Bookkeeping Contract Template | Awesome Sign

Bookkeeping Contract Template

The bookkeeping services agreement is a contract between a customer and a bookkeeper for accounting services on a one-time or monthly basis. Banking records, receipts, income figures, and other financial information will very certainly be accessible to the bookkeeper. As a result, it is critical that the bookkeeper chosen be someone who can be trusted.

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What exactly is a bookkeeping contract?

Bookkeepers are responsible for ensuring that the client's financial records are correct, substantiated, and up to date. While some bookkeepers are employed on-site, the majority of financial record keeping is outsourced to independent contractors and accounting firms.

A bookkeeping contract is a legal agreement between bookkeepers and clients that outlines the terms and circumstances of the job to be done.

What is the significance of a bookkeeping contract?

Bookkeeping necessitates meticulous attention to detail as well as awareness of the client's sensitive financial information. Mismanaged bookkeeping may cost customers thousands of dollars in accounting expenses to correct.

Furthermore, because bookkeepers have such personal knowledge and accountability for client information, they may violate business behaviour and privacy, which might have a disastrous impact on a company's bottom line.

A bookkeeping agreement protects both customers and bookkeepers in terms of payments, record keeping, confidentiality, fraud, and financial compliance. A written contract is intended to make all parties accountable for keeping correct financial records.

A bookkeeping contract is a key function of your financial services firm, according to the bookkeeper.

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Bookkeeping Contract

This Bookkeeping Agreement (the "Agreement") is made on

_____________________________________. (the "Effective Date") by and between _____________________________________. (the "Client") of _____________________________________. and _____________________________________. (the "Bookkeeper") of _____________________________________., sometimes known individually as (the "Party") and together as (the "Parties").

WHEREFORE, the Client need bookkeeping services and wishes to engage a bookkeeper to provide them; and

WHEREFORE, the Bookkeeper has agreed to provide such services for a price; and

AS A RESULT, the Parties agree as follows: Services The Bookkeeper commits to provide the following services (collectively, the "Services"):




Rate. (Option 1) The Accountant will be paid a set fee of $__ by the Client for the Services. Payment is due upon completion of this Agreement and must be made in the form of ____________. [cash/check/PayPal/Venmo (choose one)]. The Bookkeeper confirms receipt of full payment from the Client by signing this Agreement.

(Option 2) The Bookkeeper will be paid a set fee of $____________. for the Services. A down payment of fifty per cent (50%) of the total cost of the Services is required upon completion of this Agreement and must be made in the form of ____________. [cash/check/PayPal/Venmo (choose one)]. The remaining balance is due fourteen (14) business days after the termination of this Agreement.

(Option 3) The Client will pay the Accountant $x per month for the Services. Payment must be paid in the form of ____________. [cash/check/PayPal/Venmo (choose one)]. and is due on the first of each month starting on ________.

Performance benchmark. The Bookkeeper recognises and certifies that he or she possesses the appropriate training, experience, and qualifications to execute the Services. When providing the Services, the Bookkeeper promises to adhere to professional norms and expectations. In addition, the Bookkeeper promises to abide by all applicable laws.

Termination and Term Option One: This Agreement will take effect on the Effective Date and will last for one (1) year.

Option two: This Agreement will take effect on the Effective Date and will last for one (1) year. This Agreement will be renewed on a month-to-month basis after the first year. During this period, any party may terminate this Agreement by giving the other party thirty (30) days' written notice.

If any party fails to perform their duties under this Agreement, either Party may cancel this Agreement at any time, with or without warning.

Data, as well as Private and Confidential Information The Client, undertakes to supply all data and documents required for the Bookkeeper to perform the Services. The Bookkeeper is not in charge of fixing errors or getting missing data and documentation.

The Bookkeeper may learn of the Client's private and sensitive information as a result of this Agreement. The Bookkeeper pledges to keep all private and sensitive information completely secret and confidential. This provision shall remain in full force and effect even after this Agreement is terminated, regardless of the cause for termination.

Resolution of Disputes

In the case of a dispute, the Parties undertake to work together to resolve it via good faith negotiation.

Arbitration and Jurisdiction Any disagreement or claim that cannot be addressed via dialogue must be settled through binding arbitration in the State of ____________. . This Agreement shall be read in accordance with the laws of the State of ____________., notwithstanding any conflict of laws concerns that may arise.

Fees for an attorney. In the case of arbitration, the successful party will be entitled to reimbursement for its legal expenditures, including but not limited to lawyers' fees.


Assignment. The Parties' rights and/or duties under this Agreement may not be assigned.

The contract must be completed. This Agreement represents the Parties' complete knowledge of their respective rights and duties. This Agreement replaces any previous written or oral interactions between the Parties. Any modifications to this Agreement must be made in writing and signed by both parties.

There is no exclusivity. The Parties recognise that this Agreement is not an exclusive agreement. The parties agree that they are free to enter into further comparable arrangements with other parties.

Severability. If any term of this Agreement is found to be illegal or unenforceable, in whole or in part, that provision shall be severed from the remainder of the Agreement, while all other sections shall remain in full force and effect as valid and enforceable.

The Parties' Relationship This Agreement's parties are independent contractors. Neither Party is the other Party's agent, representative, partner, or employee.

Waiver. The failure of any Party to exercise any right, power, or privilege under the provisions of this Agreement will not be considered as a waiver of any later or future exercise of that right, power, or privilege, or of any other right, power, or privilege.


All notices required by this Agreement must be provided through email with read receipt or certified or registered U.S. Postal Service mail with return receipt.

Notices must be submitted in the following formats:


Address: _____________________________________.
Phone(s): _____________________________________.
Email(s): _____________________________________.


Address: _____________________________________.
Phone(s): _____________________________________.
Email(s): _____________________________________.