Free bookkeeping services agreement template

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free bookkeeping services agreement template

6+ Bookkeeping Contract Templates - PDF, Word | Free & Premium Templates

By signing this Agreement, the Accountant acknowledges receipt of payment in full from the Client. The remaining balance must be paid within fourteen 14 business days following termination of this Agreement. Standard of Performance. The Accountant acknowledges and represents they have the necessary training, experience, and credentials required to perform the Services. The Accountant agrees to follow professional standards and expectations when providing the Services. The Accountant also agrees to follow all applicable laws.
File Name: free bookkeeping services agreement
Size: 52460 Kb
Published 13.10.2019

Pricing Bookkeeping Services and QBO Projects with Veronica Wasek, CPA, Intuit Top 100 ProAdvisor

This bookkeeping contract template may be used by an independent accountant, bookkeeper, or agency as a service contract with new commercial clients.

Bookkeeping Contract

It contains various optional data protection and data processing provisions in Clause 15 and Schedule 5 which you can adopt as appropriate. These provisions have alternative clauses within them from which you can select the relevant clauses. The main body of the document is a set of terms and conditions, and the form of the Agreement is set out in Schedule 3 to those terms and conditions. We recommend that in all cases you use a document headed "Letter of Engagement" which clearly states that the Terms and Conditions form part of it. This Bookkeeping Services Agreement template can be used either as the standard form that you use in every case when you provide your services, or you can adapt it in relation to each client. The document includes a further schedule containing a list of bookkeeping tasks and duties. The list is non-exhaustive and you will need to add, delete and amend it to reflect all of the particular services to be offered and so that it does not include any which are not offered.

Do your books need a little professional help? Or are you an accounting wiz looking to sign a new client? A Bookkeeping Contract is a great way to clarify all the terms of service. Having a contract in place can help you protect your legal rights and responsibilities so you can focus on getting those book in order. You're a bookkeeper entering into a business arrangement with a new client to provide accounting or bookkeeping services, and you want a contract in place before you start working. You represent an accounting firm that's about to handle the bookkeeping for a new client, and you would like to define each party's responsibilities in a contract. You're an individual looking to hire an accountant to handle your personal accounting needs, and you want a written agreement outlining the scope of the services.

When Should You Use a Bookkeeping Contract

A contract for bookkeeping services formalizes the relationship between a bookkeeper and the business with which they are working. These contracts can define what services the business will receive and what payment the bookkeeper will receive. Bookkeeping contracts are an arrangement between an individual or businesses and a bookkeeper. These contracts go by several different names:. A bookkeeping contract is very beneficial because it can define the services that you will receive from your bookkeeper and can also protect your rights.

This bookkeeping contract is entered into by and between [Sender. Company] the Accountant and [Client. Company] the Client as of [Contract. THEREFORE, in consideration of the terms and conditions detailed in this bookkeeping contract, the receipt, understanding, and approval of which is duly acknowledged through electronic signature from both parties below, all parties to this contract agree to the following:. PandaTip: Use this section of the bookkeeping contract template to indicate which services are being procured by the client.


  1. Amarante B. says:


  2. Louie C. says:

    Get our free bookkeeping contract template and use it with your next client. This contract is an agreement for ongoing bookkeeping services beetween.

  3. Leon F. says:

    The bookkeeping services agreement is between a client and a bookkeeper to provide 1 – Access The Services Agreement Template On This Page.

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    How it works

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