Professional Services
Accounting Engagement Letter
Accounting/bookkeeping engagement letter defining scope and responsibilities. Two signers (accountant and client).
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# Accounting Engagement Letter **Effective Date:** ___________ This Accounting Engagement Letter ("Agreement") is entered into by and between: **Accountant/Firm:** ___________ ("Accountant") **Firm Name:** ___________ **CPA License Number:** ___________ **Accountant Address:** ___________ **Client:** ___________ ("Client") **Business Name (if applicable):** ___________ **Client Address:** ___________ **Tax ID / EIN:** ___________ ## 1. Entity Type ___________ ## 2. Scope of Services The Accountant agrees to provide the following services: **Primary Engagement:** ___________ ### Tax Services (if applicable) ___________ ___________ ___________
Fields (38)
effective date
date · required
accountant name
text · required
firm name
text · required
cpa license
text
accountant address
textarea · required
client name
text · required
business name
text
client address
textarea · required
tax id
text · required
entity type
select · required
primary service
select · required
tax federal
select · required
tax state
select · required
tax quarterly
select · required
tax sales
select · required
tax years
text · required
bookkeeping scope
select · required
accounting software
select · required
additional services
textarea
retention period
select · required
document deadline
select · required
fee structure
select · required
fee amount
text · required
fee period
select · required
additional rate
text · required
approval threshold
text · required
payment terms
select · required
late fee
select · required
accountant retention
select · required
communication
select · required
response time
select · required
term
select · required
termination notice
select · required
dispute resolution
select · required
governing state
select · required
accountant signer name
text · required
accountant signer title
text · required
client signer name
text · required
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