Free Bookkeeping Services Agreement Template

As expected, your agreement also includes typical language regarding the non-employer relationship between the accountant and the client, confidentiality, compensation and, finally, dispute resolution methods. When you conclude your agreement, you can also choose the jurisdiction of the state to which it will be subject. You can use the Document tool to add other custom changes if necessary. To understand the scope of services provided, it is important to describe the responsibilities and responsibilities of each party. For example, an accountant may be responsible for only one person`s taxes or for managing all the finances, accounting, and taxes of an entire company. The client undertakes to engage the accountant as an independent contractor. The accountant is not considered an employee, broker or representative of the client. The Accountant is solely responsible for withholding all applicable taxes on payments made by the Client for services under this Accounting Policy. The signature area under the declaration (“In Witness Whichof..”) contains sufficient space for the accountant and the client to formally enter into this agreement. The accountant must sign the blank line labeled “Accountant`s Signature” and then create the signature date in the blank line labeled “Date.” In addition, the accountant must print his name in the “Print name” line.

The client must also provide execution as a signature. He must sign the “Client`s signature” line, then indicate his signature date on the adjacent line. Once this is done, the customer must provide their name printed in the “Print Name” line. Luckily, you don`t need to start from scratch when you get your contract in writing. With Rocket Lawyer, any accountant can create a free accounting contract relatively easily. Your agreement will be worked out step by step as you enter the details along the way. Usually, given the degree of adjustment, you might end up paying traditional attorney fees in the hundreds of dollars, if not more. For some dates, the second check box must be selected. Here, two blank lines are provided to capture the first calendar date of the work. For the termination checkbox, however, it is indicated here how the contract and the accountant`s employment and customer relationship and customer relationship end.

If the agreement continues until both parties terminate it, the first checkbox must be checked and record the termination days that the party terminating the contract must send to the other party. We must present a report on when the terms of this agreement will be active. In “VI. Duration”, you must select one of the three checkboxes to define when the accountant is supposed to work for the client. If you want the accountant to work for a predetermined period of time, select the Fixed period check box. If this is the case, you need to enter the first calendar date on which the accountant is supposed to work via the first two empty lines, and then the date of the final calendar of his job in the last two empty lines. If this employment relationship begins on a specific date and continues until further notice, check the second box (“Current Period”). The two empty lines in this selection have been provided so that you can indicate the first calendar date on which the accountant will start working. If you wish, you can check the third box (“Other”) and then describe how the accountant`s first and last business day are determined. In the seventh section, “VII Termination” will reflect how this Agreement and thus the employment of the relationship between the accountant and the client referred to herein will terminate.

If this Agreement continues until it is “Terminated by both parties”, check the first box and note how many days the party terminating the Agreement will indicate to the other party in the blank line after the words “.” At least. If only the customer can end this relationship, select the second check box. Once you`ve done that, enter the number of days the client needs to give the accountant when they do this. If only the accountant can end this relationship, select the third check box. Be sure to specify the number of days before the expected termination date that the accountant will indicate to the client in the blank line after the words “.” To make it available to customers. The State responsible for monitoring this Agreement should appear on the white line after the word “.” Located in the State of” in the article entitled “XIII. Applicable law”. A report on where and when the terms of the contract should be active is essential. Here you need to choose between the three checkbox instructions when setting when the accountant should start working. If the professional is supposed to work within a given time frame, you need to mark the fixed time and enter the first calendar date to start working. Either party may terminate this accounting agreement by giving 30 days` written notice to the other party by registered mail.

Upon termination of this Agreement, all services provided (but not yet billed) will be billed in accordance with the payment terms of this Agreement. The signature segment contains enough space for the client and accountant to formally reach a binding agreement. Each party must ensure that it signs under its titles and indicates a date of signature. PandaTip: The terms of this contract template are common for outsourced accounting services contracts. Of course, we recommend that you have a licensed lawyer reviewed to ensure that your contract meets all the legal requirements of the region in which you operate. In addition to each accounting service contract, there is a checklist of instructions on what you need to do next. As a member of Rocket Lawyer, you can edit, print, save as a Word or PDF file, make a copy and/or add electronic signatures from RocketSign® if necessary. Most importantly, send a final copy of the signed agreement to the customer.

Now that all the entities involved have been identified, you need to give an accurate description of the accounting work to be done. The first article will be provided with a checklist that will allow you to clearly define the accountant`s services to fulfill his agreement. You must name services such as accounts payable, bank reconciliation, budget creation, bill payment, custom reports, accounts receivable, and other services by selecting the appropriate check boxes. If none of the elements define the hiring of the professional, you must mark the last part that specifies the others and describes the services required. The first statement begins by documenting the date on which both parties enter into this agreement. To do this, you need to note this calendar month and calendar day in the first empty line and the year in the second empty line. The accounting officer must be named in this declaration. Therefore, locate the field labeled “Accountant” and specify the legal name of the accountant to hire. You must establish the identity of this entity by specifying its mailing address in the following three blank lines. The client who intends to hire the above accountant through these documents must have his full name indicated in the white line with the inscription “Client”. His postal address must also be given here. Use the last three empty lines to represent the customer`s address, location, and mailing address status.

This Accounting Agreement is governed by the laws of [Sender.State], [Sender.Country]. If you try it yourself, hiring a lawyer to comment on documents can be expensive. Some lawyers will not even agree to review documents they have not written. In case a lawyer offers to help you, they will probably still charge their standard rate for it. A simpler option is to use the On Call network of lawyers. When you become a Premium member, you can have your agreements reviewed by an experienced contract lawyer. Whether you end up making additional copies of your accounting services contract or other agreements for your business, Rocket Lawyer is here for you. .