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    Fee Letter

    5

    Generate compliant, professional engagement letters and fee proposals for accounting firms and financial advisors.

    $5

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    Converts to your local currency at checkout

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    fee-letter

    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

    Draft ITAA-compliant engagement letters for new accounting clients.Define clear boundaries between fixed-fee services and hourly-billed work.Create one-page fee summaries for introductory client meetings.Include mandatory AML and GDPR clauses specifically for financial professions.

    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.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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    2. 2

      Unzip into your skills folder

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    3. 3

      Ask your agent to use it

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    Security scanned

    Verified clean 1 month ago

    • Passed all security checks, Safe to install

    Listed3 months ago
    Updated1 month ago

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