Health check note to the engagement partner
Two hours spent before the engagement letter is signed will tell you what the first three months are going to cost. Do it on every new client, without exception, and do it before quoting a fee.
- 1 page
- 50
- Word and PDF
- 14 September 2026
What it covers
- 1Health check note to the engagement partnerinternal · one page
Read the opening
The first part of the format, as it downloads. Blanks are highlighted.
[NAME OF THE FIRM] — NEW CLIENT ACCOUNTING HEALTH CHECK
Prepared by [Preparer's name] · Date [Date of the note]