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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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    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.

    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.

    Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Finance & Accounting.

    • Requires manual verification of latest local ITAA legal templates.
    • Does not automatically calculate tax rates: input required.
    • Requires local office liability limits to be manually added.

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    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before buying a skill.

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    Trust & safety

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    Security scan passed 3 months ago

    Permissions

    Terminal / Shell
    Listed5 months ago
    Updated3 months ago

    What's inside

    Frequently Asked Questions

    This skill automates the creation of ITAA-compliant engagement letters, ensuring that complex legal clauses, fee indexing, and specific scope-of-work definitions are accurately captured to prevent future fee disputes.

    The skill generates a comprehensive, legally-binding draft (opdrachtbrief) following ITAA guidelines, alongside a concise one-page summary ideal for presenting to clients during onboarding meetings.

    Yes, while it is optimized for Belgian ITAA standards, the skill is designed to be flexible; you can provide specific firm details or regional AML requirements during the input phase to customize the output.

    As a standard AI agent skill, it is compatible with most major LLMs (like GPT-4 or Claude) and can be easily integrated into your existing AI workspace or automation platform.

    You receive the full skill logic designed for generating professional engagements, along with any subsequent logic updates or improvements made to reflect changes in accounting regulations.

    The skill includes specialized logic to handle successor accountant transitions, startup-specific fee structures, and the delineation between fixed-fee packages and variable hourly billing.

    New in Finance & Accounting