Bookkeeping Contract Template
Prepared for:
[Client.FirstName][Client.LastName]
[Client.Company]
Created by:
[Sender.FirstName][Sender.LastName]
[Sender.Company]
Performance
The Accountant swears to perform all services to the highest standards as defined by the National Association of Accountants and the National Tax Prepares’ Association.
Material & Data Access
The Client agrees to provide the Accountant with full access to all financial accounts and records.
Furthermore, the Client assumes full responsibility for the accuracy of existing financial records.
Contract Term
This bookkeeping contract is considered effective as of the created date, and shall proceed on a month-to-month basis until cancelled by either party.
Independent Contractor
The Client agrees to engage the Accountant as an independent contractor. The Accountant shall not be considered an employee, broker, or agent of the client. The Accountant shall be solely responsible for withholding any applicable taxes from payments made by the Client for services rendered under the terms of this bookkeeping contract.
Payment
The Accountant shall provide an itemized invoice to the Client for services rendered every 30 calendar days. Each invoice shall be paid in full by the Client within 30 days of receipt.
Any fees or expenses not listed in this bookkeeping contract must be approved in writing by the Client prior to being invoiced.
Confidentiality
The Accountant agrees to hold all Client data and information as proprietary, sensitive, and confidential in nature. As such, the Accountant shall not share such information with any party without express written consent from the Client, unless otherwise required to do so by law.
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Bookkeeping Contract Template
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AI assistant includedThis bookkeeping contract template may be used by an independent accountant, bookkeeper, or agency as a service contract with new commercial clients.
FAQ
A bookkeeping contract is a legally binding document between two parties (the bookkeeper, who can also be an accountant or an accounting firm, and the client, who can be an individual or an entity) which states that the bookkeeper will provide services to the client in exchange of compensation.
Yes, you can use a template for bookkeeping. In fact, most contracts usually begin with a template. However, it is recommended that you verify all the details mentioned in the template with your legal counsel to make sure it serves your benefit and is in-tune with industry standards.
While it is not compulsory to have a contract in place to get bookkeeping services, it is always recommended that bookkeepers have a contract in place for their own and their client’s benefit. This is because it helps track deliverable, payment, agreements, etc. It also prevents scope creep and ensures timely payment.