# Draft a bookkeeping or accounting engagement letter

Drafts a clear engagement letter that defines scope, exclusions, client responsibilities, and fees to prevent scope creep.

- Topic: Legal & Compliance
- Framework: Few-Shot
- Level: Standard
- Tags: Finance, Legal, Write, Analyze, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/draft-a-bookkeeping-or-accounting-engagement-letter

## Prompt

```text
Help me draft an engagement letter for bookkeeping or accounting services.

**My practice:** [NAME, credentials if any - e.g. bookkeeper, EA, CPA]
**Client:** [business type, entity type, size]
**Services in scope:** [e.g. "monthly bookkeeping for 2 bank accounts and 1 credit card, bank reconciliations, monthly P&L and balance sheet by the 15th"]
**Explicitly out of scope:** [e.g. tax return preparation, payroll, catch-up work before [DATE], audits, CFO advisory]
**Fees and billing:** [fixed monthly / hourly / per transaction volume tier, payment terms, what happens if volume grows]
**Client responsibilities:** [providing statements and receipts by [DATE], answering questions within [X] days, approving payments]
**Term and termination:** [start date, notice period]
**Jurisdiction:** [STATE/COUNTRY]

Include: services and deliverables with timing, exclusions, client responsibilities, the fact that we don't audit or verify the client's records (unless we do), fees and how out-of-scope work is quoted, data access and confidentiality, record retention, limitation of liability, termination, and signature block.

Return:
1. The letter in plain English.
2. A one-paragraph cover email to send it.
3. A list of clauses I should have reviewed by a lawyer or my professional body, marked [LEGAL REVIEW].

If I'm a licensed CPA or EA, flag standards or rules that may require specific wording as [CHECK PROFESSIONAL STANDARDS].
```

## What to fill in

- NAME, credentials if any - e.g. bookkeeper, EA, CPA
- business type, entity type, size
- DATE
- providing statements and receipts by [DATE
- start date, notice period
- STATE/COUNTRY
- LEGAL REVIEW
- CHECK PROFESSIONAL STANDARDS

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