Bookkeeping Services Agreement Template

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Free bookkeeping services agreement template for monthly bookkeeping, bank reconciliation, financial reports, software access, and client responsibilities.

A bookkeeping services contract helps parties document expectations, responsibilities, payment terms, timelines, and risk allocation before work begins. This template is designed for real-world business use where both sides need a clear written agreement that prevents confusion and supports a professional working relationship.

When To Use

Use this template when hiring a bookkeeper or accounting support provider for monthly books, reconciliations, reporting, and financial organization. It is commonly used for defined projects, recurring services, private business arrangements, and situations where scope, payment, access, or deliverables should be confirmed in writing.

Template

BOOKKEEPING SERVICES AGREEMENT

This Bookkeeping Services Agreement ("Agreement") is entered into on [Date] by and between:

Bookkeeper:
Name: [Bookkeeper Name or Company]
Address: [Address]
Email: [Email]

Client:
Name: [Client Name or Company]
Address: [Address]
Email: [Email]

1. PURPOSE
The parties agree to the following arrangement:
[Describe the purpose of the agreement]

2. SCOPE
The agreement includes:
- Monthly bookkeeping
- Bank and credit card reconciliation
- Chart of accounts maintenance
- Monthly financial reports
- Accounts receivable or payable support if included
- Payroll coordination if included
- Software cleanup if included

Items not listed above are excluded unless approved in writing.

3. TERM
Start Date: [Start Date]
End Date: [End Date]
Renewal Terms: [Renewal or extension terms]

4. PAYMENT
Total Fee or Rate: [$Amount]
Deposit: [$Amount]
Payment Due Date: [Due Date]
Late Fee: [Late fee terms]

The provider may pause services or withhold final deliverables until overdue payments are resolved.

5. RESPONSIBILITIES
Each party agrees to provide accurate information, respond promptly, and complete their assigned responsibilities in good faith.

6. CHANGES
Any material change to scope, schedule, pricing, or deliverables must be approved in writing before additional work begins.

7. CLIENT ACCESS AND RECORDS
Client will provide timely access to bank feeds, receipts, invoices, accounting software, payroll reports, and transaction documentation.

8. TAX AND LEGAL LIMITATIONS
Bookkeeper does not provide tax, audit, legal, or investment advice unless separately licensed and engaged.

9. DATA SECURITY
Bookkeeper will use reasonable safeguards for financial records and login credentials. Client remains responsible for account ownership and banking approvals.

10. CONFIDENTIALITY
Both parties agree to protect private business, client, financial, technical, and operational information received during the engagement.

11. TERMINATION
Either party may terminate this Agreement with [Number] days written notice. Fees for completed work remain due through the termination date.

12. GOVERNING LAW
This Agreement shall be governed by the laws of [State/Country].

13. SIGNATURES
By signing below, both parties agree to the terms of this Agreement.

Party 1 Signature: __________________________
Printed Name: ______________________________
Date: _____________________________________

Party 2 Signature: __________________________
Printed Name: ______________________________
Date: _____________________________________

Example

BOOKKEEPING SERVICES AGREEMENT

Date: [Example Date]

Bookkeeper: Ledger & Line LLC
Client: Harbor Fitness Studio
Services: Monthly QuickBooks reconciliation, expense categorization, and monthly financial reports
Monthly Fee: $850

Payment Terms:
[Example payment amount and due date]

Term:
[Example start and end date]

Signatures:
[Example signer names and dates]

Frequently Asked Questions

What is a bookkeeping services contract?

It is a written agreement that defines the terms, responsibilities, payment structure, and expectations for bookkeeping services services or arrangements.

Why should the scope be listed clearly?

A clear scope helps prevent misunderstandings, unpaid extra work, and disputes about what was included.

Can this contract be customized?

Yes, the template can be adjusted for different pricing models, timelines, deliverables, and industry-specific requirements.

Should changes be approved in writing?

Yes, written change approvals help protect both parties when scope, deadlines, or fees change.

Who should sign the contract?

Each party or an authorized representative should sign and date the agreement before work begins.

Bookkeeping Services Agreement Template

When To Use

Template

Example

Frequently Asked Questions

What is a bookkeeping services contract?

Why should the scope be listed clearly?

Can this contract be customized?

Should changes be approved in writing?

Who should sign the contract?

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