An engagement letter for regular bookkeeping services, setting out the records you will keep, the client’s duties, access to bank and software, and controls.
Accountancy practice – client documents
Engagement Letter – Bookkeeping
About this document
A covering letter and schedules for monthly, quarterly or ad hoc bookkeeping: recording transactions, reconciling bank accounts, keeping ledgers and producing reports in the client’s accounting software. Suitable for accountancy practices and for bookkeepers (it reflects AAT and ICB practice expectations in general terms).
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Accountancy practice – client documents
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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