Share this content

Engagement Letters

Hi All,

I am starting in practice, and just wondered if anyone has, or knows where to get a template for an engagement letter.

I can then change it to be appropriate for me, but would be grateful for any help that you might be able to provide.

Thank you in advance.


Please login or register to join the discussion.

By happy
23rd Nov 2012 10:30

Contact your professional body

Are you a professionally qualified accountant? If so contact your Institute, most of them supply them to members.

Thanks (0)
By Old Greying Accountant
23rd Nov 2012 10:37

If you are ACCA ...

you can buy a CD for @ £25

CCH do one for around £100

It is not just a single letter fits all, you will need different things for different clients.

It is worth investing as you will get templates for mortgage references, dis-engagement and a myrriad of other situations too.


Thanks (0)
By pjowen
23rd Nov 2012 11:50

Generic template by aat


The AAT provide a generic template which can be tailored to your own requirements;

Link can be found here >>>



Thanks (0)
23rd Nov 2012 16:22

engagement letters

We supply them f.o.c. as part of our PII offering, its basic risk management for us.

.doc or .pdf

Thanks (0)
24th Nov 2012 08:11

If you a member of any of these bodies all you will need is here.This document was produced by a collaborative working party of ATT, CIOT, ICAEW, ACCA, ICAS, IIT.: 

Thanks (0)