When Should an Engagement Letter Be Sent? Engagement letters need to be presented to the client at the beginning of the relationship before work commences. They should also periodically be reissued, especially when the scope of services changes or if the business changes its prices.
When should the engagement letter be sent and signed? The audit engagement letter should be sent after verbal confirmation of the appointment of you as the auditor and ideally signed before the start of any audit work.
The engagement letter should be sent before acceptance of appointment.
We are pleased to accept the instruction to act as your bookkeeper/accountant and we are writing to confirm the terms of our appointment. The purpose of this letter is to set out our terms for carrying out the work and to clarify our respective responsibilities.
An engagement letter should be sent to each new client as soon after the acceptance of the appointment as possible and certainly before the commencement of any audit work.