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Bookkeeping Contract PDF Template

What is a Bookkeeping Contract?

A Bookkeeping Contract is a formal agreement between a bookkeeper (or accounting firm) and a client, outlining the terms under which bookkeeping services will be provided. This document specifies the responsibilities, compensation, confidentiality, and other essential terms to ensure both parties are clear about their obligations. The contract serves to protect both the bookkeeper and the client by establishing a mutual understanding and legal framework for the services provided.


How to Fill in Our Bookkeeping Contract PDF Template

Follow these steps to fill in the Bookkeeping Contract template:

  • Introduction:

    • Enter the names of the contracting parties: [Sender.Company] for the Accountant and [Client.Company] for the Client.

    • Insert the date of the contract: [Contract.CreatedDate].

  • Services Provided:

    • List the bookkeeping services to be provided:

      • Accounts Payable

      • Accounts Receivable

      • General Bookkeeping

      • Budget Preparation

      • Financial Reporting

      • Bank Account Reconciliation

      • General Ledgers

      • Payroll

  • Service Rates:

    • Specify the compensation details:

      • Subtotal: $0.00

      • Total: $0.00

    • For each service or retainer, include:

      • Name

      • Price

      • Quantity

      • Subtotal

  • Performance:

    • Acknowledge the standards for services provided, referring to the National Association of Accountants and the National Tax Preparers' Association.

  • Material & Data Access:

    • Confirm that the client will provide full access to all financial accounts and records.

    • State that the client assumes responsibility for the accuracy of the existing financial records.

  • Contract Term:

    • Indicate the contract's effective date and that it will proceed on a month-to-month basis until canceled by either party.

  • Independent Contractor:

    • State that the Accountant is an independent contractor and not an employee, broker, or agent of the client.

    • Note that the Accountant is responsible for withholding applicable taxes.

  • Payment:

    • Specify that the Accountant will provide an itemized invoice every 30 calendar days.

    • State that each invoice must be paid in full by the Client within 30 days of receipt.

    • Mention that any additional fees or expenses must be approved in writing by the Client.

  • Confidentiality:

    • Affirm that the Accountant will hold all Client data and information as confidential and will not share it without express written consent from the Client, except as required by law.

  • ContractTermination:

    • Explain that either party can cancel the contract with 30 days' written notice via certified mail.

    • State that any services rendered but not yet invoiced will be invoiced per the payment terms of the agreement.

  • Liability:

    • Mention that the Client agrees to indemnify and hold the Accountant harmless against claims of loss or damage, except in cases of the Accountant's gross negligence or willful misconduct.

  • Contract Jurisdiction:

    • Specify the governing laws for the contract: [Sender.State], [Sender.Country].

  • Acceptance:

    • Include the names and signatures of both parties:

      • [Sender.Company]

      • [Sender.FirstName] [Sender.LastName]

      • [Client.Company]

      • [Client.FirstName] [Client.LastName]

Include the date of signatures for both parties

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