Service Agreement (Bookkeeping)

for Your State
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For use when hiring a bookkeeper. This agreement sets out the specific scope of the project, whether it is ongoing or for one-time services, compensation to be paid and if bookkeeper is considered an independent contractor.

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This Bookkeeping Services Agreement is between a business owner or client and an individual who will perform bookkeeping or accounting services. It is crucial that the specific terms of this type of arrangement be memorialized in writing. A written Bookkeeping Services Agreement will prove invaluable in the event of disagreements or litigation.

Among others, these important provisions are included in this agreement:
  • Parties to the Agreement: This provision contains the identity and names of the parties entering into the agreement;
  • Services: Sets out the specific services to be performed;
  • Time of Completion and Payment: Sets forth the specific timeframe in which the services will be performed and the consideration paid therefor;
  • Confidentiality: The confidential information of the business is not to be disclosed by the services provider.

Protect Yourself, Your Rights and Your Business by using our professionally prepared up-to-date forms.

This attorney-prepared packet includes:
  1. General Information
  2. Instructions and Checklist
  3. Bookkeeping Services Agreement for use in all states
State Law Compliance: This form complies with the laws of all states
Number of Pages8
DimensionsDesigned for Letter Size (8.5" x 11")
EditableYes (.doc, .wpd and .rtf)
UsageUnlimited number of prints
Product number#34817
This is the content of the form and is provided for your convenience. It is not necessarily what the actual form looks like and does not include the information, instructions and other materials that come with the form you would purchase. An actual sample can also be viewed by clicking on the "Sample Form" near the top left of this page.












 

Bookkeeping Services Agreement










This Packet Includes:
1.   General Information
2.   Instructions and Checklist
3. Bookkeeping Services Agreement










General Information
Bookkeeping Services Agreement

This Bookkeeping Services Agreement is between a business owner and/or client and a bookkeeper who will provide accounting or bookkeeping services. Having a written services agreement is helpful because it provides the terms and conditions of the arrangement.  What is involved in the project?  How much will the bookkeeper get paid?  How will the arrangement end?  When should the project be completed?  These are all questions that will be answered in the services agreement.  

The following Bookkeeping Services Agreement can be used for a one-time project or for on-going services.  In addition, the service agreement will reaffirm that an employer/employee relationship is not created.  Having a written Bookkeeping Services Agreement will prove invaluable in the event of disagreements or litigation.

Employment relationships are governed by both federal and state law.  Many of the state laws differ dramatically; therefore, the client and the bookkeeper should become familiar with the laws of their specific state and the federal government before entering into this type of arrangement.  



Instructions and Checklist
 Bookkeeping Services Agreement

   Both the client and contractor must sign the agreement.  Because both parties will want to retain an original, two originals should be signed.

   The agreement should be signed at the beginning of the term of service.

   This form should not be used if the contractor is considered an employee of the client.

   Read the compensation and other expenses provisions carefully before signing this agreement.  

   If you like, you can erase the italicized statements on the agreement.  These are just instructions to help you complete it.

   All legal documents should be kept in a safe location such as a fireproof safe or safe deposit box.  










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Service Agreement


This Service Agreement (the “Agreement”) is dated as of ________________________, 20____, by and between __________________________________________________ (“Contractor”) and ______________________________________________ (“Client”) (collectively the “Parties”).

The Parties agree as follows:

1.  SERVICES:  The Client hereby engages the Contractor to provide accounting and bookkeeping services for the Client. The services to be rendered by Contractor will include: preparation of billing statements, collection of accounts receivables, payment of association bills, reconciliation of Clients bank statements, preparation of unaudited financial statements, assistance with independent auditor for preparation of audit report, general ledger audit, journal entries, monthly financials, bank reconciliations, payroll recording, general record retention, ______________________________ [add or delete any items] (hereinafter referred to as “Services”).


2.  TIME OF COMPLETION:  (Mark the applicable provision):

   The services described above shall be commenced on or before _________________, 20__, and shall be substantially completed by ______________________, 20__.  Time is of the essence.

   The services described above are ongoing, and shall be completed _______________ (e.g. weekly, bi-weekly, daily, etc.).

3.  PAYMENT:  (Mark the applicable provision):

   The Client shall pay the Contractor for the material and labor to be performed under the Agreement the sum of  ________________________Dollars ($__________).  (This is more appropriate for a one-time project)

   The Client shall pay the Contractor _________________________ Dollars ($__________) per ___________.  ( e.g. week, month, per session, etc.--this is more appropriate for ongoing services)

The payments shall be paid in the following manner: _______________________________________________________________________________________________________________________________________________________________________________________________________________
(Here you will need to describe how the payments will be made.  Will you make the payments weekly, at the completion of the project, etc.)

4.  Other Expenses:  The Client shall reimburse the Contractor for the following expenses only:____________________________________________________________ ________________________________________________________________________________________________________________________________________________(If none, write “none.)

5.   Financial Information:

(a)  Client shall have the sole responsibility to provide updated and accurate financial information to the Contractor. The Client will be responsible for all costs, expenses, and attorneys fees incurred in an independent financial review for the purpose of correcting financial data of the Client.

(b)    Parties agree all materials and information furnished to Contractor are owned by Client and Client will hold harmless, protect and defend Contractor from any claim or action which may arise from the use of such materials and information.

6.   Ownership:

The financial statements, financial reports and any other documents that the Contractor prepares for the Client hereunder shall be the sole property of the Client. Any other documents created by Contractor, including general working papers and draft documents will remain the property of Contractor at all times. Upon termination of this Agreement the Contractor shall be entitled to retain all documents and any other information until payment in full of all outstanding fees.


7. Work For Hire:

The Work contributed by Contractor hereunder shall be considered a "work made for hire" as defined by the copyright laws of the United States. Client shall be the sole and exclusive owner and copyright proprietor of all rights and title in and to the Work of Contractor in whatever stage of completion. If for any reason the results and proceeds of Contractor services hereunder are determined at any time not to be a "work made for hire", Contractor hereby irrevocably transfer and assign to us all right, title and interest therein, including all copyrights, as well as all renewals and extensions thereto.8. Confidentiality:

Contractor acknowledges that he/she may receive or have access to information which relates to the Client, its operations, clientele or any other information concerning the business of the Client including but not limited to the names of its customers, phone numbers, e-mail addresses, marketing strategies, pending projects and proposals, and other proprietary information (the "Proprietary Information"). The Contractor further agrees not to disclose or communicate Proprietary Information in any way whatsoever. The Contractor acknowledges that the information described in this clause is material to the profitability of the Client. The Proprietary Information shall not include information that is already in the public domain or by way of brochures, newsletters or other media that may be released to the public by the Client from time to time.

9. Representations and Warranties

Contractor represents and warrants to the Client that:

(a)  It has the authority to perform its obligations under the Agreement;

(b) It has the necessary skills, experience and resources and is properly qualified to complete the Work to a marketable standard.

(c)  Contractor must immediately inform the Client of any matter that may at any time give rise to an actual or potential conflict of interest under this Agreement.

(d) The services to be provided under this Agreement are fit for their intended purpose.


10.  General Provisions:

(a)  Contractor will perform all services hereunder in accordance with generally accepted accounting practices and principles. Contractor acknowledges that all services provided will be of professional and workmanlike quality and will be provided within a reasonable time.

(b)  To the extent required by law all work shall be performed by individuals duly licenses and authorized by law to perform the work.

(c)  Contractor warrants that it is adequately insured for injury to its employees and others incurring loss or injury as a result of the acts of Contractor or its employees.

(d)  In the event Client shall fail to pay any periodic or installment payment due hereunder, Contractor may cease work without breach pending payment or resolution of dispute.

(e)  Contractor shall not be liable for any delay due to circumstance beyond its control.

(f)  Contractor is an independent contractor and not an employee of Client.

(g)  Any changes to this document must be signed by both Contractor and Client.


CLIENT:                        CONTRACTOR:

_______________________________      ______________________________
Signature                        Signature

_______________________________      ______________________________
Name (please print)                  Name (please print)

_______________________________      ______________________________
Title (if applicable)                  Title (if applicable)

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