Engagement Letters Query

markus1985 Registered Posts: 4 New contributor 🐸
Hi there,

I have a couple of questions regarding engagement letters which I'm hoping someone will be able to help me with.

I have a client who I have done bookkeeping for, for almost 2 years and I have just realised that I don't have an engagement letter in place for that client.

Firstly, when putting together the engagement letter, would I record the date that I began acting for that client as the date that I was engaged from and also, what date would I date the letter?

Secondly, I have checked the AAT MIP Zone for an engagement letter template for bookkeeping but I can;t find one anywhere. Does anyone know of where I can find one?

Your comments would be greatly appreciated.



  • deanshepherd
    deanshepherd Registered Posts: 1,809 Beyond epic contributor 🧙‍♂️
    I would use the current date. Letters of engagement will get updated from time to time as the nature of your client relationship may change. No point trying to backdate anything.
  • Dcollins
    Dcollins Registered Posts: 179 Dedicated contributor 🦉
    There isn't a template specifically for bookkeeping, but you can amend the general template to suit your arrangement with your client.
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