(Also known as a Service Agreement or Service Contract)
Bookkeepers/Bookkeeping Firm – you can use this standard Engagement Letter for your New Clients. These terms will govern your relationship with your Client. You will want to ensure that all agreed-upon terms are included in the Letter as it will act as the overarching agreement and contract to your relationship and work. Pay close attention to the “Choice” provision sections. You will need to choose just one and delete the other irrelevant provisions in that section.
How to Use this Form:
1) Download the Word Document (so that document can be edited).
2) Read through the ENTIRE AGREEMENT at least once before editing.
(Become familiar with the form and any documents you may need).
3) Revise the HIGHLIGHTED Information as needed.
4) Delete any NOTES that may be written in.
5) And last, confirm that ALL parties identified. Execute (Sign) the Agreement.
6). Keep a COPY of the Signed Agreement in your files.
**OPTIONAL – Put this Form on your Company’s Letterhead or add your Logo at top to look more “Official.”
