The Bookkeeping Engagement Letter is a crucial document used when establishing a professional bookkeeping relationship in the United States. It serves as a protective measure for both the service provider and client by clearly defining the scope of work, expectations, and limitations of the engagement. This document is essential for compliance with federal and state regulations, professional standards, and best practices in the accounting industry. The letter typically includes details about services to be provided, fee arrangements, confidentiality requirements, and terms of the engagement, while addressing specific state and federal requirements for professional bookkeeping services.
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1. Parties: Identification of the bookkeeper/firm and the client
2. Background: Brief context of the engagement and purpose of the letter
3. Scope of Services: Detailed description of bookkeeping services to be provided
4. Client Responsibilities: Outline of client's obligations and required cooperation
5. Fee Structure: Details of fees, payment terms, and billing arrangements
6. Confidentiality: Terms regarding protection of client information
7. Term and Termination: Duration of engagement and termination conditions
8. Signature Block: Space for both parties to sign and date
1. Professional Standards: Reference to applicable accounting standards and compliance requirements
2. Limitation of Liability: Clauses limiting bookkeeper's liability and defining scope of responsibility
3. Dispute Resolution: Process for resolving disagreements and handling conflicts
4. Insurance: Details of professional liability insurance coverage and requirements
1. Schedule A - Service Details: Detailed breakdown of specific bookkeeping services and deliverables
2. Schedule B - Fee Schedule: Detailed pricing structure and payment terms
3. Schedule C - Required Documentation: List of documents and information client needs to provide
4. Schedule D - Key Personnel: List of key team members and their roles in the engagement
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