It’s finally here…after two years of requests, here you have it. My engagement letter.

Included in this digital download, you will find the engagement letter that I use for quarterly accounting services and a bonus two-page instructional document for creating your own.

I created this engagement letter using input from multiple sources and in conjunction wth my attorney. In order to properly cover our bases from a legal standpoint, we added clauses concerning governing law and contract work. I have spent years tweaking and perfecting this document, and will continue to do so as my business evolves.

Take what you like, remove what you don’t, and add your own clauses to make it yours. Best of luck to you!

This digital download includes:

1. Engagement Letter

2. Bonus 2-page Instructional Document for creating your own engagement letter