Ƶ

Accounting Retainer Agreement Template for Philippines

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Accounting Retainer Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Accounting Retainer Agreement

"I need an Accounting Retainer Agreement for my medium-sized manufacturing company in Manila, starting January 2025, that covers monthly bookkeeping, quarterly tax filing, and annual financial statements, with specific provisions for handling our international transactions."

Document background
The Accounting Retainer Agreement is essential for businesses in the Philippines seeking professional accounting services on a continuous basis. This document is typically used when a company requires regular accounting support, including bookkeeping, financial reporting, tax compliance, and advisory services. The agreement, governed by Philippine law, establishes the framework for the professional relationship, detailing service scope, fees, and responsibilities while ensuring compliance with the Philippine Accountancy Act, tax regulations, and other relevant laws. It provides legal protection for both parties and sets clear expectations for service delivery, making it a crucial document for businesses of all sizes seeking professional accounting support.
Suggested Sections

1. Parties: Identification of the accounting firm and the client, including their complete legal names, addresses, and tax identification numbers

2. Background: Context of the agreement, including the client's need for accounting services and the firm's qualifications

3. Definitions: Key terms used throughout the agreement, including technical accounting terms and agreement-specific definitions

4. Scope of Services: Detailed description of the accounting services to be provided, including regular and periodic services

5. Term and Renewal: Duration of the agreement and conditions for renewal or extension

6. Professional Fees and Payment Terms: Fee structure, payment schedule, and billing procedures

7. Rights and Obligations of the Parties: Detailed responsibilities and obligations of both the accounting firm and the client

8. Confidentiality and Data Protection: Provisions for handling confidential information in compliance with Philippine Data Privacy Act

9. Professional Standards and Compliance: Commitment to professional standards, ethics, and regulatory compliance

10. Termination: Conditions and procedures for terminating the agreement

11. Limitation of Liability: Extent and limitations of the accounting firm's liability

12. General Provisions: Standard clauses including governing law, amendments, notices, and dispute resolution

Optional Sections

1. Special Projects: Used when the client may require additional services beyond regular accounting work

2. Multi-branch Services: Include when services cover multiple business locations or subsidiaries

3. International Reporting Requirements: Added for clients with international operations or reporting obligations

4. Audit Cooperation: Include when the client requires coordination with external auditors

5. Software and Technology: Used when specific accounting software or technology platforms will be used

6. Staff Assignment: Include when specific personnel assignments need to be documented

7. Training and Support: Added when the agreement includes training services for client's staff

Suggested Schedules

1. Schedule A - Detailed Service Descriptions: Comprehensive list and description of all accounting services covered

2. Schedule B - Fee Schedule: Detailed breakdown of fees for different services and payment terms

3. Schedule C - Service Level Agreement: Specific timelines and performance metrics for service delivery

4. Schedule D - Required Client Documentation: List of documents and information the client must provide

5. Schedule E - Key Personnel: Details of key team members assigned to the client

6. Appendix 1 - Compliance Requirements: Relevant regulatory and compliance requirements applicable to the services

7. Appendix 2 - Data Protection Protocols: Specific procedures for handling and protecting client data

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
Clauses


































Relevant Industries

Professional Services

Financial Services

Manufacturing

Retail

Technology

Real Estate

Healthcare

Hospitality

Construction

Import/Export

E-commerce

Non-profit Organizations

Education

Relevant Teams

Finance

Accounting

Tax

Treasury

Compliance

Legal

Operations

Executive Management

Audit

Risk Management

Relevant Roles

Chief Financial Officer

Finance Director

Accounting Manager

Financial Controller

Business Owner

Managing Director

Chief Executive Officer

Finance Manager

Tax Manager

Compliance Officer

Treasury Manager

Company Secretary

Audit Manager

Operations Director

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Retainer Model Contract

A Philippine law-compliant model contract template for establishing professional retainer arrangements, defining service terms and ongoing professional relationships.

find out more

Retainer Agreement Letter

A Philippine law-governed agreement establishing terms for ongoing professional services provision under a retainer arrangement.

find out more

General Counsel Retainer Agreement

A Philippine law-governed agreement establishing a retainer arrangement between a law firm and client for ongoing legal services.

find out more

Contractor Retainer Agreement

A Philippine law-governed agreement establishing terms for ongoing contractor services on a retainer basis, ensuring compliance with local independent contractor regulations.

find out more

Business Retainer Agreement

A Philippine-law governed agreement establishing a retained services arrangement between a service provider and client, with regular payments for priority access to professional services.

find out more

Retainership Contract

A Philippine law-governed agreement establishing an ongoing professional service arrangement for regular fees between a service provider and client.

find out more

Joint Retainer Agreement

A Philippine law-governed agreement establishing terms for legal services provided to multiple clients, addressing joint representation, fees, and professional obligations.

find out more

Limited Retainer Agreement

A Philippine law-governed agreement defining limited scope legal services between attorney/law firm and client, including service boundaries and fee arrangements.

find out more

Expert Retainer Agreement

A Philippine law-governed agreement establishing terms for expert professional services engagement, including scope, fees, and obligations.

find out more

Retainer Letter

A Philippine-law governed document establishing ongoing legal services engagement terms between a legal service provider and client.

find out more

Accounting Retainer Agreement

A Philippine-law governed agreement establishing terms and conditions for ongoing professional accounting services between an accounting firm and its client.

find out more

Monthly Retainer Contract

A Philippine law-governed agreement establishing terms for recurring professional services on a monthly retainer basis.

find out more

Freelance Retainer Contract

A Philippine law-governed contract establishing terms for ongoing freelance services on a retainer basis.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

ұԾ’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ұԾ’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.