Every engagement, in writing.
We say every engagement begins in writing. Here is what that document looks like. Select any section to see why it is there.
Back-office support
01 · Parties and purpose
This scope is between [Client name] and Corvane Ashmoor & Co. LLC. Its purpose is to [bring receivables current and set up a weekly billing rhythm].
02 · Scope of work
- Issue invoices for delivered work within one business day
- Review open receivables weekly and follow up in writing
- Maintain a renewal and filing calendar
03 · Out of scope and licensed work
Tax advice and return preparation remain with the client's CPA. Legal questions are referred to the client's attorney. We do not hold or move client funds.
04 · Deliverables and timeline
- Week 1: intake and current-state summary
- Weekly: receivables report
- Monthly: summary of work performed
05 · Fee and billing
Monthly retainer of [$ amount], invoiced on the first business day of each month. Agency or filing fees, if any, are passed through at cost with approval.
06 · Records, ownership and confidentiality
All records, accounts and systems created for the client belong to the client and are handed over in full on request or at close. Information is shared only with parties the client authorizes.
07 · Term and changes
Begins on signature and continues month to month. Either party may end it with [30] days' written notice. Changes to scope are made in writing.
Parties and purpose
Who the engagement is between, and the problem it solves, in one paragraph.
Scope of work
Exactly what we will do. If it is not listed here, it is not included until both sides agree in writing.
Out of scope and licensed work
What we will not do, and which parts belong to a licensed professional. Naming this up front is how we stay inside our lane.
Deliverables and timeline
What you receive, and when.
Fee and billing
How we charge, agreed before work starts. No surprise line items.
Records, ownership and confidentiality
Your files stay yours. Shared only with you and those you authorize.
Term and changes
How the engagement starts, changes and ends.
Illustrative sample only; not a contract or legal advice. Each engagement's scope is written for that client.
Start your scope →Let's put it in writing.
Tell us what you need handled. Within one business day you will have a reply, and before any work begins, a written scope and fee.