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Contract For Bookkeeper PDF Template

What is a Contract For Bookkeeper?

A Contract for Bookkeeper is a formal agreement between a bookkeeper and a client, outlining the terms and conditions under which bookkeeping services will be provided. This document specifies the responsibilities, payment terms, confidentiality requirements, and the nature of the relationship between the parties. It serves to protect both the bookkeeper and the client by clearly defining expectations and obligations, ensuring transparency and compliance with applicable laws and regulations.


How to Fill in Our Contract For Bookkeeper PDF Template

Follow these steps to fill in the Contract For Bookkeper template:

  • Date: Enter the date on which the contract is being entered into.

  • Bookkeeper Information: Fill in the bookkeeper's details:

    • Name

    • Mailing  address

  • Client Information: Fill in the client's details:

    • Name

    • Mailing address

  • Purpose: Specify the bookkeeping services to be performed.

  • Term: State the start date and the end date of the contract.

  • License: Confirm that the bookkeeper is duly licensed in the appropriate state.

  • Fees: Detail the fees to be paid for the bookkeeping services.

  • Confidentiality: Acknowledge that the bookkeeper will maintain confidentiality regarding the client’s proprietary information.

  • Relationship of the Parties: Confirm that the bookkeeper is an independent contractor and not an agent, representative, partner, or employee of the client.

  • Termination: State the number of days' notice required for either party to terminate the contract.

  • Representations and Warranties: Both parties confirm they are authorized to enter into the contract and that their obligations do not violate any third-party rights or laws.

  • Indemnity: Both parties agree to indemnify and hold each other harmless against claims resulting from negligence or breach of the contract.

  • Limitation of Liability: Specify that neither party shall be liable for damages not directly related to or resulting from negligence or breach of the contract.

  • Severability: State that if any part of the contract is deemed invalid, the remainder will continue to be valid and enforceable.

  • Legal Fees: Agree that the successful party in any legal dispute will be entitled to their legal fees.

  • Legal and Binding Contract: Confirm that the contract is legal and binding.

  • Governing Law and Jurisdiction: Specify the state law that will govern the contract.

  • Entire Agreement: Acknowledge that this document represents the entire agreement between the parties and any changes must be made in writing and signed by both parties.

  • Signatures:

    • Client: Enter the client's name, signature, and date.

    • Bookkeeper: Enter the bookkeeper's name, signature, and date.

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