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Build a clear accounting or bookkeeping engagement letter in minutes. Choose the scope, set the fee and term, and copy or download the finished letter. Everything runs in your browser.
Northgate Bookkeeping July 17, 2026 Dear Willow Lane Cafe LLC, Thank you for engaging Northgate Bookkeeping. This letter confirms the terms under which our bookkeeping practice will provide services to you, so that we share a clear understanding of the work, the fee, and each party's responsibilities. SCOPE OF SERVICES Bookkeeping. We will record and classify transactions from the accounts and source documents you provide, reconcile bank and credit card accounts, and maintain your general ledger on the agreed cycle. We will prepare periodic financial statements (balance sheet and profit-and-loss) for management use. These statements are not audited, reviewed, or compiled, and we express no assurance on them. LIMITATION OF SCOPE Our services are limited to the work described above. We will not provide any service that is not listed here unless we agree to it in writing, and any added work may change the fee. We are not responsible for detecting fraud, error, or illegal acts, although we will inform you of any that come to our attention. We do not provide legal or investment advice. YOUR RESPONSIBILITIES You are responsible for the accuracy and completeness of the records and information you provide, for keeping your source documents, and for the decisions and filings that rely on our work. You agree to give us the information we request on a timely basis. Delays in providing records may delay our work and any related deadlines. FEES AND BILLING Our fee for the services above is a fixed $450 per month, invoiced monthly and due within 15 days of the invoice date. TERM AND RENEWAL This engagement begins on August 1, 2026. This engagement is month-to-month and continues until either party ends it with written notice. Either party may end this engagement with thirty days' written notice. AGREEMENT If the terms above reflect your understanding, please sign below. Your signature confirms that you have read and agree to this engagement. Northgate Bookkeeping Signature: ______________________________ Date: __________ Name: Dana Okoro Willow Lane Cafe LLC Signature: ______________________________ Date: __________ Name: ______________________________ — This letter is a general template, not legal advice. Engagement-letter requirements vary by jurisdiction, service, and professional standard. Have a qualified attorney or your professional body review it before you send it to a client.
This letter is a general template, not legal advice. Engagement-letter requirements vary by jurisdiction, service, and professional standard. Have a qualified attorney or your professional body review it before you send it to a client.
Once the letter is signed, Portico sends it to clients through a branded portal alongside your intake form, document requests, and payment step — one link, no client account needed.
Start free with PorticoAn engagement letter is the written agreement that opens a client relationship. It states what you will do, what you will not do, what you charge, and what the client is responsible for. For a bookkeeping or accounting practice, it is the single document that prevents scope creep, late-payment arguments, and the awkward conversation about work that was assumed rather than agreed.
A workable letter has six parts. The generator above builds each one from your choices, so you do not start from a blank page:
The defaults show a common case: a bookkeeping practice engaging a small restaurant client for monthly bookkeeping at a fixed $450 per month, month-to-month, starting the first of next month. The generator produces a letter with the bookkeeping scope paragraph, the limitation-of-scope and client-responsibility clauses, a fee section stating the monthly amount and 15-day payment terms, a month-to-month term with 30 days' notice, and signature blocks for both sides. Add tax preparation or payroll and the letter grows the matching paragraphs, so a practice offering several services describes each one accurately rather than under a vague catch-all.
Set the fee structure to hourly and the fee section rewrites itself to bill for time worked, with a note that you will flag work that falls materially outside the ordinary scope. Switch the term to annual and the letter adds automatic renewal with a 30-day written-notice window. The point is that the language stays consistent and defensible while the details follow the engagement in front of you.
This tool produces template language, not legal advice. Engagement requirements differ by jurisdiction and by professional standard, so a qualified attorney or your professional body should review the letter before you send it. A well-built free template plus a one-time professional review is far cheaper than a scope dispute, and far safer than a letter copied from an unknown source. If you would rather start from a formatted document, most word processors ship a letter template you can paste this text into.
A letter only helps if the client actually signs it and the rest of onboarding follows. Portico sends the engagement letter through a branded client portal with built-in e-signatures, then collects the intake form, the source documents, and the first payment on the same link, so the client completes everything in one sitting without creating an account. That keeps the signed letter, the records, and the payment together instead of scattered across email, a signing tool, and a shared drive.
Portico sends engagement letters, intake forms, documents, and payment through a branded client portal. Start free.
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