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Bookkeeping Services Agreement

A Bookkeeping Service Agreement sets out the relationship between you, the service provider, and the business receiving the services.


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Document Overview

When to use a Bookkeeping Services Agreement

​​Here are some situations when you might use a Bookkeeping Services Agreement:

  • Hiring a professional bookkeeper
  • Starting or managing a business
  • Tax preparation and compliance
  • Financial consulting
  • Audit or financial review
  • Dispute resolution and liability
  • Termination and transition

What is a Bookkeeping Services Agreement?

As a bookkeeper, you must have the right documents in place to ensure your services are delivered effectively and, even more importantly, that you get remunerated for those services.

A Bookkeeping Services Agreement is a formal contractual document that outlines the terms and conditions under which a professional bookkeeping firm or bookkeeper provides financial and bookkeeping services to a client or business.

This agreement typically specifies the scope of bookkeeping services to be rendered, including tasks like accounting, financial reporting, tax preparation, auditing, or consulting.

It details payment terms, confidentiality provisions, and responsibilities of both parties and often addresses issues such as dispute resolution and termination of the agreement.

The Bookkeeping Services Agreement is vital in establishing clear expectations, protecting client and bookkeeper interests, and ensuring compliance with relevant financial regulations and standards.

Please note that this agreement has been specifically designed for use when providing dog walking services. If your services are of a more general nature, then you can use our services agreement.

What are the key components of a Bookkeeping Services Agreement

A Bookkeeping Services Agreement typically includes the following key components:

  • Provision of services;
  • Timing;
  • Pricing;
  • Payment;
  • Warranty, alterations and rejection of services;
  • Confidentiality;
  • Copyright and intellectual property;
  • Non-solicitation of personnel and clients;
  • Limitation of liability and waivers;
  • Mediation; and
  • Termination for provider and recipient.

What are the other names for the Bookkeeping Services Agreement?

A Bookkeeping Services Agreement may also be referred to by various other names or terms depending on the specific context and region. Some alternative names or synonyms for a Bookkeeping Services Agreement include:

  • Accounting Contract
  • Bookkeeping Services Agreement
  • Financial Services Agreement
  • Tax Services Agreement
  • Financial Advisory Agreement
  • Audit Engagement Letter
  • CPA Engagement Letter
  • Accounting Retainer Agreement
  • Financial Services Contract
  • Finance Consultation Agreement

Other documents you may need:

Is the Bookkeeping Services Agreement a legal document?

Yes, a Bookkeeping Services Agreement is indeed a legal document, as it represents a legally binding contract between a client and a bookkeeping firm or bookkeeper, establishing obligations, terms, and conditions that are enforceable by law and designed to protect the rights and interests of both parties, with potential legal ramifications in cases of breaches or disputes.

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