The CPA Engagement Letter is a crucial document required for establishing professional relationships between accounting firms and their clients in Hong Kong. It serves as the formal contract defining the terms of engagement, scope of services, and mutual obligations. This document must comply with Hong Kong's Professional Accountants Ordinance, HKICPA requirements, and relevant auditing standards. The engagement letter typically precedes any substantive work and is required for various services including audits, reviews, compilations, and other assurance services. It provides protection for both parties by clearly defining expectations, limitations, and deliverables while ensuring compliance with professional standards and regulatory requirements.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership of your docs
1. Addressee and Date: Formal letter heading with client's name, position, company details and date
2. Introduction: Opening paragraph confirming the engagement and thanking the client for selecting the firm
3. Scope of Services: Detailed description of the professional services to be provided, including type of audit/review and applicable reporting framework
4. Professional Standards: Reference to relevant professional standards, including HKFRS and HKSAs that will be followed
5. Responsibilities: Clear delineation of CPA firm's and client's responsibilities
6. Deliverables: Description of reports, statements, or other outputs to be provided
7. Timeline: Expected timeframes for service delivery and key milestones
8. Fees and Payment Terms: Professional fees, billing arrangements, and payment terms
9. Confidentiality: Commitments regarding client information confidentiality and data protection
10. Signature Block: Space for acceptance signatures from both parties
1. Use of External Experts: Include when the engagement requires specialized expertise or third-party professionals
2. Group Audit Considerations: Include for engagements involving parent companies and subsidiaries
3. Specific Regulatory Requirements: Include when the client is subject to specific regulatory frameworks requiring additional procedures
4. Foreign Reporting Requirements: Include when financial statements need to comply with multiple jurisdictions
5. IT Systems and Data Access: Include when the engagement requires specific IT arrangements or data access protocols
6. Quality Control Review: Include for high-risk or listed company engagements requiring additional quality control procedures
1. Fee Schedule: Detailed breakdown of fees for different service components and payment milestones
2. Engagement Team: List of key team members and their roles in the engagement
3. Service Timeline: Detailed timeline showing key dates, deliverables, and client dependencies
4. Required Information List: Comprehensive list of documents and information required from the client
5. Standard Terms and Conditions: Firm's standard terms including liability limitations and dispute resolution procedures
Find the exact document you need
General Indemnity Agreement Surety
A Hong Kong law-governed agreement establishing indemnification obligations to a surety company for losses arising from issued bonds.
Download
CPA Engagement Letter
A Hong Kong-compliant engagement letter establishing the terms of service between a CPA firm and its client, governed by HKICPA standards.
Download
Insurance Waiver Form
A Hong Kong-compliant legal document allowing voluntary waiver of specific insurance coverage or benefits, subject to local insurance regulations and consumer protection laws.
Download
Consulting Firm Contract
A Hong Kong law-governed agreement establishing terms and conditions between a consulting firm and client for professional consulting services.
Download
Medical Claim Form
A Hong Kong-compliant form for processing medical insurance claims, capturing essential patient, treatment, and payment information.
Download
Clinic Receipt
A Hong Kong-compliant medical receipt documenting healthcare services provided and payment received, meeting local regulatory and tax requirements.
Download
Accounting Client Intake Form
A Hong Kong-compliant accounting client intake form for collecting essential client information and establishing professional service relationships.
Download
Employment Income Verification Letter
A formal Hong Kong employer-issued document confirming an employee's employment status and income details, commonly used for banking, immigration, and housing purposes.
Download
Massage Consent Form
A Hong Kong-compliant massage therapy consent form capturing health information, informed consent, and service parameters under local regulations.
Download
Massage Client Intake Form
A Hong Kong-compliant massage therapy intake form that captures client health information, preferences, and consent while meeting local data protection and healthcare requirements.
Download
Theft Waiver
A Hong Kong law-governed document that waives the provider's right to claim compensation for theft-related losses from users/customers under specified conditions.
Download
Procurement Cover Letter With Experience
A formal business document used in Hong Kong to present a company's capabilities and experience when responding to procurement opportunities, following local procurement regulations and business practices.
Download
New Articles Of Incorporation
A foundational legal document under Hong Kong law that establishes a company's constitutional framework and governance structure.
Download
Marriage Witness Affidavit
A sworn legal document under Hong Kong law confirming an individual's witness of a marriage ceremony, made before a Commissioner for Oaths or Notary Public.
Download
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it