Bookkeeping Services Engagement Letters

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  • TanyaVW
    New Member
    • Apr 2018
    • 2

    #1

    Bookkeeping Services Engagement Letters

    Hi Everyone

    Anyone know where I could get some standard engagement letters?

    Just for monthly bookkeeping/accounting services

    Thanks
  • Jessymathew
    New Member
    • Sep 2023
    • 7

    #2
    Hello,

    You can typically find standard engagement letters for monthly bookkeeping or accounting services from various sources, including professional organizations, legal service providers, or accounting software platforms. Here are some places to consider:

    1. Professional Organizations: Check with your country's accounting or bookkeeping professional organizations. They often provide templates and resources for members.

    2. Accounting Software Platforms: Many accounting software providers offer sample engagement letter templates. For example, QuickBooks and Xero provide such resources for their users.

    3. Legal Service Websites: Websites like LegalZoom or Rocket Lawyer offer customizable engagement letter templates that you can use and tailor to your specific needs.

    4. Consult an Attorney or Legal Advisor: It's a good idea to consult with an attorney or legal advisor to ensure that your engagement letter complies with local laws and regulations and adequately protects your interests.

    Remember to customize the engagement letter to accurately reflect the terms and conditions of your specific bookkeeping or accounting services, including scope, fees, responsibilities, and any other relevant details.

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