Engagement Letter Template For Accountants

You can open the Engagement Letter Template For Accountants in multiple formats, including PDF, Word, and Google Docs.


Sample

Engagement Letter Template For Accountants

Printable | Editable Form



Examples


Engagement Letter Template for Accountants (1)
Between:
[Name of the Firm]
[Firm’s ID]
[Firm’s Address]
[Firm’s Phone]
[Firm’s Email]
And:
[Name of the Client]
[Client’s ID]
[Client’s Address]
Introduction:
This engagement letter outlines the terms and conditions under which [Name of the Firm] will provide accounting services to [Name of the Client] starting on [Engagement Start Date].
Clause 1: Services to Be Provided
The Firm agrees to provide the following services: [Specify the accounting services to be provided, e.g., tax preparation, auditing, financial statement preparation, etc.].
Clause 2: Responsibilities of the Client
The Client agrees to provide all necessary documentation and information required for the Firm to perform the services effectively, including but not limited to: [Specify required documents].
Clause 3: Fees and Payment Terms
The Client agrees to pay the Firm a fee of [Amount] for services rendered. Payment will be due as follows: [Specify payment schedule and terms, e.g., upon receipt of invoice, monthly, etc.].
Clause 4: Term and Termination
This engagement will commence on [Engagement Start Date] and will continue until completion of the services unless terminated by either party with [Specify notice period, e.g., 30 days notice].
Clause 5: Confidentiality
Both parties agree to protect the confidentiality of all sensitive information shared during the engagement. This obligation will survive the termination of this engagement.
Clause 6: Governing Law
This engagement letter shall be governed by the laws of [Jurisdiction].
Signed in [City], [Date].
Sincerely,
[Signature of the Firm Representative]
[Name of the Firm Representative]
[Title of the Firm Representative]
[Signature of the Client]
[Name of the Client]
Engagement Letter Template for Accountants (2)
Between:
[Name of the Firm]
[Firm’s ID]
[Firm’s Address]
[Firm’s Phone]
[Firm’s Email]
And:
[Name of the Client]
[Client’s ID]
[Client’s Address]
Introduction:
This engagement letter serves to outline the agreement regarding the accounting services to be provided by [Name of the Firm] to [Name of the Client], effective as of [Engagement Start Date].
Clause 1: Description of Services
The Firm will provide the following services: [List specific accounting services].
Clause 2: Client Obligations
The Client must ensure that all information provided to the Firm is accurate and complete and timely submitted to enable the Firm to carry out its responsibilities.
Clause 3: Fees and Payment Schedule
The total fee for services will be [Amount], payable as follows: [Specify payment schedule and terms, e.g., upon project milestones, monthly retainer, etc.].
Clause 4: Termination of Services
Either party may terminate this engagement at any time with written notice of [Specify notice period, e.g., two weeks, 30 days, etc.].
Clause 5: Limitation of Liability
The Firm’s liability under this agreement shall be limited to the fees paid for services rendered under this engagement letter.
Clause 6: Acknowledgment
Both parties acknowledge that they have read and understood the terms of this engagement letter and agree to comply fully with the outlined responsibilities.
Signed in [City], [Date].
Sincerely,
[Signature of the Firm Representative]
[Name of the Firm Representative]
[Title of the Firm Representative]
[Signature of the Client]
[Name of the Client]

Format

Please complete the form below to create the Engagement Letter Template for Accountants. All fields must be filled out to ensure a clear and comprehensive agreement. We provide examples to guide you through each step.

Engagement Letter Template for Accountants

1. Accountant Information


2. Client Information


3. Engagement Details


4. Scope of Services

5. Fees and Payment Terms

6. Confidentiality and Security Terms

7. Limitation of Liability

8. Termination Conditions

9. Signatures and Acceptance

10. Declaration and Signatures




PDF


WORD

Google Docs

Printable

Engagement Letter Template For Accountants

Printable | Editable Form




Engagement Letter Template For Accountants