An employee handbook for accounting firms, marketing agencies, consultancies, and other professional services businesses.
Professional services firms — accounting, consulting, marketing, HR, and financial advisory — need handbooks that address client confidentiality, conflicts of interest, professional licensing, and billable time policies. Handbook Generator creates a handbook tailored to your firm.
Create My Professional Services Handbook → Free PreviewNo credit card · Preview free · $49 to download
Handbook Generator adds these professional services-specific sections that generic templates miss:
Yes. The handbook includes professional licensing references appropriate for accounting firms, including CPA licensing, CPE requirements, and independence standards for audit firms.
Yes. The handbook includes a non-solicitation provision covering client and employee non-solicitation for a defined period after departure. Note: enforceability varies by state — California does not enforce most non-solicitation agreements.
Yes. Select your remote work arrangement in the questionnaire (hybrid or fully remote). The handbook will include appropriate remote work policies including home office requirements and expense reimbursement.
Professional, compliant, and tailored for professional services businesses. $49 one-time — no subscription required.
Create My Professional Services Handbook →