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Free Engagement Letter Template

Generate a professional engagement letter for your accounting or consulting firm. Customise and copy in seconds.

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Preview

[Your Firm Name] [Your Address] [Date] [Client Name] [Client Address] Dear [Client Name], Re: Engagement Letter for Professional Services Thank you for instructing [Your Firm Name] to act on your behalf. This letter sets out the basis on which we will provide our services and the responsibilities of both parties. 1. Services We will provide the following services: annual accounts preparation, tax return filing, and bookkeeping. 2. Fees Our fees for the above services will be [amount] monthly. Invoices will be issued monthly and are payable within 14 days of the invoice date. 3. Your Responsibilities You agree to provide us with all necessary information, documents, and records in a timely manner to enable us to carry out our work effectively. 4. Confidentiality All information provided to us will be treated as strictly confidential and will not be disclosed to third parties without your prior consent, except as required by law. 5. Data Protection We will process your personal data in accordance with our privacy policy and applicable data protection legislation including the UK GDPR. 6. Limitation of Liability Our liability to you shall be limited to the fees paid for the services giving rise to the claim. 7. Termination Either party may terminate this engagement by giving 30 days' written notice. This engagement commences on the date of your signature below. Please sign and return a copy of this letter to confirm your agreement to these terms. Yours sincerely, _______________________ [Your Firm Name] I agree to the terms set out in this engagement letter. _______________________ [Client Name] Date: _______________

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