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Engagement letter generator for bookkeepers
Fill in the form and a plain-language engagement letter appears below, with a document deadline and a late-document clause. Edit it, copy it or download it as a text file. Nothing you type is sent to our server.
Your letter
Not sure what late fee to put in? Use the late document fee calculator to work out a number from your own costs.
This is a starting template, not legal advice. Have it reviewed against your jurisdiction, professional body rules and your own services before you use it with clients.
What a good engagement letter says about documents
Most late-document problems are expectation problems. A letter that names the documents you need, the deadline and what happens when it is missed gives you something concrete to point to later. Keep the consequence proportionate to the extra work, apply it consistently, and tell the client before a fee is charged. Our guide to the late-document clause has more example wording, and how much to charge covers the amount.
The deadline only works if the client knows exactly what to send. Pair the letter with a checklist such as the month-end close checklist or a client intake questionnaire, and send it through one private link rather than by email attachments.
Enforce the deadline without chasing
Send the checklist as a live DocNag request: your client uploads through one private link and gets automatic reminders that quote the due date.
Create a request in DocNag See the client view firstFree plan, no card needed.
Frequently asked questions
What should a bookkeeping engagement letter include?
At least the scope of services, fees and billing, what the client must provide and by when, what happens if documents are late, delivery timing, and how either side can end the engagement.
Is this engagement letter legally binding?
It becomes a contract only when both sides sign it, and whether it is enforceable depends on your jurisdiction. The generator produces a starting draft, not legal advice, so have it reviewed before use.
Is my information stored?
No. The letter is built in your browser and nothing you type is sent to our server.
How long should the document deadline be?
Many bookkeepers allow about five business days after period end for monthly work. Choose a deadline you can meet your own delivery date with.