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Letter of engagement for bookkeeping services

Monthly bookkeeping engagement letter 2026

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The document outlines the engagement terms for bookkeeping services provided by Add-Vantage Bookkeeping, detailing basic services, financial statement preparation, consultation services, and income tax return assistance. It specifies fees, responsibilities of the client, and additional service options while emphasizing that all invoices are due upon receipt.

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Click ‘Get Form’ to open the monthly bookkeeping engagement letter in the editor.
Begin by reviewing the 'Bookkeeping Services List' section. Here, you will find a comprehensive list of services offered. Check the boxes next to the services you wish to engage.
Fill in the 'Required Frequency' fields for both bookkeeping and financial statements, specifying how often you would like these services rendered.
In the 'Consultation Services' section, indicate any additional consultations needed by checking the relevant boxes and filling in any required details.
Complete the 'Client Signature', 'Date', 'Client Name printed', and 'Company Name' fields at the bottom of the form to finalize your engagement.

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2013	4.8 Satisfied (108 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the main purpose of the engagement letter?

Engagement letters help prevent miscommunication and disputes down the road by clearly defining the relationships terms from the onset. For accounting firms, engagement letters arent just a best practice. Theyre an absolute necessity to protect both the firm and its clients.

Do accountants need an engagement letter?

Accounting Engagement Letters are crucial documents designed to kick-off the clients onboarding process, mitigate risks, avoid misunderstandings, and prevent scope creep.

How much do you charge for monthly bookkeeping?

The average monthly cost for bookkeeping services can vary significantly based on several factors. Small businesses typically spend between $500 and $2,500 monthly, depending on their specific needs and the complexity of their financial activities.

What is an example of a letter of engagement?

We are pleased to accept the instruction to act as your bookkeeper/accountant and we are writing to confirm the terms of our appointment. The purpose of this letter is to set out our terms for carrying out the work and to clarify our respective responsibilities.

What is an engagement in accounting?

An audit engagement is an agreement between a client and an independent third-party auditor to perform an audit of some element of the clients business, such as accounting records, financial statements, internal controls, regulatory compliance, information systems, operational processes, etc.

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What is a letter of engagement in accounting?

An engagement letter is a written agreement that describes the business relationship to be entered into by a client and a company. The letter details the scope of the agreement, its terms, and costs.

How do you write an engagement letter?

It would be best if you were as specific as you need to be for each engagement, but at a minimum, your engagement letter should detail: The services offered. The more specific you can be, the better. The term of the engagement. A disclaimer/limitation of liability statement.

What is the purpose of a letter of engagement?

An engagement letter is a written agreement that describes the business relationship to be entered into by a client and a company. The letter details the scope of the agreement, its terms, and costs. The purpose of an engagement letter is to set expectations on both sides of the agreement.