Bookkeeping services agreement
This is a comprehensive agreement between a company providing bookkeeping and accountancy services and a client business.
- Solicitor approved
- Plain English makes editing easy
- Guidance notes included
- Money back guarantee
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
This document was written by a solicitor for Net Lawman. It complies with current Indian law.
What other customers thought
Average customer rating
"Easy and fulfilled my needs. The documents are accepted by the other parties solicitors without my waiting for my own solicitors to act. Professional documents, easy to use saved my time and money."Roy Butterworth
"I was recommended to you some time ago - many thanks for an excellent document. I have you in my "favourites" Easy to navigate website - clearly displayed and simple to understand. Very easy to use and edit document in clear English. It has enabled me to present a professional and relevant document to my customers with ease. I will recommend Net Lawman due to easy to use website, documents in clear English and easy to edit, very reasonable and prompt."Martha Walker
"The document was clear to read, easy and quick to use. I will recommend Net Lawman due to ease of usability."Clive Bonny