does not perform CPA Services. Technology In A Box, LLC does not undertake to, and will not, provide any opinion or form of assurance on any financial statements in connection with these services and, accordingly, does not undertake to make inquiries or perform other procedures to verify, corroborate, or review information supplied by you. In addition, those financial statements may contain departures from generally accepted accounting principles or any other comprehensive basis of accounting. The financial reports contained within your QuickBooks or other software data file, which Technology In A Box, LLC may or may not materially modify as part of this engagement, are not intended for submission to third parties. Our engagement cannot be relied upon to disclose errors, fraud, and illegal acts, including fraud or defalcations that may exist.
Fees
The fee for these services couldl be:
| Project Manager / Executive Director | $150 an hour for Project Planning, Review, Consulting and Supervision |
| Systems Architect | $150 an hour for Financial and Information Systems Architecture and Design |
| Fractional Controller | $135 an hour for Controllership Services |
| Systems Engineer / Inventory Specialist | $135 an hour for Information and Inventory Systems Implementation & Support |
| Accounting Consultant | $125 an hour for Accounting System Consulting, Set-up and Clean-up |
| Computer Systems Consultant | $125 an hour for Computer Systems Maintenance and Hardware Changes |
| Outsourced Bookkeeper | $ 60 an hour for Outsourced Bookkeeping Services |
You will also be responsible for any other additional out-of-pocket expenses purchased for this engagement, mileage reimbursement at $.505/mile from the Technology In A Box, LLC offices, and/or travel time at half the normal rate. A one-hour minimum charge applies to all on-site appointments.
Fees are paid on a Prepayment Basis or at time of service only. If you prepay for a block of hours, we will include a 5% discount. For example, 20 hours prepaid at $125/hr = $2,500, less a 5% Prepay Discount = $2,375. Invoices for the current status of the prepayment balance will be rendered as work is completed. It is important that these bills be paid promptly when rendered. Services for subsequent assignments are contingent upon the presence of a prepaid balance and/or the absence of any outstanding balance. Additionally, if an appointment is cancelled with or without notice 36 hours from a scheduled appointment, you will be responsible to pay half the fees for the scheduled appointment time.
It is understood that either party may terminate this agreement at any time, for any reason, within 10 days of written notice to the other party. It is understood that any unpaid services that are outstanding at the date of termination are to be paid in full within 10 days from the date of termination. If our fees for these services are less than retainer amounts paid, we will, of course, credit your account or refund the difference. You agree to pay Technology In A Box, LLC all expenses incurred by Technology In A Box, LLC in the collection of any outstanding balance for services provided and out of pocket expenses incurred by Technology In A Box, LLC. You will be obligated to compensate us for all time expended and to reimburse us for all out-of-pocket expenditures through the date of termination. Additionally, a 1% service charge per month will be applied to all delinquent accounts that are 30 days or more past due.
In accordance with our firm's policies, work may be suspended if your account becomes ten days past due and, upon written notice, may not be resumed until your account is paid in full. If we elect to terminate our services for nonpayment, our Agreement will be deemed to have been completed.
You may request that we perform additional services not contemplated by this engagement letter. If this occurs, we will communicate with you regarding the scope of the additional services and the estimated fee. We also may issue a separate engagement letter covering the additional services. In the absence of any other written communication from us documenting such additional services, our services will continue to be governed by the terms of this engagement letter.
Our Associates
At Technology In A Box, LLC, it is our goal to provide clients with services that add value. As you can appreciate, our most valuable asset is our staff. Our firm invests a great deal of time and effort to train our staff, as well as substantial financial resources to attract and retain top professionals. Accordingly, you and any of your affiliates will not attempt to employ or contract our staff or any representative of Technology In A Box, LLC on either a part-time or full-time basis. In the event that a member of our staff is hired or contracted by you or any of your affiliates, then you agree to pay Technology In A Box, LLC 50% of the individual’s current year’s annualized compensation. This agreement shall remain in effect for one year subsequent to termination, by either party, of this engagement. This fee is due upon commencement of employment or contracted engagement.
Quality Review
The parties agree to, and hereby consent to participate in, Technology In A Box, LLC’s policy of in-house Quality Review. Technology In A Box, LLC subscribes to a policy of quality review to maintain the highest quality of product produced by our firm. As part of this program, all of the major services performed under this Agreement will be reviewed within Technology In A Box, LLC under strict rules of confidentiality. The price for this review is included in the above professional services.
Computer Systems Support
When you place an order for hardware or software through Technology In A Box, LLC, changes to the specified equipment, quantities, cable/fiber type or lengths, method of installation or other after the order has been placed, may incur additional time, equipment and/or labor costs. If issues arise in regard to hardware and/or software configurations, Technology In A Box, LLC will make its best effort to resolve these issues including returning equipment to distributors and manufacturers, if allowed. You will be responsible for any cost related to such returns, including any repackaging, restocking, or other fees.
You understand that in the course of design, development, installation, set up, maintenance and service of computer systems, including any hardware and software, various unforeseen complications or issues may arise which can (a) delay implementation of the system, (b) require additional or different hardware or software, and/or (c) require additional service labor hours to resolve. Technology In A Box, LLC will advise you of any such complications and additional costs, and will not proceed until approved in writing by you. Even if you decide not to proceed «CustomerName» shall be liable for the products and services provided under this Agreement.
Unless otherwise stated in writing, TECHNOLOGY IN A BOX, LLC MAKES NO WARRANTIES, EXPRESS OR IMPLIED, INCLUDING SPECIFICALLY, ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE AS TO THE SERVICES SUPPLIED UNDER THIS AGREEMENT.
Technology In A Box, LLC shall have no liability to the you for any claims, losses, expenses, costs, or damages whatsoever, including without limitation, special, incidental, consequential or compensatory, direct or indirect damages for personal injury, loss of business profits, business interruption, loss of business information, or other loss arising from the installation, use and maintenance of hardware, software, services or products provided, even if Technology In A Box, LLC has been advised of the possibility of such damages. You understand that there are inherent and real risks when a computer or network is connected in any way to the Internet, regardless of any firewall or other protective measure installed or configured, and assumes all liability related to the operation of the network and connections to the internet. Technology In A Box, LLC does not provide any warranty on hardware or software sold or provided to you. The only warranty available on hardware or software is the written warranty provided by the manufacturer, if any.
Your remedy for any breach by Technology In A Box, LLC under this Agreement, whether based on contract, warranty, negligence, indemnification, strict liability or otherwise, will be limited to (i) the refund of any amounts already paid to it, or (ii) the repair or replacement of any products sold by Technology In A Box, LLC to you, or (iii) the correction of any materials prepared and delivered by Technology In A Box, LLC The selection of remedies shall be in Technology In A Box LLC’s sole and exclusive discretion.
You agree to indemnify and hold Technology In A Box, LLC harmless from and against all claims, costs, damages, and expenses (including attorney and other professional fees) resulting from your breach of this Agreement.
These terms and conditions shall apply for any and all services provided by Technology In A Box, LLC, including services provided in the future, unless otherwise agreed to in writing by both you and Technology In A Box, LLC. Even if any term or provision of this Agreement is prohibited or unenforceable in any circumstance, the remainder of this Agreement or the application of the term or provision in other circumstances shall remain in full force and effect. And, each other term and provision of this Agreement shall be valid and enforceable to the fullest extent permitted by law.
Authorization
This agreement supersedes any previous understanding, written or implied, between Technology In A BoxTM, LLC and you, and may only be modified in writing signed by you and Technology In A Box, LLC.
I acknowledge that I am authorized by the Company to contract with Technology In A Box, LLC, for the performance of services mentioned herein, and that my signature is binding on the Company.
If you agree that the above adequately sets forth your understanding of our mutual responsibilities, please authorize this agreement and return it to our office. A copy is provided for your records.
