If you are a bookkeeper who works for other businesses and ensures their finances are in order monthly, this contract is for you! Included are clauses to protect you from you having to work beyond the scope of the services/package the client booked without getting paid, ensures you are a contractor, explains what financial documents your clients need to deliver to you every month, confidentiality issues, platform expenses (Quickbooks, Dropbox, etc), and more. This contract has been reviewed by multiple CPAs and is one of the best you'll find out there!
This contract covers situations like
-Bookkeeping fees including a non-refundable retainer,
-Clients responsibility to provide financial documents,
-Confidentiality of documents by bookkeeper,
-Who is responsible for paying for platform expenses like Quickbooks, Dropbox, etc,
-And so much more!
→ Click the “What's Included” tab to see the full list!
Best Suited For
This contract template was created for bookeepers who help clients with their bookkeeping needs.
Purchase of this contract also includes
- All updates that TLP may potentially make in the future. We update this particular contract often due to changing circumstances in the bookkeeping world.
- A ScreenFlow tutorial by Paige on how to use your contract template with our easy step-by-step process.
→ Click on “Template Features” to see all features included.
Have additional questions about the Bookkeeping Contract? Contact us HERE.
Every template is prepared by The Legal Paige,LLC, attorney drafted and reviewed, and created specifically for your industry.
Every template is created with easy-to-use fill-in-the-blanks for your unique business.We make it simple to identify what information you need to input with highlighted, editable sections.
Once you’ve finished, you can quickly copy/paste into your client management software, Google Docs, or Microsoft Word to send to clients in a snap.
All language is 100% legal mumbo jumbo-free(aka no complicated legal terms).
Plus, you'll getfree accessto future template updates from The Legal Paige.
DISCLAIMER: By purchasing a template contract and/or document from The Legal Paige, LLC, you are not given access to Paige and no attorney-client relationship is created.
All template documents are drafted using general U.S. contract principles and are not state-specific. Our products are easy-to-use and have highlighted, editable sections with commentary on what to amend according to your business practices and local state laws. You may modify the document on your own or find an attorney in your state to help you.
Some template documents are available in Canada, have been reviewed by a Canadian lawyer, and are drafted using general Canadian common law contract principles (not for use in Quebec due to civil law jurisdiction). Thus, if you purchase a Canadian template all language in the document will be applicable to your business operating in Canada. If you need assistance modifying the document, please find lawyer in your territory/province to help you.