Bookkeeping Proposal v2.0 with Engagement Letter + Terms & Conditions | Advanced Template | Sales, Engagement and Onboarding

Format: Word Doc .docx


Smart bookkeepers store knowledge in their head. Savvy bookkeepers use templates.

Our Bookkeeping Proposal with Engagement Letter + Terms & Conditions can be sent to potential clients during the quoting process. You can also send it to existing clients when changing your pricing model, or to those clients who never signed an engagement letter.

Our Proposal includes the following sections:

  • Cover page
  • Intro letter
  • Parties to engagement
  • Scope and fees (pricing table*)
  • Working relationships
  • Engagement agreement (signature block)
  • Terms & Conditions (see description below for details)

Our Bookkeeping Engagement Terms & Conditions compliment our professionally presented Bookkeeping Proposal document giving your clients a clear set of guidelines and expectations for working with you.

Having a lack of boundaries in client relationships is a recipe for stress:

  • Difficult clients
  • Slow paying or bad debts
  • Legal problems
  • Stress for you and your team

Don't risk your business, your hard sales and onboarding process. Ensure every client signs an engagement letter before working with them. 

*Pricing Catalogue is not included. See link below for our Pricing Catalogue to partner with this Engagement Letter.

Purchasing options and formats

Choose from 3 options when purchasing:

  • Silver Level: Word Doc .docx Template

  • Gold Level: PandaDoc Template, transferred to your PandaDoc account 

  • Platinum Level: PandaDoc Custom or Practice Ignition Set Up Done-For-You Concierge service: Don't waste time chasing signatures or trying to DIY.
Choose PandaDoc Custom or Practice Ignition Custom when purchasing and we'll Set Up and Custom Brand your docs ready for eSignature.

    Related Products:

    For the best onboarding experience for your clients, or enhance and simplify your sales and quoting process, we recommend you use this template with our related products:


    1 Practice Ignition is a proposal, eSignature and billing software designed for accountants and bookkeepers

    2 PandaDoc is an affordable proposal and eSignature software which can be custom branded and used for all kinds of lodgement and onboarding documents

    3 Airtable is a FREE app for creating forms and organising information: click here to learn more about Airtable.

    4 We keep our documents and templates updated. Join our Savvy Membership to get access to ongoing updates and support for your documents.

    5 Our engagement terms & conditions do not constitute legal advice. And we are not responsible for this document once you have edited it or made changes.

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