An engagement letter for preparing monthly or quarterly management accounts and reporting packs, with clear terms on the basis of preparation, estimates, reliance and management decisions.
Accountancy practice – client documents
Engagement Letter – Management Accounts
About this document
A covering letter and schedules for producing regular management information – profit and loss, balance sheet, cash flow, KPIs and commentary – from a client’s records. It makes clear that management accounts are not statutory accounts, explains estimates, and protects you if lenders or investors see the figures.
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
Download and keep
Need more than one category?
Documents All-Access gives you every category for 12 months for £295.
Compare options →Need it tailored?
We can adapt any template to your business, or write a document from scratch.
Talk to us →
