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Engagement Letters

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.


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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.

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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.


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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 >>> http://www.aat.org.uk/letter-engagement-general-clients



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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

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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.: 


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