The Business Engagement Letter is a crucial document used to formalize professional service arrangements in the United States. It serves as both a legal contract and a clear communication tool, detailing the scope of work, expectations, and commercial terms between service providers and their clients. This document is particularly important in professional services industries where clear definition of deliverables, timelines, and fee structures is essential. The engagement letter helps prevent misunderstandings and provides legal protection for both parties under U.S. contract law.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Sender and Recipient Details: Full contact information and addresses of both parties
2. Scope of Services: Clear description of services to be provided, including any specific deliverables
3. Term and Timeline: Duration of engagement and key milestones
4. Fee Structure: Pricing, payment terms, and billing arrangements
5. Professional Standards: Statement of professional standards and quality expectations
1. Confidentiality Provisions: Detailed terms regarding the protection and handling of sensitive information shared during the engagement
2. Insurance Requirements: Specifications for professional liability and other required insurance coverage
3. Intellectual Property Rights: Terms governing the ownership and usage rights of work product and deliverables
1. Schedule A - Fee Schedule: Detailed breakdown of fees, rates, and payment terms
2. Schedule B - Project Timeline: Detailed timeline of deliverables and milestones
3. Schedule C - Team Structure: Overview of key personnel and their roles in the engagement
4. Schedule D - Service Level Agreement: Specific performance metrics and service standards for ongoing arrangements
Relevant legal definitions
Clauses
Relevant Industries
Relevant Teams
Relevant Roles
Find the exact document you need
Agreed Upon Procedures Letter
A U.S.-compliant document outlining specific procedures a CPA will perform and report on, as agreed with specified parties.
Download
Compilation Letter For Financial Statements
A U.S.-compliant professional communication documenting the compilation of financial statements under SSARS standards, without expressing an audit opinion.
Download
Simple Engagement Letter
A U.S.-compliant formal letter establishing the terms of a professional service engagement between a provider and client.
Download
Engagement Letters For Tax Practitioners
A U.S.-compliant professional letter establishing the terms and scope of tax services between tax practitioners and their clients, adhering to IRS and professional standards.
Download
Single Audit Engagement Letter
A U.S.-compliant engagement letter establishing terms for conducting an audit under the Single Audit Act for organizations receiving federal funds.
Download
Peer Review Engagement Letter
A U.S.-compliant agreement establishing terms for one CPA firm to conduct a peer review of another firm's practices under AICPA standards.
Download
Nonattest Engagement Letter
A U.S.-compliant formal agreement outlining terms and conditions for professional nonattest services between a service provider and client.
Download
Balance Sheet Only Audit Engagement Letter
A U.S.-compliant engagement letter establishing terms for a limited-scope audit focusing only on balance sheet components.
Download
Employee Retention Credit Engagement Letter
A U.S.-compliant engagement letter outlining terms for professional assistance in claiming Employee Retention Credits under COVID-19 relief measures.
Download
Engagement Letter For Outsourced Accounting Services
A U.S.-compliant professional agreement establishing terms for outsourced accounting services between a service provider and client.
Download
Compilation Letter For Personal Financial Statement
A U.S.-compliant professional letter acknowledging the compilation of personal financial statements without providing assurance.
Download
Engagement Letter For Preparation Of Financial Statements
A U.S.-compliant professional agreement outlining terms and conditions for financial statement preparation services between an accounting firm and client.
Download
Corporate Tax Return Engagement Letter
A U.S.-compliant engagement letter establishing the terms of corporate tax return preparation services between a tax professional and a business client.
Download
Engagement Acceptance Letter
A U.S.-compliant formal document establishing the terms and conditions of a professional service engagement between provider and client.
Download
Investment Bank Engagement Letter
A U.S.-governed agreement establishing the terms and conditions for investment banking services between an investment bank and its client.
Download
Engagement Letter For Accounting And Tax Services
A U.S.-compliant professional agreement defining the terms and scope of accounting and tax services between a service provider and client.
Download
Personal Financial Statement Engagement Letter
A U.S.-compliant professional services agreement between a CPA firm and individual client for personal financial statement preparation or review.
Download
Accounting Engagement Letter
A US-compliant professional agreement defining the terms and scope of accounting services between an accounting firm and its client.
Download
Review Engagement Letter
A US-compliant professional agreement establishing terms for financial statement review services between CPAs and clients.
Download
Financial Advisor Engagement Letter
A U.S.-compliant agreement establishing the terms of service between a financial advisor and client, including regulatory requirements and fiduciary obligations.
Download
Audit Engagement Withdrawal Letter
A U.S.-compliant formal notice from an audit firm terminating their engagement with a client, adhering to AICPA and PCAOB standards.
Download
Audit Engagement Letter For Non Profit Organization
A U.S.-compliant formal agreement between an auditor and a non-profit organization establishing the terms and conditions of an audit engagement.
Download
Forensic Accounting Engagement Letter
A U.S.-compliant professional agreement defining the terms and scope of forensic accounting services between an accountant and client.
Download
Expert Witness Engagement Letter
A US-jurisdiction document establishing the terms of engagement between a party and an expert witness for professional testimony services in legal proceedings.
Download
Company Engagement Letter
A U.S.-governed formal document establishing the terms and conditions of a professional service engagement between a service provider and client company.
Download
Contract Engagement Letter
A U.S.-compliant formal document establishing terms and conditions for professional service engagements.
Download
Audit Communication Letter
A U.S.-compliant formal document establishing audit terms and responsibilities between auditors and clients under AICPA standards.
Download
Assurance Engagement Letter
A U.S.-compliant formal agreement defining the terms and scope of assurance services between a professional firm and their client.
Download
Client Disengagement Letter
A formal U.S. document used to terminate professional services with a client, outlining termination terms and transition procedures.
Download
Evergreen Engagement Letter
A U.S.-compliant document establishing terms for ongoing professional services with automatic renewal provisions.
Download
Bookkeeping Engagement Letter
A U.S.-compliant formal agreement establishing the terms and conditions between a bookkeeper and client for professional bookkeeping services.
Download
Internal Audit Engagement Letter
A U.S.-compliant formal document establishing the terms and scope of an internal audit engagement, following IIA standards and federal regulations.
Download
Audit Acceptance Letter
A U.S.-compliant formal document establishing the terms of engagement between an audit firm and client for audit services.
Download
Business Engagement Letter
A U.S.-governed formal document establishing the terms and conditions of a professional business relationship.
Download
Compilation Engagement Letter
A U.S.-compliant engagement letter establishing terms between a CPA firm and client for financial statement compilation services.
Download
Due Diligence Engagement Letter
A U.S.-governed formal agreement establishing the terms and conditions for conducting due diligence investigations by a professional services firm.
Download
ұԾ’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; ұԾ’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
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)