Disclaimer
The information provided is intended solely as a general example for accounting service engagements. It is not legal advice and should not replace consulting a qualified professional with expertise in financial regulations or contractual agreements. Local laws and regulations may vary, and adjustments might be necessary to ensure compliance. The use of this template is at the user’s own risk, and we accept no liability for any errors, omissions, or outcomes resulting from its use without professional review.
Please note: This is a sample Bookkeeping Engagement Letter template for the United States, provided for general illustrative purposes only. Actual terms should be tailored to specific agreements and legal advice.
Sample Bookkeeping Engagement Letter (US)
Parties Involved:
Accounting Firm: XYZ Bookkeeping Services LLC
Address: 123 Financial Plaza, New York, NY 10001
Client: ABC Corporation
Address: 456 Business Rd, New York, NY 10002
Scope of Services:
The accounting firm shall provide bookkeeping services, including recording financial transactions, reconciliations, and preparing financial statements, as detailed in attached Schedule A.
Term and Termination:
This engagement shall commence on ___________________ and continue until terminated by either party with 30 days written notice.
Fees and Payment Terms:
The client shall pay the accounting firm a monthly fee of $________, payable within 15 days of invoice receipt. Additional services will be billed separately.
Client Responsibilities:
The client agrees to provide all necessary financial records and access required for services and to cooperate fully with the accounting firm.
Accounting Firm Responsibilities:
The firm shall perform the bookkeeping services diligently and in accordance with applicable professional standards.
Confidentiality:
Both parties agree to maintain confidentiality of all financial information exchanged during the engagement.
Governing Law:
This agreement shall be governed by the laws of the State of New York. Disputes shall be resolved within the courts of New York County.
Additional Provisions:
- Any amendments must be in writing and signed by both parties.
- Either party may terminate this agreement with 30 days’ written notice.
- Invoices are payable within 15 days of receipt.
New York, ______________________
Jane Doe (Accountant)
John Smith (Client)