A flexible engagement letter for a single piece of advice or a defined project, with a project brief, deliverables, assumptions, change control, staged fees and limits on reliance.
Accountancy practice – client documents
Engagement Letter – One-off Advice and Projects
About this document
A covering letter and schedules for work that is not a recurring compliance service: tax planning advice, incorporation, a business sale or purchase, a funding application, a systems implementation, a review or report. It pins down exactly what you will deliver, on what facts, by when and for what fee.
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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