Create a bespoke document in minutes, Â or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Bookkeeping Engagement Letter
"I need a Bookkeeping Engagement Letter under Swiss law for my tech startup based in Zurich, with special emphasis on handling cryptocurrency transactions and international payments, including detailed data protection clauses."
1. Letterhead and Date: Professional letterhead including firm details and current date
2. Client Address: Full legal name and address of the client
3. Salutation: Professional greeting to the appropriate client contact
4. Service Description: Detailed outline of the bookkeeping services to be provided, including the scope and limitations
5. Client Responsibilities: Clear articulation of what the client must provide and their obligations
6. Professional Fees: Fee structure, billing arrangements, and payment terms
7. Timeline and Deliverables: Expected timeframes for service delivery and specific deliverables
8. Confidentiality and Data Protection: Commitments regarding data privacy and confidentiality in accordance with Swiss law
9. Term and Termination: Duration of the engagement and conditions for termination
10. Professional Standards: Reference to applicable professional standards and regulatory compliance
11. Signature Block: Space for both parties to sign and date the engagement letter
1. Additional Services: Section describing potential additional services that may be required, used when the client might need services beyond basic bookkeeping
2. Team Structure: Description of key team members and their roles, used for larger engagements with multiple service providers
3. Dispute Resolution: Specific procedures for handling disputes, recommended for higher-value engagements
4. Insurance Coverage: Details of professional liability insurance, used when specifically requested by client or for high-risk engagements
5. Special Industry Requirements: Industry-specific requirements or compliance matters, used when client operates in regulated industries
1. Schedule A - Detailed Service Scope: Comprehensive list of specific bookkeeping tasks and responsibilities
2. Schedule B - Fee Schedule: Detailed breakdown of fees, rates, and payment terms
3. Schedule C - Required Documentation: List of documents and information the client needs to provide
4. Appendix 1 - Data Protection Protocol: Specific procedures for handling and protecting client data in compliance with Swiss law
5. Appendix 2 - Service Level Agreement: Detailed performance metrics and service standards
Authors
Financial Services
Manufacturing
Retail
Technology
Healthcare
Professional Services
Hospitality
Real Estate
Construction
Non-Profit Organizations
Education
Agriculture
Small and Medium Enterprises
Start-ups
Family Offices
Finance
Accounting
Administration
Legal
Compliance
Operations
Executive Management
Treasury
Tax
Audit
Chief Financial Officer
Finance Director
Accounting Manager
Financial Controller
Bookkeeper
Accountant
Finance Manager
Business Owner
Managing Director
Company Secretary
Administrative Director
Small Business Owner
Startup Founder
Financial Analyst
Compliance Officer
Find the exact document you need
Business Valuation Engagement Letter
A Swiss law-governed engagement letter establishing terms and conditions for professional business valuation services, including scope, methodology, and deliverables.
Audit Engagement Letter
A Swiss law-governed letter establishing the terms for conducting statutory or regulatory audits, compliant with Swiss audit regulations and professional standards.
Contract Engagement Letter
A Swiss law-governed engagement letter establishing a professional services relationship, defining scope, terms, and obligations between service provider and client.
Bookkeeping Engagement Letter
A Swiss-law governed engagement letter establishing terms and conditions for professional bookkeeping services, including scope, responsibilities, and compliance requirements.
Internal Audit Engagement Letter
A Swiss-law governed engagement letter establishing the terms and scope of internal audit services, aligned with Swiss regulatory requirements and international standards.
Audit Acceptance Letter
A Swiss law-governed letter confirming an audit firm's acceptance of appointment as statutory auditors and outlining key engagement terms.
Compilation Engagement Letter
A Swiss-law governed engagement letter establishing terms for financial information compilation services between an accounting firm and client, aligned with Swiss professional standards.
Due Diligence Engagement Letter
A Swiss law-governed engagement letter establishing terms and conditions for professional due diligence services, including scope, deliverables, and compliance requirements.
Client Engagement Letter
A Swiss law-governed engagement letter establishing the terms and conditions of professional services between a service provider and client.
Legal Engagement Letter
A Swiss-law governed formal letter establishing the professional relationship between a law firm and client, detailing service scope and terms.
Download our whitepaper on the future of AI in Legal
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.