Bookkeeping Services Agreement

Edit a bookkeeping services agreement template for freelance bookkeepers. Review it online, then unlock licensed PDF, Word, and print tools after purchase.

For Freelance Bookkeepers · Agreement · CA$15

Define records, systems, recurring tasks, client responsibilities, deadlines, fees, corrections, exclusions, confidentiality, and termination.

Included editable fields

  • Bookkeeper
  • Client
  • Effective Date
  • Entities / Accounts Covered
  • Bookkeeping Services
  • Accounting Period / Frequency
  • Client Record Delivery Duties
  • Software / Systems
  • Fees and Payment Terms
  • Corrections / Historical Cleanup
  • Excluded Tax / Audit / Advisory Services
  • Termination / File Handoff
  • Service / Job Location
  • Job / Service Type
  • Pre-Start Confirmations
  • Post-Service Record / Outcome
  • Known Risks & Disclosures
  • Authorization / Waiver Acknowledgement
  • Limitations & Exclusions
  • Activity Log / Checklist
  • Record Timestamp
  • Client Responsibilities