Bookkeeper Engagement Letter

About this template

A bookkeeper engagement letter is a formal agreement between a bookkeeper and a client that outlines the terms of their business engagement. Using this free template from Jotform, you can set the scope of services to be provided, the fees for those services, and the responsibilities of each party. Once you finalize details such as confidentiality provisions, termination clauses, and governing law provisions, Jotform Sign lets you fill out, e-sign, and share the letter on any device.

Customize this Bookkeeper Engagement Letter template to match your needs by adding your logo, including additional e-signature fields, and personalizing other design choices like text font and color. To save time, you can also add a custom signing order so you can forward the letter to multiple signers automatically. Business contracts can be tricky, but this Bookkeeper Engagement Letter from Jotform lets you take on clients seamlessly.

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These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.