Bookkeeping Engagement Letter Template

How to Write a Bookkeeping Engagement Letter?

Usually, an engagement letter for bookkeeping services contains several parts, such as:

1. Introduction . In the first part of the document, the sender should state the name and address of their client and introduce themselves. They can indicate the name and the location of the company on behalf of which they are writing, and the name of the authorized representative who is responsible for the communication with the client.
2. Description of Services and Fees . Senders can use this part of the letter to depict the services they can provide to the client and how much those services will cost. They can designate the total cost of services, as well as the fee for each service separately. If there are any additional services where the cost is not included in the total price, it should be stated as well.
3. Terms of Services . This part of the document can contain a description of how the services will be provided. The sender can include different details in it, such as which services are excluded, if there are any responsibilities that the client needs to fulfill, will the company work in accordance with certain rules or standards, etc.
4. Engagement Period . In this section, the sender should inform the client how long it will take for them to provide the particular services.
5. Client's Confirmation . The sender can request the client to provide a written confirmation that they acknowledge everything written in the document and agree on the estimated terms and conditions. The statement must be verified with the client's signature.
6. Signature . To state that everything written in the document is true and correct, the sender can sign the document.

Haven't found the template you're looking for? Take a look at the related templates below:

• Audit Engagement Letter Template;
• Tax Engagement Letter Template;
• Letter of Credit Template.