Service Agreement (Accounting)

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Used when hiring an accountant to provide services on an ongoing or by-project basis. This agreement specifies the scope of the project, how much the accountant will be paid and that no employer/employee relationship is created.

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An Accounting Services Agreement is an agreement between a contractor/accountant, who will provide accounting services to a property/business owner or other individual. This type of service agreement is helpful because it provides the terms and conditions of the arrangement. Is the agreement for a fixed term or ongoing? How much will the contractor get paid? How will the arrangement end? These are all questions that will be answered in the agreement. In addition, the agreement will reaffirm that an employer/employee relationship is not created.

The following Accounting Services Agreement can be used for a one-time project or for on-going services. In a few cases, you will need to choose the provision that applies to your situation.

This form can be used in all states.

This packet includes:
(1) Instructions and Checklist;
(2) Information about the Accounting Services Agreement; and
(3) The Accounting Services Agreement

Among others, this form includes the following provisions:
Time of Completion
Other Expenses/Accommodations
Number of Pages5
DimensionsDesigned for Letter Size (8.5" x 11")
EditableYes (.doc, .wpd and .rtf)
UsageUnlimited number of prints
Product number#27977
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.
Accounting Services Agreement
This Accounting Services Agreement (the “Agreement”) is dated as of _____________, 20____, by and between _________________________________________________ (“Contractor”) and _______________________________________ (Client”) (collectively the “Parties”).
The Parties agree as follows:
1.  SERVICES:  Contractor will perform the accounting services described below (the “Services”): (check all that apply)
   Income Tax preparation/consultation 
   Financial planning advice
   Business/corporation tax services
   Bill paying services
   Other:                                                                                                                     .
(attach an appendix if you require more space to detail services)
2.  TIME OF COMPLETION:  (mark the applicable provision)
   The Services shall be commenced on or before _________________, 20__, and shall be substantially completed by ______________________, 20__.  (more appropriate for one-time service)
   The Services are ongoing, commencing on _______________, and shall be performed thereafter upon Clients request, for the duration of the term of this Agreement.  (more appropriate for on-going service)
3.  PAYMENT:  (mark the applicable provision(s))
   Client shall pay Contractor for the Services the sum of  _______ Dollars ($______).  (This is more appropriate for a one-time service)
   Client shall pay Contractor for the Services the sum of ________ Dollars ($______) per ___________.  ( e.g. week, month, per session, etc.--this is more appropriate for ongoing services)
   Client shall pay Contractor a retainer in the amount of        Dollars ($          ) in exchange for Contractor providing ongoing Services to the Client.
The payment(s) shall be paid in the following manner:                                                                                                                  .
(Here you will need to describe how the payments will be made.  When must any retainer be paid?  Will you make the payments weekly, at the completion of the project, etc.?)
4.  OTHER EXPENSES/ACCOMMODATIONS:  Client shall reimburse Contractor for the following expenses only:                                                                                                       .  (If none, write “none.)
   Client shall provide only the following accommodations for Contractor in connection with the provision of the Services:                                                                                                     . (If none, write “none.”)
5.   CERTIFICATION:  (mark the applicable provision)
   Contractor warrants that he/she is a Certified Public Accountant, licensed to perform accounting services in the state of          .
   Contractor is not a Certified Public Accountant.
6.   TERM:  (mark the applicable provision)
   The term of this Agreement shall begin on          , 20   , and shall expire on             , 20   .  (more applicable for one-time services)
   The term of this Agreement shall begin on          , 20   , and shall continue until terminated by either Party.  Termination requires the terminating Party to give prior written notice to the non-terminating Party. (more applicable for ongoing services)  
7.   NOTICES:  Any notice required to be given to either Party under this Agreement shall be sent to the appropriate address below:
If to Client:
If to Contractor:
(a)  All work shall be completed in a professional manner, and if applicable, in compliance with all building codes and other applicable laws.
(b)   To the extent required by law all work shall be performed by individuals duly licensed 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.
(h)   This Agreement shall be construed in accordance with the laws of the state of               .        
(i)   Neither the Client nor the Contractor may assign this Agreement without prior written consent from the non-assigning party.
(j)   The headings of the sections herein are for convenience only, and shall not affect the meaning of the provisions of this Agreement.
(k)   This Agreement constitutes the entire agreement between the Client and the Contractor, and supersedes any prior understanding or representation of any kind preceding the date of this Agreement.  There are no other promises, conditions, understandings or other agreements, whether oral or written, relating to the subject matter of this Agreement.
IN WITNESS WHEREOF the Parties have executed this Agreement on the date first written above.
CLIENT:                  CONTRACTOR:
_______________________________      ______________________________
Signature                  Signature
_______________________________      ______________________________
Name (please print)               Name (please print)
_______________________________      ______________________________
Title (if applicable)               Title (if applicable)
_______________________________      ______________________________
Date                     Date

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