Helping CPAs focus on activities that represent the highest and best use of their time as they work to become a trusted advisor to their clients.
Introduction. The Engineered Advisory Accelerator is a resource hub for mid-market public accounting firms to connect with trusted consultative resources to allow them to better provide exceptional service to clients by functioning as trusted in-depth advisors. The program offers CPAs access to a full range of advisory services outside of their personal expertise. Accounting Firm Members have access to Client Advisory Partners, strengthening their network and building meaningful relationships.
Agreement and Term. The following sets forth an Accounting Firm Membership Agreement (the "Agreement") between Ability Resources, LLC ("ABLE") and the Member named below ("Member"), and is effective upon the signing date (the "Effective Date"). The initial term of this Agreement is for one year, commencing on the Effective Date (the "Initial Term"). This Agreement will automatically renew for additional one-year periods (each, a "Renewal Term" and collectively with the Initial Term, the "Term") unless either party delivers written notice to the other party of its intent to terminate this Agreement at least 30 days prior to the expiration of the then-current Term. Membership under this Agreement is made subject to the General Terms in Exhibit A of this Agreement, attached hereto and incorporated herein by this reference.
Fees. In consideration for the services, opportunities, and access to be provided by ABLE as described in Part Two below, Member will pay ABLE an annual Membership Fee, the amount of which will be dependent upon Member's annual firm revenue. For Members whose annual revenue is less than $3 million, the Membership Fee will be equal to $1,000.00 annually, with such fees due annually within 30 days following each anniversary of the Effective Date.
Membership Benefits
IN WITNESS WHEREOF, the parties have executed this Agreement, intending to be bound by all of Part One, Part Two and Exhibit A as of the last date of execution written below.
EXHIBIT A
General Terms
Introduction. The Engineered Advisory Accelerator is a resource hub for mid-market public accounting firms to connect with trusted consultative resources to allow them to better provide exceptional service to clients by functioning as trusted in-depth advisors. The program offers CPAs access to a full range of advisory services outside of their personal expertise. Accounting Firm Members have access to Client Advisory Partners, strengthening their network and building meaningful relationships.
Agreement and Term. The following sets forth an Accounting Firm Membership Agreement (the "Agreement") between Ability Resources, LLC ("ABLE") and the Member named below ("Member"), and is effective upon the signing date (the "Effective Date"). The initial term of this Agreement is for one year, commencing on the Effective Date (the "Initial Term"). This Agreement will automatically renew for additional one-year periods (each, a "Renewal Term" and collectively with the Initial Term, the "Term") unless either party delivers written notice to the other party of its intent to terminate this Agreement at least 30 days prior to the expiration of the then-current Term. Membership under this Agreement is made subject to the General Terms in Exhibit A of this Agreement, attached hereto and incorporated herein by this reference.
Fees. In consideration for the services, opportunities, and access to be provided by ABLE as described in Part Two below, Member will pay ABLE an annual Membership Fee, the amount of which will be dependent upon Member's annual firm revenue. For Members whose annual revenue is equal to or exceeds $3 million, the Membership Fee will be equal to $3,000 annually, with such fees due annually within 30 days following each anniversary of the Effective Date.
Membership Benefits
IN WITNESS WHEREOF, the parties have executed this Agreement, intending to be bound by all of Part One, Part Two and Exhibit A as of the last date of execution written below.
EXHIBIT A
General Terms