How CAQA Accounting engagements are scoped, delivered and reviewed, and what we ask of clients.
These Client Engagement Terms explain how professional work is commissioned and delivered by CAQA Accounting, part of CAQA Groups and an initiative of Career Calling International Pty Ltd (ABN 53 162 651 238). Client work is performed under an agreed proposal, quote, service agreement, retainer or written scope. The scope will identify the deliverables, assumptions, client responsibilities, fees, payment terms, timelines and review process. Clients are responsible for providing accurate, complete and timely information. Work outside the agreed scope may require a variation, additional fee or revised timeline.
Our clients are education providers, including RTOs, CRICOS and ELICOS providers and higher education institutions, alongside startups, SMEs and larger businesses. Engagements cover accounting, taxation, bookkeeping, payroll, financial viability risk assessment (FVRA) preparation, budgeting and forecasting, compliance audits, ASIC, ATO and ASQA reporting, grant and funding application support and ongoing advisory arrangements.
Engagements begin with an enquiry through our contact page, by email to info@caqa.com.au or by phone on 1800 266 160. After an initial discussion we will confirm whether we can act, identify any conflicts, and issue a written proposal or engagement letter. Work commences only once the engagement document is accepted. Nothing on this website, and no preliminary conversation, creates an engagement on its own.
Accounting and FVRA work is only as reliable as the records behind it. Clients must provide complete and accurate records and information relevant to the engagement, which may include bank statements, general ledgers and trial balances, payroll records, contracts, loan and lease documents, student enrolment and fee data, funding agreements and prior lodgements. Clients must also tell us promptly about anything that changes during the engagement, such as new liabilities, ownership changes or regulator correspondence. We rely on the information provided to us and, unless expressly agreed otherwise, we do not audit or independently verify it. Incomplete, inaccurate or late records can change our conclusions, delay deliverables and may require a revised scope or fee.
Fees are set out in the engagement document as a fixed fee, a retainer or an estimate based on agreed rates. Invoices are issued and payable in accordance with the payment terms stated in that document. No payments are taken through this website, and we do not store payment details on it. Where an engagement is cancelled after work has commenced, fees are payable for work performed and costs committed up to the date of cancellation, unless the engagement document states otherwise. Nothing in these terms limits rights that may apply under the Australian Consumer Law.
Each scope states the expected timeline and the number of review rounds included. Timelines assume that client records, approvals and responses arrive when agreed; regulator deadlines, such as FVRA submission dates, are managed jointly and depend on the client providing material in time. Draft deliverables should be reviewed carefully, and comments returned within the agreed review window so that lodgement or delivery dates can be met.
Requests that fall outside the agreed scope, including additional entities, additional reporting periods, re-work caused by revised source records, or new regulator requests, will be handled as a variation. We will explain the impact on fees and timelines and proceed only after the variation is approved.
Information shared with us during an engagement is protected in line with our Confidentiality Policy, and personal information is handled under our Privacy Policy. We do not disclose client information except as authorised, required by law or requested by a regulator with proper authority.
Deliverables are prepared for the purpose stated in the engagement document and are based on the information supplied by the client and the regulatory settings current at the time. They are not personal financial advice, legal advice or tax advice beyond that stated purpose, and outcomes decided by ASQA, the ATO, ASIC, funding bodies or other authorities remain outside our control, as explained in our Tax and Financial Disclaimer.
Either party may end an engagement in accordance with the engagement document. On termination we will deliver completed work, return client records on request and invoice for work performed to date. Obligations relating to confidentiality and privacy survive the end of the engagement.
To discuss a current or proposed engagement, contact us at info@caqa.com.au, on 1800 266 160, through our contact page, or by mail at 2/10 Lawn Court, Craigieburn, VIC 3064.
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