CA engagement Statement of Work template
A ready-to-send statement of work for financial services work. Everything below is fully editable — client name, dates and totals become live variables, every priced item turns into an interactive block your client can accept, e-sign and pay in one link. GST, UPI and Razorpay built in.
Free to start · no credit card · your first proposal in minutes.
Advisory & books · Statement of Work
CA engagement
for Acme Industries
Clean numbers and decisions you can trust.
Prepared by Your Studio · 1 August 2026 · Valid until 31 August 2026
Monthly Close | Compliant Filings | Advisory On call |
Prepared for Acme Industries by Your Studio · 1 August 2026. This Statement of Work covers the delivery of CA engagement against the acceptance criteria below.
Where you are — and where we take you
Today Books are behind, filings are last-minute, and decisions run on guesswork. |
After this engagement Clean monthly books, on-time compliance and advisory you can plan around. |
Scope of work
01 | Setup. Chart of accounts and systems for your CA engagement. |
02 | Bookkeeping. Accurate, reconciled monthly books. |
03 | Compliance. GST, TDS and statutory filings on time. |
04 | Advisory. Cashflow, budgeting and decision support. |
Deliverables & timeline
| Deliverable | Timeline |
|---|---|
| System setup | Week 1 |
| Monthly books | Monthly |
| Filings | Per due date |
| Advisory review | Monthly |
Acceptance criteria
- All deliverables reviewed and approved in writing by Acme Industries.
- Two revision rounds included per deliverable.
- Final handover includes documentation and source files.
Investment
| Item | Amount |
|---|---|
| Discovery & planning | ₹10,000 |
| CA engagement — core delivery | ₹25,000 |
| Reviews, QA & launch | ₹7,500 |
| Handover, documentation & 30-day support | ₹7,500 |
| Total (incl. 18% GST) | ₹50,000 |
A 50% deposit confirms the engagement; the balance is due on delivery. Prices include 18% GST.
Agreement
By signing below, Your Studio and Acme Industries agree to the scope, timeline and commercial terms in this document, effective from the date of signing.
For Your Studio
Signature · Date 1 August 2026 |
For Acme Industries
Signature · Date |
Make it yours in minutes
Sign up free, edit this template, and send a link your client can sign and pay.
Use this template free →