Bookkeeping services agreement
- Length:10 pages (2550 words)
- Available in:Microsoft Word DOCXApple PagesRTF
If the document isn’t right for your circumstances for any reason, just tell us and we’ll refund you in full immediately.
We avoid legal terminology unless necessary. Plain English makes our documents easy to understand, easy to edit and more likely to be accepted.
You don’t need legal knowledge to use our documents. We explain what to edit and how in the guidance notes included at the end of the document.
We offer free support by email in respect of editing the document. You can also use our Document Review Service if you want to our legal team to check that the document will do as you intend.
Our documents comply with the latest relevant law. Our lawyers regularly review how new law affects each document in our library.
About this bookkeeping agreement
This agreement sets out the relationship between a bookkeeping company and a client business. The bookkeeping company is likely to provide a range of services, from record keeping to accounts preparation, financial forecasting, budgeting and management reporting.
The document is suitable for one-off project work, such as putting a new accounting system in place, or for on-going service provision.
Key features of this document
Intellectual property protection
The most striking feature of this agreement is the optional provision for the license of intellectual property developed by the bookkeeping company. You are likely to develop tools that save you time, or allow your client to work without you. These might be report templates, or spreadsheets containing macros, or a process for collecting data. This IP is valuable (if only at the replacement cost of time), so you should make sure that you own the rights to it, and can reuse it for other clients. This contract contains provisions that ensure that IP developed in the course of working for a client remains yours, and not your client's. Your client will be aware that when the contract terminates, he loses the benefit of the use of the IP.
Limitation of liability
A limitation of liability provision sets out the boundaries of your responsibilities and it should limit the amount of damages that the client can seek. We include tough terms to help ensure that your client does not pursue you for something for which you were not responsible.
This document is for a company. If you are a sole trader, you will a contract for services that emphasises that you are self-employed. See our bookkeeping terms and conditions template.
If you offer business consultancy services as well, you might consider using one of our consultancy agreements in place of this agreement for those services.
This document includes provisions relating to:
- Details of the parties
- Detailed description of the work required
- Payment and hours worked
- Limitation of liability
- Licence of intellectual property
- Hours to be worked
- Dispute resolution
- Other legal provisions
- Explanatory notes and guidance
All rights reserved