Sample Bookkeeping Services Agreement

Bookkeeping is an essential part of any business. It involves recording financial transactions, maintaining financial records, and generating financial reports. To ensure that bookkeeping is done correctly, businesses often hire bookkeeping services. When hiring a bookkeeping service, it is essential to have a bookkeeping services agreement in place to ensure that both parties understand their rights and responsibilities.

A bookkeeping services agreement is a contract that outlines the terms and conditions of the bookkeeping services being provided. It includes details on the scope of work, payment terms, confidentiality, liability, and termination.

Here is a sample bookkeeping services agreement that can be customized to fit your specific needs:

Scope of Work

The bookkeeping services provider agrees to perform the following services for the client:

1. Recording financial transactions

2. Maintaining financial records

3. Generating financial reports

4. Reconciling bank statements

5. Preparing tax documents

Payment Terms

The client agrees to pay the bookkeeping services provider a fee for the services rendered. The fee can be hourly, monthly, or based on a predetermined project fee. Payment terms will be outlined in the agreement.

Confidentiality

The bookkeeping services provider agrees that all client information will be kept strictly confidential. The client agrees to provide the bookkeeping services provider with access to all necessary financial information needed to perform the services.

Liability

The bookkeeping services provider agrees that they will not be held liable for any financial losses incurred by the client as a result of the services provided. The client agrees to indemnify and hold the bookkeeping services provider harmless in the event of any legal action taken against them.

Termination

Either party may terminate the agreement for any reason with written notice. The bookkeeping services provider agrees to return all client information and records to the client upon termination.

In conclusion, having a bookkeeping services agreement in place is vital for both the client and the bookkeeping services provider. It ensures that both parties understand their rights and responsibilities and establishes clear expectations for the services being provided. By using the sample bookkeeping services agreement provided, businesses can customize it to fit their specific needs and ensure that they have a comprehensive agreement in place.


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