Engagement Letter: Bookkeeper or end client?

Whilst I am comfortable in preparing and issuing engagement letters to 'normal' clients that contact my small practice directly, I now have a quick query regarding the role of the bookkeeper.

A bookkeeper (MAAT) contacted me with a view to me taking their bookkeeping data and preparing LTD Accounts, CT600 and SA100 for their client.

The bookkeeper has requested that all documentation go through her as she does not particularly want the client to be aware that she is outsourcing the year end work, and wants to add a mark-up to our fee etc.

My question is will I (ICAEW practice) still have to issue an engagement letter to the end client company, or can I instead form a contractual agreement/engagement letter with solely the bookkeeper? My initial instincts tell me that I will need to send an engagement letter (along with the normal identity checks) to the end company. Presumably, even if the engagement letter can be addressed/signed by solely the bookkeeper, identity checks on the end company would still need to be performed for ML purposes?

I am sure that this is a common occurance for many here, and am wondering what their views are?

Comments
There are 43 comments. Login or register to view them.

I'm not sure, but ....

ShirleyM |
ShirleyM's picture

Even if...

shropshireman |

Are you sure that is what is required of you?

ShirleyM |
ShirleyM's picture

Watch your PI position

malcolmrichards |

Firstly ...

Old Greying Accountant |
Old Greying Accountant's picture

I admit my ignorance, OGA!

ShirleyM |
ShirleyM's picture

Depends ...

Old Greying Accountant |
Old Greying Accountant's picture

Clarification

Euan MacLennan |
Euan MacLennan's picture

Disagree Euan ...

Old Greying Accountant |
Old Greying Accountant's picture

Many thanks to all who have

shropshireman |

Depends on scope of the work

jndavs |
jndavs's picture

To me ...

Old Greying Accountant |
Old Greying Accountant's picture

Disagree OGA

Euan MacLennan |
Euan MacLennan's picture

Clarification, sorry ...

Old Greying Accountant |
Old Greying Accountant's picture

OGA ... you get worse!

ShirleyM |
ShirleyM's picture

@ Shirley ...

Old Greying Accountant |
Old Greying Accountant's picture

Outsourcing

jndavs |
jndavs's picture

I'd do it...

Kent accountant |
Kent accountant's picture

the BIG difference ...

Old Greying Accountant |
Old Greying Accountant's picture

Oh come off it.

David Gordon FCCA |

and as we are feb 1st never count your self as so f****g posh.

David Gordon FCCA |

Yes, we all outsource ...

Old Greying Accountant |
Old Greying Accountant's picture

David Gordon FCCA

teresaweezer |

Engagement letter

David S Ward |
David S Ward's picture

He didn't say that ...

Old Greying Accountant |
Old Greying Accountant's picture

engagement letter

philfromleeds |

So

Kent accountant |
Kent accountant's picture

The AAT specifically tells

AANM |

Yes, but ...

Euan MacLennan |
Euan MacLennan's picture

I agree...

AANM |

Sorry, but ...

Old Greying Accountant |
Old Greying Accountant's picture

I think a lot of assumptions are being made

ShirleyM |
ShirleyM's picture

Yes, not the OP’s problem

Yonder Dave |

Who is engaging?

sue scherzo |
sue scherzo's picture

Does the bookkeeper pay you herself...think not!

jndavs |
jndavs's picture

bookkeeper

sue scherzo |
sue scherzo's picture

It does make me smile....

justsotax |

Nothing to do with snobbery ...

Old Greying Accountant |
Old Greying Accountant's picture

Who owns the data?

berfcca |

IMHO ...

Old Greying Accountant |
Old Greying Accountant's picture

Who owns the data?

jndavs |
jndavs's picture

Who paid @berfcca?

ShirleyM |
ShirleyM's picture

Subcontracting?

andy.partridge |
andy.partridge's picture