IT & Software

Client Engagement Letter

What should I include in my accounting client engagement letter for a client with [specific but non-personal identifiable details]?”

What This Prompt Does

  • Generates a detailed client engagement letter outline that covers services, responsibilities, timelines, legal terms, and pricing.

  • Customizes the language and structure of the letter based on the client’s business profile, such as entity type, size, industry, or revenue range.

  • Ensures your engagement letter clearly defines scope, limits liability, and helps manage expectations between your firm and your client.

  • Helps protect both parties by setting boundaries around deliverables, deadlines, data access, and disengagement terms.

Tips

  • Include specific but non-personally identifiable details about the client—such as their industry (e.g., SaaS startup, dental practice), number of employees, and estimated revenue—to help tailor the letter’s tone, complexity, and service scope.

  • Clearly outline the scope of services (e.g., monthly bookkeeping, tax preparation, payroll management) and what is excluded to avoid scope creep.

  • State fees and billing terms—hourly, fixed fee, or retainer—and note any payment timelines, late fees, or refund policies.

  • Include clauses around data confidentiality, access to systems or software, and client responsibilities (e.g., timely delivery of documents).

  • Use this prompt to update engagement letters annually or when scope changes, to ensure clarity and continued alignment.

Prompt

What should I include in my accounting client engagement letter for a client with [specific but non-personal identifiable details]?”

How To Use The Prompt

Fill in the placeholders:

  • [CLIENT TYPE OR INDUSTRY] – e.g., ecommerce brand, law firm, nonprofit organization

  • [NUMBER OF EMPLOYEES] – e.g., 5, 25, 100

  • [ANNUAL REVENUE] – e.g., $300K, $2M, $12M
    Use this data to receive engagement letter components that match your client's profile and compliance requirements.

Example: "What should I include in my accounting client engagement letter for a client with:

  • Industry: Boutique marketing agency

  • Number of employees: 12

  • Annual revenue: Approximately $950,000
    Services will include monthly reconciliations, quarterly financial reports, and annual tax filing support."

Additional Information

This ChatGPT mega-prompt is an essential tool for accountants, bookkeepers, and financial consultants who want to standardize, streamline, and safeguard their client agreements. It ensures that each engagement letter is clear, compliant, and customized to reflect the client's scale, industry, and service requirements.

  • Build credibility and trust with professional, clearly written engagement letters.

  • Minimize disputes by clearly stating what’s included and what’s not.

  • Align on responsibilities, expectations, and terms—before work begins.

This prompt is perfect for new client onboarding, renewing annual agreements, or updating your terms when expanding your service offerings. Whether you’re a solo bookkeeper or a multi-staff CPA firm, this prompt helps you confidently set the legal and operational foundation for a successful client relationship.

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