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Free Accounting Contract Template for Download

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free independent contractor agreement for accountant and bookkeeper

If you create a written bookkeeping services contract and you decide to change your prices, you and the client will need to enter that change into the contract. Any renegotiated terms will usually not be enforceable if they are not included in the written agreement. Also, be aware that some states accountant for independent contractor require that such a contract be notarized. It is up to you to determine whether this is a requirement where you live. This can extend to things like payroll, general bookkeeping, bill payments, bank reconciliation, financial transactions, customized reports, budget preparation, and more.

Standard bookkeeping services include accounts payable, accounts receivable, monthly bank reconciliations, and financial statement preparation. If you offer additional services, they should be carefully explained in the services agreement. Make sure you include language so the parties understand the effective date for bookkeeping services and whether the agreement is ongoing or fixed.

Overcome misuse with a bookkeeping service agreement

You will indemnify or not hold the client responsible for any expenses arising out accidents or medical emergencies while providing accounting services as a freelancer. As stated previously, bookkeeping companies can offer a wide array of services. Thus, this clause of the bookkeeping service agreement interprets and outlines the services that the client wishes to procure. Having a clear definition of the services ensures that your services are not exploited by increasing the scope of your work. Below is a free bookkeeping service agreement template you can use as a starting point to make sure you’ve covered the duties included in your engagement.

Seasoned bookkeepers know that bookkeeping is much more than just reporting on figures. It includes analysis of the data resulting from the findings, summarizing recorded transactions, and reporting on the same. Ever had problems at work regarding fulfillment of professional commitments? Well of course you certainly would have had a few bad experiences in your career; accountancy is not a heavenly profession with angels all around you after all. Whether it is your employer from the work place or a client who hires your freelance accounting services, people tend to disregard the things they owe you for your services sometimes.


While bookkeeping doesn’t often lead to legal action (and, of course, you should always maintain professional liability insurance), you should be prepared if an engagement does lead to legal action. The Client will be responsible for providing all the necessary documentation and accounting system access necessary to perform the services outlined in the bookkeeping agreement above. The Client acknowledges that the accuracy of financial information provided is the sole responsibility of the Client, and the Bookkeeper will be held harmless from any liability resulting from the inaccuracy of the financial records provided by the Client. You should include any details that pertain to your situation in your bookkeeping contract. An independent contractor agreement for accountant and bookkeeper is an important document to determine, for tax purposes, that the worker is not an employee of the company.

A checklist has been supplied to the first article (“I. Services”) allowing you to define the services the Accountant must supply to fulfill this agreement. If none of the previous items adequately define what the Accountant is being hired to do or part of what the Accountant will be responsible for, then mark the last box and describe the services required. If you want to see more samples and format, check out some of the bookkeeping agreement samples and templates provided in the article for your reference. No modification of or amendment to this Agreement shall be effective unless in writing and signed by each of the Parties.

How to Write an Accounting Contract?

Also included in this area are the rules for termination, such as whether termination by the bookkeeper or by the client requires advance written notice, usually days. Also known as an accounting contract, bookkeeper contract agreement, bookkeeping services contract, or simply a bookkeeper agreement, it can also be used to list any services that you do not want the accountant/bookkeeper to perform. Should questions arise at a later date as to exactly what the job entailed, having a contract that was negotiated between you and your independent contractor accountant/bookkeeper will be the source for putting the record straight. By signing the agreements, the accountant swears to abide by the client’s conditions and vice versa. Most importantly, the bookkeeping contract details the pricing of the accounting services and the payment plan. Copyright Rocket Lawyer Incorporated.Rocket Lawyer is an online legal technology company that makes the law simpler and more affordable for businesses, families and individuals.

free independent contractor agreement for accountant and bookkeeper

The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise. Recording your company’s financial transactions into organized accounts day to day is quite stressful. If you are looking to hire someone to handle the bookkeeping for yourself or your company, it’s important that you consider using a sample or template for contract bookkeeping. Factors impacting a bookkeeper’s salary include overall experience, certification, part-time/full-time status, location, and whether they are a work-from-home or standard bookkeeper.

How To Write a Bookkeeping Services Agreement

Lawyers on UpCounsel come from law schools such as Harvard Law and Yale Law and average 14 years of legal experience, including work with or on behalf of companies like Google, Menlo Ventures, and Airbnb. Both parties should pay careful attention to record keeping. In most cases, the independent contractor is responsible for paying all employment taxes and must make sure that the employer has filed the Form 1099 with the IRS to account for compensation earned.

Rocket Lawyer has helped over 20 million businesses, families and individuals make legal documents, get attorney advice, and confidently protect their futures.Legal information and other services are delivered by or through Rocket Lawyer via SIGN.PLUS free accounting contract template is the perfect solution for businesses of all sizes. With our easy-to-use template, you can customize your contract to meet the unique needs of your business and ensure that all the necessary details are included. Download our free accounting contract template now, customize the template based on your requirements and utilize SIGN.PLUS free electronic signature tool to streamline your accounting agreements today. Accounting contracts or bookkeeping services typically specify the scope of services to be provided by the accountant, the timeline for completing the work, the fees to be charged for the services, and any other relevant terms and conditions.

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