Opening balance certificate
Everything collected once, in one place, so that nobody ever asks the client for it twice. The onboarding file is built in the first fifteen days and maintained for the life of the engagement.
- 1 page
- 12
- Word and PDF
- 14 September 2026
What it covers
- 1Opening balance certificatefrom the client, before the first posting
Read the opening
The first part of the format, as it downloads. Blanks are highlighted.
ON THE LETTERHEAD OF [CLIENT LEGAL NAME]
Date: [Date of the letter]
To,
[Name of the firm]
[Firm's address]