Bookkeeping Engagement Letter


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How to draft a Bookkeeping Engagement Letter? An easy way to start completing your document is to download this Bookkeeping Engagement Letter template now!

Every day brings new projects, emails, documents, and task lists, and often it is not that different from the work you have done before. Many of our day-to-day tasks are similar to something we have done before. Don't reinvent the wheel every time you start to work on something new!

Instead, we provide this standardized Bookkeeping Engagement Letter template with text and formatting as a starting point to help professionalize the way you are working. Our private, business and legal document templates are regularly screened by professionals. If time or quality is of the essence, this ready-made template can help you to save time and to focus on the topics that really matter!

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Grove Bookkeeping Services  Bookkeeping  Tax Preparation www.grovebookkeeping.ca Bookkeeping Engagement Letter Date Name Company Name Address The above mentioned name company will be known as “the client” throughout this document.. Setup in Simply Accounting (if applicable) Record journals Post general ledger other ledgers as necessary Reconcile bank statements do adjustments Prepare HST remittances (if applicable) Post earnings records Prepare and record payroll records, taxes cheques as necessary Produce reports as requested Other bookkeeping services: We will rely on the accuracy and completeness of the documents and information you provide to us.. Cash receipts deposit slips Cash disbursements bank statements Check register and prior year’s tax return (if necessary) Business license and registration information Copies of purchase/lease contracts and loan agreements Detailed list of company assets (description, date of acquisition, original cost and current value) Other documents necessary for correct account reporting.. In the event that we are or may be obligated to pay any cost, settlement, judgment, fine, penalty, or similar award or sanction as a result of a claim, investigation, or other proceeding instituted by any third party, and if such obligation is or may be a direct or indirect result of any inaccurate or incomplete information that you provide to us during the course of this engagement, you agree to indemnify us, defend us, and hold us harmless as against such obligation..


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