The Accounting Engagement Letter serves as the foundational document for professional accounting services in the United States. It is required by professional standards and best practices, providing clear documentation of the agreed-upon services, responsibilities, and terms. This document is essential for establishing the scope of work, managing expectations, and ensuring compliance with regulatory requirements. It protects both the accounting firm and the client by clearly defining the nature of services, limitations, and mutual obligations.
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1. Purpose of Engagement: Clear statement of the accounting services to be provided and their scope
2. Professional Standards Compliance: Reference to AICPA standards, SSARS, and other applicable professional requirements
3. Client Responsibilities: Detailed outline of client's obligations including information provision and cooperation
4. Firm Responsibilities: Specific duties and commitments of the accounting firm
5. Fee Structure and Payment Terms: Compensation details, billing arrangements, and payment conditions
6. Timeline and Deliverables: Expected duration, key milestones, and specific deliverables
7. Confidentiality and Privacy: Terms regarding data protection and confidential information handling
8. Termination Provisions: Conditions and procedures for ending the engagement
1. Additional Services: Optional services beyond the core engagement scope, included when offering multiple service tiers
2. Dispute Resolution: Specific procedures for handling disagreements, typically included for complex engagements
3. Third-Party Access: Terms for sharing information with third parties, included when multiple stakeholders are involved
4. Electronic Communication Consent: Terms for electronic communication and document sharing, included when significant digital interaction is expected
1. Schedule A - Fee Schedule: Detailed breakdown of fees, rates, and payment structure
2. Schedule B - Service Timeline: Detailed project timeline with specific deadlines and milestones
3. Schedule C - Required Documentation: Comprehensive list of documents and information required from the client
4. Schedule D - Professional Standards Reference: Detailed reference to applicable professional standards and compliance requirements
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