Letters of Engagement

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pinksponk
pinksponk Registered Posts: 57 Regular contributor ⭐
Can anyone help me out with an example Letter of Engagement. What should it contain. ?

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  • Monsoon
    Monsoon Registered Posts: 4,071 Beyond epic contributor 🧙‍♂️
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    Search the AAT website. They provide an excellent one. Just tailor it to your needs.
  • Sue
    Sue Registered Posts: 217 Dedicated contributor 🦉
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    I'm also updating Terms of Engagement at the moment, I've based mine on the AAT templates as Faerie9 suggests.

    I've also looked at a few of my clients Terms from Accountants (I do the bookkeeping) and I've noticed the AAT templates go into a lot more detail than any other Accountants use.
  • Poodle
    Poodle Registered Posts: 711 Epic contributor 🐘
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    Hi Sue

    I use the AAT one and modify to suit the requirements of the client.

    Be careful as there are several places that require the attition of information e.g. dates or deletions where options are available.

    Poodle
  • Monsoon
    Monsoon Registered Posts: 4,071 Beyond epic contributor 🧙‍♂️
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    Sue wrote: »
    I've noticed the AAT templates go into a lot more detail than any other Accountants use.
    Definitely. Yet when I try and condense it, it all seems relevant!
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