Bookkeeping Engagement Letter


This Bundle Includes:

  • Contract template
  • ACH and credit card authorization form
  • Email cover letter template

When working with client ledgers, financial statements, bank and credit card information, you need a contract in place to detail out the period of service, services included and more.

All the legal jargon is taken care of, allowing you to streamline the process and get your business up and running quickly.

Additional Product Information:

All documents are meant to be copied and pasted onto your letterhead or CRM. You can also customize the email template to the client you’re emailing.

To copy and paste, after purchase and download, please open in Acrobat, select “Edit” then “Select All” to copy.

Do you need all the workflows related to bookkeeping or payroll?

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