Who owns the consulting outputs?

It depends on the contract. Without an express assignment clause, the consultant typically retains ownership of materials created during the engagement. Clients should request an assignment of deliverables.

What is a retainer and how does it work?

A retainer is a monthly flat fee for the consultant's availability. The client pays a fixed amount, typically for an agreed number of hours or priority access.

How to handle the situation where the consultant is not satisfied with the client?

The contract should include a right of termination with a notice period (e.g. 30 days) and define what happens to ongoing obligations upon termination.

Must the consultant charge VAT?

Yes, if the consultant is VAT-registered or has exceeded the VAT registration threshold (€49,790 over 12 months in Slovakia). In that case invoices must include VAT.

Accountants & tax advisors Consulting agreement

Consulting agreement for Accountants & tax advisors

Beyond bookkeeping, many accountants also provide tax advice, financial analysis, and optimisation consultations. A consulting agreement separates these advisory outputs from standard accounting work and sets the corresponding fee. zipzipdoc generates it in 60 seconds.

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Accountants & tax advisors

An accountant or tax advisor needs an engagement letter, power of attorney and GDPR consent from every client. These documents are traditionally handled on paper. zipzipdoc digitalises the whole process — clients sign online before the first meeting.

Consulting agreement

For consultants providing expert advice. Hourly, retainer or project fee — AI tailors the terms.

When to use a Consulting agreement

Before starting a paid advisory relationship
When setting up a long-term retainer arrangement
When a client needs regular advice without a defined deliverable
For strategic advisory to investors or boards

What you get

Hourly and project rate
Retainer
Confidentiality
Ownership of deliverables

Benefits for Accountants & tax advisors

Online signing of engagement letters and powers of attorney
Automatic archive for audit
Bulk sending to clients

FAQ

Questions about Consulting agreement

Yes, unless a non-compete or exclusivity clause is agreed. Always state explicitly in the contract whether exclusivity is required.

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