Letter of Engagement

Does anyone have a sample of a letter of engagement they use for their accounting or bookkeeping business to share,
Thanks in advance

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See if this fits your needs.
ENGAGEMENT LETTER
Dear CLIENT,
This letter is to confirm our understanding of the terms and objectives of my engagement and the nature and limitations of the services I will provide over the next 12 months.
1. PAYROLL
Prepare payroll for you and your employees. From your information, calculate the gross salary, withholding amounts and net pay (checks can be printed from your check stock) on a semi-monthly basis (regular work day only), prepare monthly or quarterly payroll tax deposits (federal and state), prepare quarterly payroll reports (Forms 941, 940 & DOL-4), and annual payroll reports (Forms W-2, W-3, & 940). You will provide us with the employees' hours, tips received and any special withholdings. The fees for these services are based on the number of employees and the frequency of the payroll. I anticipate that the fees will run $$$$$ per month for up to 15 employees.
2. SALES TAX REPORT
We will prepare from your information the sales tax report for the State of Georgia on a monthly basis. You will provide the sales information on a monthly basis. The fees for sales tax preparation will be $$$$$ per report.
3. FINANCIAL STATEMENTS
Prepare from your information, financial statements that will include a Balance Sheet, an Income Statement and a Cash Flow Statement. The financial statements will be prepared monthly and include reconciling the bank account. The financial statements will be prepared on the income tax basis of accounting to reflect the potential tax implications of revenues and expenses. The fees may vary depending on the amount of time necessary to properly compile complete and accurate finaiclas. The fee based on monthly financial statement preparation is estimated to run $$$$$$.
4. PACKAGE PLAN
The above services can be packaged together for a fee of $$$$$$$ per month.
5. TAX PLANNING & CONSULTING
I will be available for tax planning and consulting on other tax, accounting and financial issues as requested. Issues may cover the tax or accounting treatment of certain transactions, establishing retirement plans or other employee benefits, cash flow issues, asset controls, accounting functions, among other issues. The fees for these services are billed on an hourly basis of $$$$$ per hour. If we are preparing monthly financial statements for you, you will receive up to XX hours of consulting time per year at no additional cost.
6. TAX PREPARATION
Preparation of your corporate tax returns to include the federal tax return, Georgia tax return, and Clarke County property tax report. Corporate tax return fees are based on the amount of time necessary to complete the work. Based on a standard Form 1120S the fees should run $$$$$ if we are preparing financial statements on a regular basis.
Preparation of personal income tax returns is to be covered under another engagement letter if those services are requested.
7. LIMITATION AND SCOPE OF SERVICE
These services are not designed, and should not be relied upon, as a substitute for management's own business judgement nor are they meant to mitigate the necessity of management's review and analysis of the businesses financial data. We will not be auditing or otherwise evaluating the businesses financial data, or providing any other form of assurance on the financial statements or tax returns. In addition, these services are not designed to discover fraud, irregularities, or misrepresentations made in materials provided to us.
Fees quoted above are estimates. The actual fee may vary according to the facts and circumstances of the specific services rendered. The above fee structure will be effective as of October 1, 20XX for all services rendered after that date and for the next 12 months.
If the foregoing is in accordance with your understanding, please sign one copy of this letter and return it to me as soon as possible. If you have any questions about the above items, please feel free to give me a call.
--
Paul Thomas, CPA
snipped-for-privacy@bellsouth.net
  Click to see the full signature.
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Thanks Paul,
I will review it, but it does seem like the thing I am looking for.
Thanks again,

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