Form preview

Get the free Financial Statement Engagement Letter template

Get Form
Financial Statement Engagement Letter (STARS 21 compliant) Name Address City, State, Zip Dear Name :We are pleased to confirm our understanding of our engagement to provide services for Client .1.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign financial statement engagement letter

Edit
Edit your financial statement engagement letter form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your financial statement engagement letter form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing financial statement engagement letter online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the steps below to benefit from the PDF editor's expertise:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit financial statement engagement letter. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.
4
Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.
pdfFiller makes dealing with documents a breeze. Create an account to find out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out financial statement engagement letter

Illustration

How to fill out financial statement engagement letter

01
To fill out a financial statement engagement letter, follow these steps:
02
Start by inserting the date at the top of the letter.
03
Address the letter to the specific client or company that requires the financial statement engagement.
04
Introduce yourself or your firm and provide some background information.
05
Clearly state the purpose and scope of the engagement letter, including the specific financial statements that will be prepared and any relevant accounting standards to be followed.
06
Describe the responsibilities of both parties, including the client's obligations to provide accurate and complete financial information and your obligations to conduct the engagement in accordance with professional standards.
07
Specify the timeline for the engagement, including any deadlines for receiving the required information and completing the financial statements.
08
Discuss the fees and billing arrangements, including whether they will be fixed or based on an hourly rate.
09
Address any additional terms or conditions that are relevant to the engagement, such as confidentiality, limitation of liability, or termination provisions.
10
Request the client's agreement to the terms of the engagement by signing and returning a copy of the letter.
11
Finally, conclude the letter with your contact information and offer to answer any questions or provide further clarification if needed.

Who needs financial statement engagement letter?

01
Financial statement engagement letters are typically needed by:
02
- Auditors or accounting firms who are engaged to prepare or audit financial statements for clients.
03
- Companies or organizations that require their financial statements to be prepared or audited in accordance with professional standards and regulations.
04
- Clients who want to engage the services of an auditor or accountant to assist with their financial reporting and compliance requirements.
05
- Banks or lending institutions that require financial statements prepared by a qualified auditor or accountant before granting loans or extending credit.
06
- Government agencies or regulatory bodies that require financial statements for compliance purposes.

What is Financial Statement Engagement Letter Form?

The Financial Statement Engagement Letter is a fillable form in MS Word extension which can be completed and signed for specific purposes. Then, it is furnished to the exact addressee in order to provide specific information and data. The completion and signing is possible in hard copy or via a trusted tool e. g. PDFfiller. Such services help to submit any PDF or Word file without printing them out. It also lets you edit it for the needs you have and put a valid digital signature. Once done, the user sends the Financial Statement Engagement Letter to the respective recipient or several of them by mail or fax. PDFfiller has a feature and options that make your Word template printable. It offers various settings when printing out appearance. It doesn't matter how you send a document - physically or electronically - it will always look professional and organized. To not to create a new file from scratch every time, make the original document as a template. Later, you will have a customizable sample.

Template Financial Statement Engagement Letter instructions

Before starting to fill out Financial Statement Engagement Letter form, be sure that you prepared all the information required. That's a mandatory part, as far as some errors may cause unwanted consequences starting with re-submission of the whole entire blank and filling out with missing deadlines and you might be charged a penalty fee. You have to be observative when writing down digits. At first sight, it might seem to be dead simple. But nevertheless, it is simple to make a mistake. Some use such lifehack as saving everything in another file or a record book and then add this information into document template. However, come up with all efforts and provide valid and solid information in Financial Statement Engagement Letter word template, and check it twice during the process of filling out all required fields. If it appears that some mistakes still persist, you can easily make amends when working with PDFfiller editor without missing deadlines.

How to fill out Financial Statement Engagement Letter

In order to start completing the form Financial Statement Engagement Letter, you'll need a writable template. When using PDFfiller for completion and filing, you may get it in a few ways:

  • Find the Financial Statement Engagement Letter form in PDFfiller’s library.
  • You can also upload the template from your device in Word or PDF format.
  • Finally, you can create a document from scratch in PDFfiller’s creator tool adding all required fields via editor.

Whatever choice you prefer, you'll have all features you need for your use. The difference is that the form from the catalogue contains the valid fillable fields, you need to create them on your own in the second and third options. Yet, it is dead simple thing and makes your sample really convenient to fill out. The fillable fields can be easily placed on the pages, as well as deleted. There are many types of them depending on their functions, whether you are entering text, date, or place checkmarks. There is also a e-sign field for cases when you need the word file to be signed by others. You also can put your own signature with the help of the signing feature. When you're good, all you've left to do is press the Done button and pass to the form submission.

Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.7
Satisfied
59 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

The pdfFiller Gmail add-on lets you create, modify, fill out, and sign financial statement engagement letter and other documents directly in your email. Click here to get pdfFiller for Gmail. Eliminate tedious procedures and handle papers and eSignatures easily.
Get and add pdfFiller Google Chrome Extension to your browser to edit, fill out and eSign your financial statement engagement letter, which you can open in the editor directly from a Google search page in just one click. Execute your fillable documents from any internet-connected device without leaving Chrome.
Use the pdfFiller Android app to finish your financial statement engagement letter and other documents on your Android phone. The app has all the features you need to manage your documents, like editing content, eSigning, annotating, sharing files, and more. At any time, as long as there is an internet connection.
A financial statement engagement letter is a written agreement between a company and a third party, such as an auditor or accountant, outlining the scope of work to be performed in relation to the company's financial statements.
Companies who are required to have their financial statements audited or reviewed by a third party are typically required to file a financial statement engagement letter.
The financial statement engagement letter should be filled out by detailing the specific services to be provided, the fees involved, the responsibilities of both parties, and any other relevant terms and conditions.
The purpose of a financial statement engagement letter is to establish clear expectations and responsibilities between the company and the third party providing auditing or review services, helping to ensure a smooth and efficient process.
The financial statement engagement letter typically includes details such as the scope of work, the timeline for completion, the fees charged, and any specific requirements or conditions agreed upon by both parties.
Fill out your financial statement engagement letter online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.