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Bookkeeping Services Agreement Template by Verified Lawyer

Name: Bookkeeping Services Agreement Template Template
Brand: ContractsCounsel
Price: 39.95 USD
Availability: InStock
Rating: 5.0 (29 reviews)

This Bookkeeping Contract template was created by a verified lawyer on ContractsCounsel. Available for instant download, this editable document is designed to help you easily customize your Bookkeeping Contract for your specific needs. You also have the option to hire the lawyer who drafted the template for additional review or customization.

Randy M.

5.0 (29 reviews)

Template type:

Bookkeeping Contract

Headline:

Attorney-Drafted Bookkeeping Services Agreement for U.S. Bookkeepers and Virtual Bookkeeping Firms

Template Price:

$39.95

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Bookkeeping Contract

Description:

This 16-page Bookkeeping Services Agreement Template is a detailed, attorney-drafted client agreement for bookkeepers and bookkeeping businesses that work with business clients in the United States. It’s designed as a U.S. base form, so it isn’t tied to the law of just one state. The template includes a detailed Schedule A that lets you identify the client, select the bookkeeping services you’ll provide, set the service period and fees, address third-party communications, identify software responsibilities, and add special terms for each engagement. It also includes a Customization and Compliance Guide that explains how to complete the agreement and identifies the main state-law issues you should confirm before using it. These include finance charges, returned-payment fees, data breach requirements, jury and class action waivers, shortened claim periods, liability limitations, indemnification, governing law, venue, public accountancy rules, and tax-preparer requirements. This template is designed for business-to-business bookkeeping engagements. It isn’t intended for personal, family, or household bookkeeping services. What’s Included - Key Sections and Provisions: • Scope of Services and Schedule A. Defines the bookkeeping services you’ll provide, lets you select them from a detailed service menu, and helps prevent scope creep. • Services Not Included. Clearly excludes tax preparation, payroll, audits, reviews, compilations, legal advice, forensic accounting, and other services unless separately agreed and legally permitted. • Client Responsibilities. Requires the client to provide accurate records, timely information, approvals, software access, and prompt review of reports and deliverables. • Fees and Payment. Covers fees, retainers, invoice deadlines, finance charges, returned payments, disputed invoices, collection costs, and fee adjustments. • Suspension and Termination. Gives you the right to pause or end services for nonpayment, lack of cooperation, suspected misconduct, or other stated causes, while addressing final payment and transition obligations. • Confidentiality and Data Security. Protects sensitive client information and addresses electronic communications, cloud platforms, security safeguards, and breach-notification responsibilities. • Third-Party Communications and Authority Limits. Lets you define whether you may communicate with vendors, customers, lenders, or other third parties while making clear that you can’t bind the client without specific authorization. • Records Ownership and Return. Confirms that client records remain the client’s property while preserving your right to retain copies for legitimate business, legal, tax, insurance, and defense purposes. • Reliance on Client Information. Lets you rely on information supplied by the client and other authorized sources without taking on an obligation to audit or independently verify it. • No Fraud-Detection Duty and No Third-Party Reliance. Clarifies that bookkeeping services aren’t an audit, aren’t designed to detect fraud, and aren’t intended for reliance by lenders, investors, buyers, or other third parties. • Limitation of Liability and Indemnification. Limits financial exposure and allocates responsibility for claims arising from client information, decisions, tax and payroll obligations, third-party claims, and other specified risks. • Dispute Resolution and Claim Limits. Includes negotiation, mediation, forum selection, jury waiver, class action waiver, collection-cost provisions, and a shortened claim period subject to applicable law. • Independent Contractor and Standard Contract Terms. Confirms independent contractor status and includes governing law, notices, force majeure, assignment, electronic execution, and signer authority. • Customization and Compliance Guide. Includes step-by-step buyer instructions, fields to complete, state-law confirmation items, and practical guidance for preparing the Agreement for use. Stop piecing together your client terms from short engagement letters and generic online forms. This attorney-drafted Bookkeeping Services Agreement gives you a detailed starting point you can customize for each business client using the included Schedule A and Customization and Compliance Guide. Download the template, complete the fill-in fields and service selections, and start your next bookkeeping engagement with clearer written expectations.

Disclaimer:

Please note that using this templates does not constitute legal advise or establish an attorney-client relationship. These templates are intended for general informational purposes only, and may not be suitable for all specific legal needs. We strongly recommend counslting with licenced attorney for any legal advice pertaining to your situation. Unless you have representation from a attorney, you are representing yourself in any legal matter undertaken using our templates.

Bookkeeping Contract

About the Lawyer Selling this Template

Randy M.

Contract Attorney

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5.0 (29)

Member Since:
August 8, 2025

Randy M.

Contract Attorney

Free Consultation

New York, NY

32 Yrs Experience

Licensed in VA

Regent University

Hi, I'm Randy. I've been practicing law for over 30 years, with extensive experience drafting, reviewing, and revising contracts for individuals, entrepreneurs, and businesses. I spent nearly 15 years running my own law practice in Richmond, Virginia, where I represented small business owners, professionals, entrepreneurs, and clients in the entertainment industry. That experience taught me that a good contract must do more than address legal requirements. It should clearly define the parties' rights and obligations, anticipate practical problems, and protect my client's interests if the relationship does not go as planned. Contract drafting and review are major parts of my practice. Over the course of my career, I've drafted and reviewed hundreds of agreements. I also review contracts prepared by other attorneys, businesses, and individuals to identify legal issues, assess enforceability, and identify potential compliance issues under current applicable law. My experience includes: • Prenuptial and postnuptial agreements • Employment and independent contractor agreements • LLC operating agreements for single-member and multi-member LLCs • Consulting, coaching, freelancer, and professional services agreements • Residential and commercial leases • NDAs and confidentiality agreements • Entertainment industry agreements • Business formation and corporate documents • Other commercial and business contracts I also have substantial experience preparing estate planning documents, including wills, trusts, powers of attorney, and advance medical directives. I'm currently based in New York City and am licensed to practice law in Virginia. I work remotely with clients on contract projects across the country. My approach is practical and straightforward. I take the time to understand the transaction, the client's objectives, and the risks that need to be addressed. I then draft an agreement that is clear, thorough, and usable in the real world. Whether you need a new agreement drafted, an existing contract reviewed, or revisions to a document you are negotiating, I can help you identify the important issues and prepare a contract that reflects your objectives. I would be glad to discuss your project and how I can help.

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Recent Review for Randy M.

"I cannot recommend Randy highly enough. From start to finish, he provided one of the most professional and thorough legal experiences I've ever had. This was my first time navigating a prenuptial agreement, and I wasn't sure what to expect. Randy exceeded every expectation. He conducted an incredibly detailed review of the agreement, carefully explaining each recommendation in plain language while supporting his findings with applicable Georgia law. His attention to detail was remarkable, and he identified issues that I never would have recognized on my own. What impressed me most was his responsiveness, clear communication, and genuine commitment to ensuring I understood every aspect of the agreement before signing. Our overall marriage license timeline was seriously delayed because my Fiancé's attorney (also from Contracts Counsel) stopped responding halfway through but Randy even caught several drafting errors from my fiancé's attorney that could have easily been overlooked. That level of diligence speaks volumes about the quality of his work. If you're looking for an attorney who is knowledgeable, meticulous, responsive, and truly advocates for his clients, Randy is an outstanding choice. I am incredibly grateful for his guidance and would not hesitate to work with him again or recommend him to family, friends, and colleagues. Thank you, Randy, for your exceptional service and for making such an important life decision much easier to navigate."

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Randy M.

Details:

Price:

$39.95

Type:

Bookkeeping Contract

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