Draft Example of an ENGAGEMENT letter to prepare financial statements ...

​Management has requested that we prepare the financial statements of CPR, Inc., which comprise the balance sheet as of [Month, Year], and the related statements of income, changes in stockholders’ equity, and cash flows for the year then ended and the related Notes to the financial statements. We are pleased to confirm our acceptance and our understanding of this engagement to prepare the financial statements of CPR Inc. by means of this letter.

Our Responsibilities
The objective of our engagement is to prepare financial statements in accordance with accounting principles generally accepted in the United States of America based on information provided by you. We will conduct our engagement in accordance with Statements on Standards for Accounting and Review Services (SSARS) promulgated by the Accounting and Review Services Committee of the AICPA and comply with the AICPA’s Code of Professional Conduct, including the ethical principles of integrity, objectivity, professional competence, and due care.

We are not required to, and will not, verify the accuracy or completeness of the information you will provide to us for the engagement or otherwise gather evidence for the purpose of expressing an opinion or a conclusion. Accordingly, we will not express an opinion or a conclusion or provide any assurance on the financial statements.

Our engagement cannot be relied upon to identify or disclose any financial statement misstatements, including those caused by fraud or error, or to identify or disclose any wrongdoing within the entity or noncompliance with laws and regulations.

cc: Audit