The Bookkeeping Engagement Letter Template UK is offered in multiple formats, including PDF, Word, and Google Docs, featuring customizable and printable examples.
Bookkeeping Engagement Letter Template UK Editable – PrintableSample
Bookkeeping Engagement Letter Template UK 1. Client Information 2. Service Provider Information 3. Engagement Details 4. Scope of Services 5. Responsibilities of the Client 6. Responsibilities of the Service Provider 7. Fees and Payment Terms 8. Confidentiality and Data Protection 9. Termination of Engagement 10. Client Acknowledgment 11. Declaration and Signatures
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WORD
Examples
[Name of the Client]
[Client’s ID]
[Client’s Address]
[Client’s Phone]
[Client’s Email]
[Name of the Bookkeeper]
[Bookkeeper’s ID]
[Bookkeeper’s Address]
[Bookkeeper’s Phone]
[Bookkeeper’s Email]
This engagement letter outlines the scope of the bookkeeping services to be provided by [Name of the Bookkeeper] for [Name of the Client], commencing on [Start Date] and covering the financial period ending on [End Date].
The Bookkeeper will perform the following services: [List specific services such as recording transactions, reconciling bank statements, preparing financial statements, and maintaining ledgers].
The Client agrees to pay the Bookkeeper a retainer fee of [Amount] payable [Frequency, e.g., monthly], plus additional fees for any services outside the initial scope, subject to prior approval.
The Client agrees to provide all necessary documentation and information required for the Bookkeeping services, ensuring accuracy and completeness.
The Bookkeeper agrees to keep all financial and personal information confidential and will not disclose such information to any third party without the Client’s consent, except as required by law.
This engagement may be terminated by either party with [Notice Period, e.g., 30 days] written notice. Upon termination, any outstanding fees for services rendered up to that date will be due and payable.
[Signature of the Client]
[Name of the Client]
[Signature of the Bookkeeper]
[Name of the Bookkeeper]
[Name of the Client]
[Client’s ID]
[Client’s Address]
[Client’s Phone]
[Client’s Email]
[Name of the Bookkeeper]
[Bookkeeper’s ID]
[Bookkeeper’s Address]
[Bookkeeper’s Phone]
[Bookkeeper’s Email]
This engagement letter sets forth the terms and conditions under which [Name of the Bookkeeper] will provide bookkeeping services to [Name of the Client], commencing on [Start Date].
The Bookkeeper will cover the following tasks: [Enumerate services such as maintaining accurate financial records, processing invoices, and preparing payroll].
The Client agrees to pay the Bookkeeper based on [Specify payment structure, e.g., hourly rates or flat fees], with payments due [Specify due dates or timing].
The Client will be responsible for providing all necessary financial documents and access to accounts to facilitate timely bookkeeping.
The Bookkeeper is committed to adhering to data protection laws and will ensure that all Client information is securely maintained.
Either party may terminate this agreement by giving [Notice Period] written notice, with all completed services billed accordingly.
[Signature of the Client]
[Name of the Client]
[Signature of the Bookkeeper]
[Name of the Bookkeeper]
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