Sample Bookkeeping Contract Template PDF

mayo 26, 2021 5:55 pm Published by Leave your thoughts

independent contractor agreement for accountant and bookkeeper

You could just take a look at some of the stories from Clients From Hell and Reddit to allow yourself to comprehend what goes on out there. There is one about a client who gave seriously vague instructions regarding a copy-writing job to his freelancer. Upon a request for clarification of these instructions, he showed consistency in his instructive manners which left the freelancer no option but to make do with what he had. However, as you might have guessed, the client ended up not liking the work at all and did not pay the agreed price.

  • Outline how files will be transferred securely and what your responsibility is once you have them, including any liability if your own computers get hacked.
  • Each party should then keep a copy of the contract for their records.
  • Below are four best practices to get the most out of your contract when dealing with clients.
  • While it is not compulsory to have a contract in place to get bookkeeping services, it is always recommended that bookkeepers have a contract in place for their own and their client’s benefit.
  • Legal information and other services are delivered by or through Rocket Lawyer via

A signed contract is the catalyst that turns a lead into a paying client. Locking in client work gives you confidence as a business owner, and you can start to plan and predict future income. Bookkeeping accountant for independent contractor 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.

Bookkeeping Contract Template Considerations

Use the last three blank lines to present the street address, city, and state of the Client’s mailing address. This template should be used as an outsourcing services contract between a company and any freelancer or agency hired for outsourced work. Use it to detail the services, compensation, and terms of any outsourced work.

independent contractor agreement for accountant and bookkeeper

These can vary from place to place, so it’s important to know what requirements you must meet for your particular area. With the right template, you will be able to convert more clients as a freelancer. Hence, appropriate methodologies should be put in place with adequate policies to ensure freelancers can work comfortably and network with the vast online population. There is a need for freelancers to become transparent about experiences and give honest reviews regarding their experiences with clients. Such could be helpful, especially to new freelancers who are likely to be victims of misuse from bad clients. Nevertheless, such freelancers undergo strict supervision and end up being mistreated by clients who actually can’t perform the duties within the severe conditions pressed on the freelancer.

10. Material and data access in an accounting contract

The signatures below indicate entire agreement and the Parties entering into this contract. Terminated by Bookkeeper ONLY. By providing the Client ____ days’ written notice. Terminated by Client ONLY. By providing the Bookkeeper ____ days’ written notice.

independent contractor agreement for accountant and bookkeeper

The average cost for contract bookkeepers can vary, but can be an hourly rate of $25-$50 per hour. Apart from the duration of the agreement, you should mention that services beyond the expiry date of the accounting service agreement shall be provided but with extra compensation. As you can see, a bookkeeping service agreement is a must for all bookkeeping service transactions. Bookkeeping is a time and labor-intensive task, so it is only fair to ensure that you and your interests stay protected. You must have been aware of free online resources that you can access through Google and found templates of an accounting service agreement that would be useful. The Accountant is hereby authorized to communicate with the Client’s custodian regarding the Client’s account and other relevant financial data.

To Access the full contract

The terms in your document will update based on the information you provide. Please declare your traffic by updating your user agent to include company specific information. The simplest way to charge clients is to provide an invoice at the end of each month with the hours your firm worked. Being an accountant comes with a massive responsibility as clients across all industries depend on their expertise to improve their financial situation and remain compliant with government authorities. All analysis, records, reports, and filings will be performed in compliance with the law. The Bookkeeper hereby consents and promises to perform his/her services to the highest possible standards.

What is a bookkeeping contract?

A bookkeeping contract is a legally binding document between two parties (the bookkeeper, who can also be an accountant or an accounting firm, and the client, who can be an individual or an entity) which states that the bookkeeper will provide services to the client in exchange of compensation.

The rate that contract bookkeepers charge can vary depending on many factors such as their job experience, location, and scope of services provided. To see what contract bookkeepers charge in your area, search the web and make a note of several different contract bookkeepers pricing and information. Bookkeeping services include a variety of tasks, such as billing, payroll, and tax preparation. A bookkeeping service can help you track your business’s financial information. It can provide you with invoices and receipts to keep track of your expenses and income so that you can accurately report them on your taxes. Additionally, your reputation as an accountant does not only rely on your proficiency in your field; your business procedures and non technical abilities matter equally. Introducing an accounting contract template among your practices would add a touch of professionalism to your dealings and increase your chances to get employed.

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A professional accountant will know how to deal with start-up accountancy tasks, company registration, bookkeeping, accountancy references for letting agencies, and other financial challenges. You may compose a contract to specify the services that will be rendered, the accountant’s fees, frequency of payments, and termination options. If any disputes or disagreements arise, a properly-drafted Accounting Contract will serve as evidence because it is recognized by all courts of law.

Please leave your email address below and we will send you the converted file as soon as it is ready (+/- 5 minutes). No worries we won’t use your email for spammy messages or share it with 3th parties. The state under which the contract falls, and which will enforce the specifics of the contract. You to get help of a lawyer or conveyancer to make sure you still have protection.


To reduce confusion, misunderstandings, and possible legal arguments, it is important that every bookkeeper has a contract for services. There are many benefits to having a contract in place and having one protects all parties involved. In case extra tasks revolving around accounting, the freelancer could request training or guidelines that could do the project successfully within the specified time. All arrangements and communication will be based on the agreement; hence, any violation of the terms and conditions will be held accountable for the party involved. The accountant contract agreement can help freelancers to identify the intentions of a client quickly.

  • The signatures below indicate entire agreement and the Parties entering into this contract.
  • A work-from-home bookkeeper is often an independent contractor who is able to take on multiple jobs at once.
  • However, during the second month, the client started asking if she could also do some budget preparation.
  • While you’re hoping that nothing will ever go wrong in a bookkeeping project, it can still happen to the best of us.
  • Both agreements cover important parts of any business and they may appear to be the same from the outside, especially when the same professional is asked to provide both types of services.
  • A checklist has been supplied to the first article (“I. Services”) allowing you to define the services the Accountant must supply to fulfill this agreement.
  • It is up to you to determine whether this is a requirement where you live.

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