Free Template

Bookkeeping Contract

2 signers
1 Bookkeeper
2 Client
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Completely Customizable & Printable Bookkeeping Contract

A bookkeeping agreement is done between a client and a bookkeeper to provide accounting services. During the tenure, the bookkeeper usually has access to the banking records, revenue details, receipts and other crucial financial information. Therefore, it’s essential that the bookkeeper that is selected is someone who can be trusted.
bookkeeping contract template

Why is a Bookkeeping Contract important?

Bookkeeping requires attention to detail and knowledge of the client’s sensitive financial information. If bookkeeping is mismanaged, it could cost clients thousands of dollars in accounting fees to fix. Furthermore, with such intimate knowledge and responsibility of client records, bookkeepers could breach business conduct and privacy, which could have a devastating impact on a company’s bottom line.

When Do you Need A Bookkeeping Contract?

The individuals as well as businesses looking for accounting services should insist on a bookkeeping contract. Businesses absolutely need these agreements, as they will define what financial aspects of the business the accountant will be responsible for handling.
mention the services to be provided by the bookkeeper

Mention the services to be provided by the bookkeeper

In order to avoid any future confusion, make sure to mention a list of services to be provided by the bookkeeper. As per requirement, you may add more responsibilities in the future.

contract length

Contract length

The length of the contract is very important in order to ensure the client won’t ask for unexpected favour in the future.

payment term bookkeeping contract

Payment term

You should mention the payment terms in the contract and the payment schedule. You can consider to mention the payment mode as well.

using template to get the job done

Using Template to get the job done

Creating an agreement can be tricky, and a template can help you get the most crucial job done in a jiffy.

FAQ About Our Bookkeeping Contract Template

Here’re some common signs You Need Bookkeeping Services
  1. Your accounts books are outdated. 
  2. You don’t have in-house people and / or enough time for everything.
  3. You’re only updating your books before tax season
  4. You have missed out on tax deductions.
  5. You feel like you need a break from the grind.
  6. You’re not confident in your bookkeeping skills.
Bookkeeper duties and responsibilities should include, but not limited to processing payments, invoices, income and receipts and entering data into accounting software or databases then filing hard copies. Preparing financial statements showing business income and expenditure. Paying vendor invoices and tracking bank account balances.

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