A Halifax solo CPA's engagement letters
Engagement letters signed before the work starts, solo practice
One CPA
Every scenario below is illustrative. SpeedNum does not publish customer results it has not measured, so these pages describe firm archetypes and the workflow that fits them — no client names, no quotes, no numbers we cannot stand behind.
The situation
A solo practitioner drafting letters by hand tends to start the work before the letter comes back, because chasing a signature costs time the practice does not have.
That is fine until a scope disagreement, at which point there is nothing on the record.
How the workflow fits
The letter is generated, not written
Line items come from the client's assigned services, already priced. Producing a letter takes a minute rather than half an hour.
Signing needs no account
A branded link and a typed signature removes the print-sign-scan loop that stalls most letters.
Unsigned is a number, not a worry
Letters awaiting signature is a dashboard figure, so the practice knows what is outstanding without reconstructing it from sent mail.
What changes day-to-day
- Letters go out the same day the engagement is agreed.
- Scope is on the record before the first hour is worked.
- Chasing signatures is a filtered list, not an inbox search.