Bookkeeping Agreement

BOOKKEEPING AGREEMENT

Summary
This Bookkeeping Agreement may be considered to contract with your Clients if you run a bookkeeping / accounting business. It strives to set out the rights and obligations, set the boundaries on the services that you will be performing, and assist in the event of unforeseen problems.

More information
Why do I need a Bookkeeping Agreement?
A Bookkeeping Agreement strives to set out the terms of your relationship with your Client, including the terms of payment.

What type of business should use a Bookkeeping Agreement?
If your business provides a bookkeeping service whereby you record and maintain your clients’ books of accounts, then you may consider using this agreement to contract with your Clients.

What does the Bookkeeping Agreement say?
The Agreement consists of:

• Introduction
• Appointment
• Fees
• Supplier’s obligations
• Client’s obligations
• Breach
• General provisions

What does the Bookkeeping Agreement look like?
The agreement contains two sections, and can be printed onto two A4 pages. The two sections are:

• A details section: this requires you to fill in the client’s details, the scope of the bookkeeping services, and the pricing.
• The terms and conditions

What do you need to do to use the Bookkeeping Agreement?

• Read the document to ensure that it suits your requirements. Make changes as required.
• Complete the first page with the relevant details, get your Client to sign, and you sign in acknowledgement.

Also known as:

• Bookkeeping Terms and Conditions
• Bookkeeping Contract
• Accounting Contract
• Accounting Terms and Conditions
• Accounting Agreement

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