Diagnostics Engagement

324 Datura Street Ste. 150 West Palm Beach, FL 33401

Office: (800) 837-2193 Fax: (561) 921-8786 Email: info@verabooks.com


October 26, 2020





Dear :

We appreciate the opportunity to provide QuickBooks® diagnostic services to .  To ensure a complete understanding between us, this letter will describe the scope and limitations of the services we will provide for you.   will be the contact person for this engagement.

What We’ll Do

We will review the data in the QuickBooks file and supporting documents for that are related to the following issues.


 After our review, we will prepare a recommendation for each issue you have listed. These recommendations may include correcting journal entries, suggested training, or changes in QuickBooks lists, company settings, or other features. Upon your approval, we will then execute and implement the above recommendations. All data and supporting documents will be provided by you.

What We Won’t Do

We will make no attempt to adjust the records to reflect generally accepted accounting principles nor to reflect proper tax recordkeeping. We will make no audit or other verification of the data you submit. We may provide reports which contain portions of financial information; these reports are for internal management use only. We will not provide any financial statements and will not perform any compilation, review or audit of any of the financial information. We do not at any time provide legal services of any type. We have not been requested to discover errors, misrepresentations, fraud, illegal acts, or theft, and therefore, have not included any procedures designed or intended to discover such acts, and you agree we have no responsibility to do so.

What We Need from You

In order to complete the QuickBooks diagnostic service, we will need to obtain information on a timely and periodic basis from your company. These items include the data file, supporting documents, answers to any question we might have, and any other information that we may require to complete the work of this engagement. These items and any other items that we obtain from you will be based on information provided by you and will be used without any further verification or investigation on our part.

When We’ll Do It

This engagement will begin on 01-01-1970  and is estimated to end on 01-01-1970. This engagement is made on a time-and-materials, best-efforts basis.

Hardware and Software Warranties

During the course of the engagement, we may recommend a purchase and installation of computer or technological hardware, software, communications, or services by your company. Warranties, to the extent they exist, are provided only by the manufacturer/vendor of those computer products.

Services Outside the Scope of this Letter

You may request that we perform additional services at a future date not contemplated by this engagement letter. If this occurs, we will communicate with you regarding the scope and estimated cost of these additional services.  Engagements for additional services will necessitate that we issue a separate engagement letter to reflect the obligations of both parties.


Our fee for these services will be 125.00 (per hour or flat fee), plus any out-of-pocket expenses. Invoices will be rendered monthly and are payable on presentation.


We are pleased to have you as a client and hope this will begin a long and pleasant association.   Please date and sign a copy of this letter and return it to us to acknowledge your agreement with the terms of this engagement.

Leave this empty:

Signed by Rick Charles
Signed On: October 13, 2019

Signature Certificate
Document name: Diagnostics Engagement
Unique Document ID: 2ef5562c0572adf2f4ed27d8a5e406c69b4bbeae
Timestamp Audit
October 6, 2019 6:21 pm EDTDiagnostics Engagement Uploaded by Rick Charles - info@verabooks.com IP
October 6, 2019 9:35 pm EDTRick Charles - info@advancedgloballlc.com added by - as a CC'd Recipient Ip:
October 13, 2019 6:31 pm EDTRick Charles - info@advancedgloballlc.com added by - as a CC'd Recipient Ip:
October 13, 2019 6:52 pm EDTRick Charles - info@advancedgloballlc.com added by - as a CC'd Recipient Ip: