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Fee Letter
Generate compliant, professional engagement letters and fee proposals for accounting firms and financial advisors.
$5
fee-letter
Example session with this skill installed
Draft a fee letter for a new client (BVBA) for accounting, VAT, and annual accounts. Fixed fee of €500/month plus €1,500 for the year-end closing. Documents due by the 10th of every month.
- Read your context and instructions
- Compiled the fee-letter
[Concept Opdrachtbrief]
Diensten: Boekhouding, BTW en Jaarrekening.
Erelonen: Maandelijks forfait €500 + Jaarafsluiting €1.500 ( excl. BTW).
Niet inbegrepen: Begeleiding fiscale controles (uurtarief), subsidies.
Deadline: Aanlevering documenten uiterlijk de 10de van de maand via [KOFFER/PORTAAL].
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
Automate Professional Accounting Engagements
Drafting formal engagement letters (opdrachtbrieven) is a critical but time-consuming legal requirement for accounting firms. This skill automates the creation of professional, compliant drafts that clearly define the scope of work, fee structures, and mutual obligations between the accountant and client.
What it does
- Generates structured engagement letters based on ITAA-model guidelines and AML (Anti-Money Laundering) requirements.
- Clearly delineates services included in fixed fees versus those billed hourly (e.g., tax audits, special advisory).
- Drafts specific clauses for client responsibilities, document delivery deadlines, and GDPR compliance.
- Handles complex scenarios like successor accountant transitions and startup fee revisions.
Why use this skill
Manually drafting these letters often leads to vague scopes and future fee disputes. This skill ensures that every letter is granular—replacing "general assistance" with specific performance metrics. It acts as a jurisdictional and professional safeguard, ensuring mandatory rubrics like liability limits and indexation clauses are never overlooked. The output includes both a comprehensive legal draft and a one-page summary for client meetings.
Supported Frameworks
While optimized for the Belgian accounting landscape (ITAA standards), it can be adapted for any professional service firm requiring rigorous scope-of-work documentation and AML identification protocols.
Built by Nex AI. More skills and info at nex-ai.be and slopsome.com.
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Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
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