Bookkeeping Engagement Letter for New Clients v1.0 | Advanced Templates | Sales, Engagement and Onboarding

Type: Word Doc .docx
$225excl. GST


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

Our Bookkeeping Engagement Letter for New Clients can be sent to potential clients during the quoting process. It can also double as an engagement letter by adding your T&Cs, and includes the following sections:

      • Cover page
      • Intro letter
      • Parties to engagement
      • Scope and fees
      • Working relationships
      • Engagement agreement (signature block)
      • Section to add or create your own legal Terms & Conditions

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 or Practice Ignition custom when purchasing and we'll Set Up and Custom Brand your docs ready for eSignature. 

 Note on Delivery: 

  • Word Doc templates are available for instant download.
  • PandaDoc templates are transferred to your account within 2 business days of purchase. This may take longer for custom designs, depending on receival of business information to include.


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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