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Bookkeeping Contract

Original price $497.00 - Original price $497.00
Original price
$497.00 - $497.00
Current price $497.00

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.

Additional Questions

Have additional questions about the Bookkeeping Contract? Contact us HERE.


- Names of Parties to Agreement
- Scope of Bookkeeping Services Clause
- Fees Clause
- Client's Responsibility to Provide Necessary Financial Documents Clause
- Confidentiality Clause
- Platform Expenses Clause
- Service Location Clause
- Schedule & Days Off Clause
- Work Product & Copyright Ownership Clause
- Subcontracting Clause
- Representations and Warranties Clause
- Non-Disparagement Clause
- Termination Clause
- Disclaimer for Potential Disclosure of Confidential Information Via Email Clause
- Retention Policy Clause
- Work Relationship Clause
- Indemnification Clause
- Force Majeure Clause
- Limitation of Liability Clause
- Entire Agreement Clause
- Venue & Jurisdiction Clause
- Arbitration Clause
- Transfer Clause
- Severability Clause
- Counterparts/facsimile signatures Clause
- Signature Lines

template features

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.

How This Works

1. instant download

Choose your product and "add to cart" to purchase. Upon checkout, you’ll get instant access to your contract or clause in your email inbox within seconds. No waiting around for weeks on the lawyer down the street to draft a legal document that you're not even sure is legit.

2. make your edits

Not tech savvy? No worries - next: all you need to do is open the document in Microsoft Word (OR you can even Google Docs!). Here you'll edit the document with exactly what we've highlighted for you and get insights straight from The Legal Paige on how to tweak certain clauses to your own business practices.

3. Implement Right Away

Before your next coffee break, you'll be finished editing and ready to upload your brand-spanking-new legally legit document into your CRM... which means both you and your clients are protected from all the "what ifs".

Customer Reviews

Based on 5 reviews
Abigail M.
Perfect for my business!

The bookkeeping contract was perfect for my business! It was really comprehensive and makes me feel super comfortable/confident, especially considering the confidential nature of my industry.

Easy and Awesome Contract!

The contract is so thorough I'm not afraid to show this to my clients! It really covers everything from top to bottom, and anything that should be included to proactively protect you and your business. I've bought other bookkeeping contracts from other shops before but this one by Paige is the most thorough! Clearly states every clause in clear, plain English that almost makes me feel like I could say "I could write this myself"!

Katherine Frye
So easy to use!

I purchased the Bookkeeping Contract template, and it was so easy to edit and customize! I feel very relieved to have a professional contract to send to my clients!

Great tool for my bookkeeping business!

I love the Legal Paige bookkeeping template! This template was one of my first purchases when I started my business. Paige really made me realize and prioritize building a legally legit business. The contract was super user friendly!

Kirsti Dory
Excellent Contract template

Perfect contract for bookkeepers! Love how simply it is laid out and the ease in which you can customize the contract to fit your business, as well as the services you offer.

Have More Questions?

Need more information about this specific template? Have questions about how to utilize it within your business?

Head to our FAQ page to get the answers to our most-asked questions!

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