Bookkeeping Contracts are essential documents for establishing professional relationships between bookkeepers and their clients in the United States. These contracts serve to protect both parties by clearly defining the scope of services, responsibilities, and expectations. They are particularly important given the sensitive nature of financial information and the need to comply with various federal and state regulations, including tax laws and accounting standards. The contract should address key aspects such as confidentiality, liability, service standards, and dispute resolution procedures.
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1. Parties: Identification of the bookkeeper/firm and the client, including legal names and addresses
2. Background: Brief context of why the agreement is being entered into
3. Definitions: Key terms used throughout the agreement
4. Scope of Services: Detailed description of bookkeeping services to be provided
5. Term and Termination: Duration of the agreement and conditions for termination
6. Fees and Payment Terms: Compensation structure, payment schedule, and billing procedures
7. Confidentiality: Protection of client's financial information and trade secrets
8. Professional Standards: Commitment to follow relevant accounting standards and practices
1. Additional Services: Optional services beyond basic bookkeeping that may be offered as part of tiered service packages or add-on services
2. Software and Systems: Specific accounting software or systems to be used when particular platforms are required for the engagement
3. Client Responsibilities: Detailed outline of client's obligations in providing information and documentation when clear delineation of duties is needed
4. Insurance Requirements: Professional liability insurance details for larger clients or high-risk engagements
1. Schedule A - Service Details: Detailed breakdown of specific bookkeeping services and deliverables
2. Schedule B - Fee Structure: Detailed pricing information and payment terms
3. Schedule C - Service Level Agreement: Performance metrics and response times
4. Appendix 1 - Document Retention Policy: Specific requirements for maintaining financial records
5. Appendix 2 - Software Requirements: Technical specifications and software requirements
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