Bookkeeping Engagement Letter
A bookkeeping engagement runs month after month, so the letter has to be clear about what you do, how often and for what fee. This template starts from your client list. Each client gets a personal link with their business name, the services, frequency, start date and fee already filled in and locked. They confirm their details and FormSign turns the answers into your own engagement letter for them to sign electronically.
Last reviewed October 17, 2026 by FormSign team.
Edit it, try it, then create an account to save and share.
Build for free. Pay once a workflow goes live at 10 submissions or 2 documents sent for signature.
Questions in this template
Engagement
- Business legal name (required)
- Services in scope (required)For example bank reconciliation, accounts payable, monthly reports. Anything not listed is outside this engagement.
- How often (required)Weekly · Monthly · Quarterly · Annually
- Start date (required)
- Fee (required)The fee or fee basis agreed, for example a monthly amount.
Your business
- Accounting softwareQuickBooks Online · QuickBooks Desktop · Xero · Other · None yet
- Fiscal year end
Your contact details
- Email (required)
- Phone
- Business address (required)
- Name of the person signing (required)An owner or officer who can sign for the business.
- Title
Your bookkeeper
- Firm name (required)
- Firm contact email (required)
- Bookkeeper
Before you sign
- Are the engagement details above correct? (required)Yes, everything is correct · Something needs to change
- If something needs to change, tell us what
- Send me the engagement letter to review and sign electronically. (required)
What is a bookkeeping engagement letter?
A bookkeeping engagement letter is the agreement between a bookkeeper and a business client. It sets out which bookkeeping services you provide, how often, from when, for what fee, what the client must provide, and what's outside the engagement.
When to use it
- When a new bookkeeping client signs on.
- Once a year, to renew terms with every ongoing client.
- When you add services or change the fee.
- When you want each signed letter next to the client's details.
What to include
Who the engagement is with
Your firm and the business's legal name.
Services in scope
List them plainly so anything else is clearly extra.
Frequency and start date
Weekly, monthly or quarterly, from a set date.
The fee
Lock it on the form.
Their setup
Accounting software and fiscal year end.
Who signs
An owner or officer who can sign for the business.
What to leave out
Don't collect bank account numbers or software passwords on this form. Use your secure access process for those.
Why FormSign
Import your client list and each client gets a personal link with their services and fee filled in and locked. Confirmations land as rows on your board, so renewal season is one view, not an inbox search. Add your own letter as a document and FormSign fills it from each client's answers and sends it for e-signature.
This template is a starting point, not legal or tax advice. FormSign doesn't supply engagement letter wording. Have your own attorney or professional advisor review your letter before you use it.
What gets filled in from your client list
| Part | Filled by | Client can change |
|---|---|---|
| Business legal name, services, frequency, start date, fee | You, from your client list | No (locked) |
| Accounting software, fiscal year end | You, from your client list | Yes |
| Contact details, who signs | Pre-filled where you have it | Yes |
| Firm name, contact email, bookkeeper | You, from your client list | No (locked) |
| Confirmation and change requests | The client | Yes |
| The engagement letter | Your firm's own letter, filled from the answers | Signed electronically by the client |
Spreadsheet header
Business legal name,Client email,Services in scope,Frequency,Start date,Fee,Accounting software,Fiscal year end,Client phone,Business address,Firm name,Firm contact email,Bookkeeper
Questions
Does FormSign provide the letter wording?
No. You use your own letter; FormSign fills it from each client's answers and sends it for e-signature.
Can I renew all my clients each year?
Yes. Import your updated client list and send each client a new personal link.
Can clients change the fee or services?
Not if you lock those fields. They can request a change on the form.
Should I ask for bank or software logins here?
No. Use your secure access process, not a general form.
Do I need an account to try it?
No. Open the template, edit it and try it with a sample client. You'll create an account when you want to save and send it.
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Start with this template
Build for free. Pay once a workflow goes live at 10 submissions or 2 documents sent for signature.