Template client engagement letter for an accounting or bookkeeping firm

Dear [Client],

We are pleased to confirm our engagement to provide [accounting / bookkeeping services] to your business, [Business Name]. The purpose of this letter is to outline the terms of our relationship and the services that we will be providing to you.

Scope of Services:

Our services will include [list of services to be provided]. We will work closely with you to understand your business and your accounting and tax compliance needs, and we will provide you with the highest level of service and support.

Fees:

Our fees for these services will be based on the time and complexity of the work involved. We will provide you with an estimate of the fees for each engagement, and we will keep you informed of any changes to the estimated fees as the work progresses.

Confidentiality:

We understand the importance of maintaining the confidentiality of your financial information, and we will take all necessary precautions to protect it. We will not disclose any of your confidential information to third parties without your prior written consent.

Termination:

Either party may terminate this engagement at any time by providing written notice to the other party. In the event of termination, we will assist you in transferring your financial records to another accounting firm if requested.

Governing Law:

This engagement letter shall be governed by the laws of the state of [State].

We look forward to working with you and helping you achieve your financial goals. If you have any questions or concerns, please do not hesitate to contact us.

Sincerely,

[Accounting / Bookkeeping Firm]