Free Bookkeeping Contract Template

This confidential information will include financial documents, information contained in accounting systems, and information provided orally by the Client. The Bookkeeper will not disclose any information to any third party without the prior written consent of the Client. This Agreement may be terminated at any time by either party upon written notice to the other party. Use this section of the bookkeeping contract template to indicate which services are being procured by the client.

You can use a bookkeeping contract template free of charge, or you can draft one yourself so that it has all the specific sections and subsections you want. Bookkeepers do not always need to write a bookkeeping contract from scratch. There are plenty of services that provide free bookkeeping services agreement templates that can be downloaded or modified before they are printed and used. Similarly, bookkeepers can draft one bookkeeping contract and then modify that template for any additional clients they have in the future. Accountants and bookkeepers are professionals in handling, creating, and analyzing financial data. Besides the financial documents you create and analyze, the bookkeeping contract template is one you must not joke with if you consult for clients. You need a bookkeeping agreement set in place to work with a new client successfully.

Grab a copy of our Bookkeeping Contract Templates

The bookkeeping services agreement is between a client and a bookkeeper to provide accounting services for a one-time or monthly basis. accountant for independent contractor The bookkeeper will most likely have access to banking records, receipts, revenue details, and other financial information.

The paperwork previewed in the image will provide the structure and language for an Accountant/Bookkeeper to solidify a Client job. It may be downloaded by clicking any of the buttons in the preview image’s caption area or through the links above. Make sure your software is up-to-date before working on your copy.

What must a Bookkeeping Contract have?

See why over 7,000 accountants and bookkeepers use jetpack workflow. Stating how legal disputes will be resolved will be helpful if the engagement ever leads to legal action. Additionally, stating who is responsible for paying the reasonable legal fees in the event of arbitration can make the process smoother later. The above bookkeeping services template gives you a starting point for your Bookkeeping Service Agreement so you don’t have to start from scratch. Jetpack Workflow believes that using existing resources can make your practice more efficient and increase profitability.

The most challenging part is that freelancer accountants dedicate their useful resources and funds to provide suitable work experience is realized. The bookkeeping contract template must clarify issues about premature withdrawal and terms and conditions for termination of the agreement. Next in your bookkeeping contract template is the accurate description of the service you are being employed to provide. You can provide a checklist to name them, such as Accounts Payable & Receivables, General Ledger, Bill Payment, etc. For a fair assessment of the company’s financial health, you need to access all the recorded data available. The client must agree to grant you access to all the financial records and accounts.

The work of a bookkeeper

The ultimate goal of a bookkeeping practice is to secure ongoing client work as this allows you to predict your income and capacity for future work. If you are an individual seeking help with your taxes and you simply want everything in writing.

You and your client will esign this template below, and will be able to download a signed copy of the contract for your records. The Client agrees to provide the Accountant with full access to all financial accounts and records. As an independent contractor, you receive 1099s at the beginning of the year for the previous calendar year.