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How to use or fill out Bookkeeping Engagement Letter Samples and Templates

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Click ‘Get Form’ to open it in the editor.
Begin by filling in the Accountant/Bookkeeper's details at the top, including company name, contact name, and address.
In the 'THE PARTIES' section, enter the date and the names of both parties involved.
Select the services provided by checking all applicable boxes under 'SERVICES'.
Specify the payment structure in the 'FEES' section by selecting either per hour, fixed amount, or other.
Indicate how payments will be made in the 'PAYMENT' section by checking your preferred option.
Complete sections regarding expenses, retainer, term, and termination as applicable to your agreement.
Ensure all necessary signatures are added at the end of the document before finalizing.

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What should be included in an engagement letter?

To help you protect yourself and mitigate risk, these eight critical elements should be included in every engagement letter. CLIENT NAME. SCOPE OF SERVICES. CPA FIRM RESPONSIBILITIES. CLIENT RESPONSIBILITIES. DELIVERABLES. ENGAGEMENT TIMING. TERMINATION AND WITHDRAWAL. BILLING AND FEES.

What is an engagement letter in accounting?

The service provider typically prepares the Letter of Engagement, be it a law firm, accounting agency, consultancy, or any professional offering services.

Who typically prepares the engagement letter?

While not legally mandated, accountant engagement letters are industry best practice, and often required by professional accounting bodies. Carefully check for any excluded services, hidden fees, or limitations of liability in your engagement letter, and dont hesitate to ask for changes or clarification.

What does an engagement letter include?

An effective engagement letter identifies the services to be performed, each partys responsibilities, and the terms and conditions of the engagement. Ineffective engagement letters are overly brief, absent of key elements, and are poorly written.

What to write in an engagement letter?

Essential Elements of an Engagement Letter Identification of both parties. The scope of services. The period of engagement. The fee structure. Responsibilities of each party. Professional standards. Confirmation of terms and conditions.

Bookkeeping Engagement Letter Samples and Templates 2026

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How to use or fill out Bookkeeping Engagement Letter Samples and Templates

Complete this form in 5 minutes or less

Got questions?

What should be included in an engagement letter?

What is an engagement letter in accounting?

Who typically prepares the engagement letter?

What does an engagement letter include?

What to write in an engagement letter?

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Bookkeeping Engagement Letter Samples and Templates 2026

Here's how it works

How to use or fill out Bookkeeping Engagement Letter Samples and Templates

Complete this form in 5 minutes or less

Got questions?

What should be included in an engagement letter?

What is an engagement letter in accounting?

Who typically prepares the engagement letter?

What does an engagement letter include?

What to write in an engagement letter?

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