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To create an Accounting Agreement, use the provided template and send it to the partner for signature. Begin by inputting the effective date of the agreement. Fill in the accountant's details, such as name (e.g., Met Daq), address (e.g., 123 Example Street, Miami, FL 12345), phone number (e.g., 123-456-7890), and email (e.g., accountant@example.com). Next, enter the client’s information: name (e.g., John Doe), address (e.g., 321 Client Example Street, Miami, FL 12345), phone number (e.g., 111-222-3333), and email (e.g., client@example.com). In Section 1, specify the accounting services offered, such as General Ledger, Financial Statement Preparation, Bookkeeping, Accounting System Setup, Payroll Services, and Business Tax Return Preparation.
