Contract (Core) - Bookkeeping
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š„· Bookkeeping Services Contract
Professional Service Agreement Template
PDF + Editable Word Download
Run your bookkeeping business with clarity, confidence, and Ninja-level professionalism. āļø
This Bookkeeping Services Contract is a ninja-crafted agreement template designed specifically for professional bookkeepers, virtual bookkeeping firms, accounting service providers, and financial support businesses. It clearly defines scope of services, responsibilities, payment terms, confidentiality, and liability protections ā helping you protect your business, set expectations, and operate like a true professional.
Whether you serve small businesses, startups, freelancers, contractors, ecommerce sellers, or service companies, this contract gives you a clean, professional agreement you can reuse again and again with confidence.
If youāre ready to stop relying on emails, texts, and verbal agreements ā and start operating like a serious bookkeeping professional ā this is the contract your business has been missing.
āļø What This Bookkeeping Contract Helps You Do
This professional agreement makes it easy to:
ā Clearly define bookkeeping services and scope of work
ā Set pricing, billing structure, and payment terms
ā Establish client responsibilities for records and access
ā Protect confidentiality of sensitive financial data
ā Define limitations of services (no tax prep, CPA, or legal services)
ā Protect against liability for incomplete or delayed client info
ā Set termination terms and notice requirements
ā Establish independent contractor status
ā Capture clean, professional signatures
This is the structure business owners expect from professional bookkeeping providers.
š§° Whatās Included (PDF + Editable Word)
ā Fill-Ready PDF
Perfect for printing, emailing, tablets, or digital signatures.
ā Fully Editable Word Document (.docx)
Easily customize services, pricing, policies, branding, and workflows to match your exact bookkeeping model.
š„· Built-In Ninja Precision
This contract is professionally formatted and includes:
š Scope of Services Checklist
Selectable bookkeeping services including:
ā¢ Income & expense categorization
ā¢ Monthly reconciliations
ā¢ Accounts payable & receivable tracking
ā¢ Payroll data entry (non-processing)
ā¢ Financial statements
ā¢ Budgeting assistance
ā¢ Cash flow tracking
ā¢ Sales tax tracking
ā¢ Cleanup / catch-up bookkeeping
ā¢ QuickBooks, Xero, or accounting software setup
ā¢ Monthly review meetings
ā¢ Accountant / tax prep support
ā¢ Custom services
Only approved services are included ā protecting you from scope creep.
š² Fees & Payment Terms
Defines:
ā¢ Hourly, monthly, project, or cleanup pricing
ā¢ Invoice due dates
ā¢ Late fee structure
ā¢ Work pause for non-payment
š¤ Client Responsibilities
Outlines:
ā¢ Timely document delivery
ā¢ Software access
ā¢ Accuracy of records
ā¢ Review of reports
ā¢ Tax and compliance responsibility
š Confidentiality & Data Protection
Protects:
ā¢ Financial data
ā¢ Business records
ā¢ Client information
ā¢ Proprietary processes
š” Liability & Limitations
Covers:
ā¢ No CPA, audit, legal, or tax prep services
ā¢ Client accountability for decisions
ā¢ Indemnification protections
ā¢ Damage limitation
š Termination & Amendments
Includes:
ā¢ Month-to-month or fixed term options
ā¢ Written termination notice
ā¢ Amendment process
ā Signatures
Clean signature blocks for:
ā¢ Bookkeeper
ā¢ Client
ā¢ Agreement date
š¼ Who This Contract Is For
Perfect for:
ā Bookkeeping businesses
ā Virtual bookkeeping firms
ā Accounting support providers
ā Financial service consultants
ā Small business bookkeepers
ā Freelance bookkeepers
ā Startup bookkeeping providers
If you provide bookkeeping services professionally ā this contract belongs in your toolkit.
š„ Why Bookkeepers Love This Contract
ā¢ Looks professional and easy for clients to understand
ā¢ Sets expectations before work begins
ā¢ Reduces disputes over scope and payment
ā¢ Protects sensitive financial data
ā¢ Establishes professional authority
ā¢ Saves HOURS vs writing your own contract
ā¢ Reusable for unlimited clients
ā¢ Works for local and virtual bookkeeping
This is paperwork that protects your business and your reputation.
š„· Final Ninja Note
A strong bookkeeping contract isnāt just protection ā itās a competitive advantage.
It shows clients youāre organized, professional, and serious about their financial operations from Day One.
Add the Bookkeeping Services Contract to your toolkit and operate with Ninja-level clarity, confidence, and professionalism on every client engagement. āļø
ā ļø Important Notice
This contract was not prepared by an attorney and has not been reviewed by one. Requirements may vary by state, municipality, or service type. Always perform your own due diligence and consult a qualified professional to ensure compliance with local laws and regulations.