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    Fee Letter

    by Nex AI

    1

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

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    You say

    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.

    Your agent does

    [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].

    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

    Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.

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    Trust & safety

    Security scanned

    Verified clean 12 days ago

    Listed1 month ago
    Updated12 days ago

    Creator

    Founder of Nex AI. I build production-grade Claude Skills from systems that actually run: multi-tenant SaaS, Telegram agents, Raspberry Pi infrastructure, 3D multiplayer rooms. Every skill ships battle-tested patterns, not theory. 33+ open source skills published, commercial catalog growing.

    Frequently Asked Questions

    Popular in Finance, Legal & Accounting