Engagement Letters That Save You
Engagement letters aren't just paperwork, they're your best defense against scope creep. In this episode, Sarah and Lynda dig into what makes a strong engagement letter for legal bookkeepers and accountants working with law firms.
They cover why signature authority matters (and what happens when it's ignored), how to define the entity and responsible party up front, and why listing out bank accounts, IOLTA accounts, and loans by name protects you when a client suddenly opens ten more accounts.
They also talk through start dates versus signing dates, weekly versus monthly billing, cancellation…
The skinny
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