Industries/Professional Services/Bookkeepers & Accountants

Bookkeepers & Accountants.

Engagement letters, TPB compliance and outsourced services.

Who we advise

Registered BAS agents and tax agents operate under the Tax Practitioners Board Code of Professional Conduct alongside standard PI exposure. We draft engagement letters, outsourcing agreements and referral arrangements aligned to TPB obligations.

What we do for bookkeepers & accountants

• Engagement letters

  TPB-aligned client engagement letters and disengagement templates.

• Outsourcing

  Offshore processing agreements with client-consent frameworks.

• Firm sale

  Buying and selling books of business, including client-transfer letters.

Examples we're pulled in on

• TPB Code and safe-harbour eligibility
• Scope-limited engagement letters
• Offshore outsourcing and client-consent
• Trust-account and money-handling risk

FAQs

Do you help with a TPB complaint?

Yes — we act on TPB investigations and code-of-conduct matters.

Keep reading