Bookkeeping, CAS and fractional CFO engagement letters
Engagement letters for monthly bookkeeping, client advisory services and fractional CFO work, with a scope and fee schedule, written to the AICPA rules on nonattest services.
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Bookkeeping and advisory letters · this packAudit and AUP lettersCompilation and review lettersIndependent contractors1040 checklistsIRS noticesSales tax nexusNonprofit auditPayroll tax reconciliation+ 37 more
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What's inside
First page of each document. 5 files, Word.
What a bookkeeping or advisory engagement involvesDocument in the pack
A written understanding before nonattest work startsAICPA ET 1.295.040
✓All three lettersObjectives, services, both sides' responsibilities and limits
The client takes all management responsibilitiesAICPA ET 1.295.030
✓Bookkeeping and CAS lettersNo approving payments, signing checks or holding assets
A named client overseer with the right skillsAICPA ET 1.295.040
✓Bookkeeping and CAS letters
Bookkeeping kept apart from preparing financial statementsSSARS AR-C 70
✓Bookkeeping and CAS lettersOptional clause when you also prepare statements
Independence for fractional CFO workAICPA ET 1.295.030
✓Fractional CFO letterNo audit or review while the role lasts
Payment authority set out in writing
✓Fractional CFO letterLimits and second signatures
Volumes, deadlines and fees
✓Scope and fee scheduleVolume limits, monthly fees and work not included
Who it's for
CPA firms and bookkeeping practices in the US that sell monthly bookkeeping, client advisory services or fractional CFO work.
Last checked
Checked against the AICPA Code of Professional Conduct and SSARS (AR-C 70) in November 2026.
