Professional Services

Bookkeeping Services Engagement Letter

Professional engagement letter for ongoing bookkeeping services covering scope, deliverables, client responsibilities, fees, records access, confidentiality, and disengagement procedures.

📄 2 signers📅 30-day expiry🏷 Professional Services🔖 bookkeeping, accounting, engagement-letter, financial-services, professional

About this template

The Bookkeeping Services Engagement Letter is a ready-to-use professional services template you can send for signature in minutes. It is written for 2 signers (client and bookkeeper) and, by default, expires 30 days after it is sent if left unsigned. It covers bookkeeping, accounting, engagement letter, financial services, professional. Like every Abundera Sign template it is a convenience draft structured for ESIGN Act and UETA compliance, not a substitute for legal advice. Each signed copy is sealed with PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package in WORM storage.

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# Bookkeeping Services Engagement Letter This Bookkeeping Services Engagement Letter ("Engagement Letter" or "Agreement") is entered into as of ___________ by and between: **Client:** ___________, a ___________ with its principal place of business at ___________ ("Client"); and **Bookkeeper:** ___________, ___________, with its principal place of business at ___________ ("Bookkeeper"). --- ## 1. Nature of Engagement ### 1.1 Bookkeeping Services Bookkeeper agrees to provide bookkeeping and accounting services to Client ("Services") as described in this Engagement Letter. This engagement is limited to bookkeeping, recordkeeping, and the preparation of financial reports. It does not include tax return preparation, tax advice, legal advice, financial planning, investment advice, or audit, review, or attest services, unless specifically added by written amendment. ### 1.2 Relationship Bookkeeper is engaged as an independent contractor. Nothing in this Agreement creates an employment, partnership, joint venture, or agency relationship. Bookkeeper determines the method, details, and means of performing the Services. --- ## 2. Scope of Services Bookkeeper shall perform the following bookkeeping services on Client's behalf: **Accounting Software:** ___________ **Chart of Accounts:** Bookkeeper shall maintain and, if needed, establish a chart of accounts appropriate for Client's business type and industry. **Transaction Categorization:** Bookkeeper shall categorize and record all income, expense, and balance sheet transactions on a ___________ basis. **Bank and Credit Card Reconciliation:** Bookkeeper shall reconcile the following accounts each month: ___________ **Accounts Payable:** ___________ **Accounts Receivable:** ___________

Fields (42)

effective date
date · required
client name
text · required
client entity type
select · required
client address
textarea · required
bookkeeper name
text · required
bookkeeper credential
select · required
bookkeeper address
textarea · required
accounting software
select · required
service frequency
select · required
accounts to reconcile
textarea · required
ap services
select · required
ar services
select · required
payroll recording
select · required
report delivery days
number · required
financial reports
select · required
additional services
textarea
start date
date · required
termination notice days
number · required
document delivery days
number · required
document retention years
number · required
client response days
number · required
report review days
number · required
monthly fee
currency · required
hourly rate
currency · required
setup fee
currency · required
invoice day
select · required
payment terms
select · required
late interest rate pct
number · required
fee adjustment notice days
number · required
confidentiality term years
number · required
records return days
number · required
termination notice days
number · required
minimum liability cap
currency · required
arbitration city
text · required
governing state
select · required
governing state
select · required
client signatory name
text · required
client signatory title
text · required
client entity name
text · required
bookkeeper signatory name
text · required
bookkeeper signatory title
text · required
bookkeeper firm name
text · required

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Every signed document gets PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package sealed in WORM storage.

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