New Client Acquisition
Created by Parable
Ensure that every step is checked off when you gain a new client; signing papers, scheduling meetings, filing data, and more.
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Accounting Engagement Letter Template
Download your free Accounting Engagement Letter template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template is designed to provide a foundation for your accounting firm’s client engagement letter. It provides the basic structure and elements, ready for customization.
The following sections are included:
- Identification
- Scope of services
- Period of engagement
- Fee structure and terms
- Responsibility and commitments
- Professional standards
- Dispute resolution and arbitration
- Terms and conditions
Discover how to write an accounting engagement letter.
You can also use this Accounting Engagement Letter template as a Google Doc.
Please consult your lawyer to ensure that your completed engagement letter is compliant.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
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