Bookkeeping Services Agreement Template

This clause in the accounting service contract ensures that the client does not follow you for things for which you are not responsible. It sets the limits of your responsibilities and limits the amount of damages and commitments a customer can claim in exchange for your services. Many companies, from large companies to professionals, turn to accountants to manage their finances. Experienced accountants know that accounting is more than just a numbers report. It includes analysis of results data, summary of recorded transactions and reports on the subject. Have you ever had problems fulfilling your professional obligations? Well, of course, you would certainly have had bad experiences in your career; Accounting is not a celestial profession with angels around you. Whether it`s your workplace employer or a client doing your freelance accounting services, people tend to ignore the things they sometimes owe you for your services. What prevents you from using this model may be the fear of missing an important clause that could lead to non-payment of fees by the customer. This model for the accounting agreement can be used as a standard form that you use in any case when you provide your services, or you can customize them for each customer. An accountant must include the specific service that must be provided on behalf of a client in a signed accounting contract model. Depending on the client, an accountant may be asked to manage a combination of the following commitments: This accounting contract is considered effective on the date of creation and continues from month to month until it is terminated by one of the parties.

The accountant swears to provide all services to the highest standards defined by the National Association of Accountants and the National Tax Preparers` Association. Because you work as an accountant or accountant with financial information, you should include access and authorization to client databases in your accounting model. It is also good that you mention that the accuracy of the financial data available is your client`s full responsibility. It is therefore important to establish an accounting contract to keep things professional and guarantee your interests from day one. Now that the two agencies involved have been identified, we need to provide an accurate description of the work to come. A checklist has been provided in the first article (« I. Services ») that allows you to define the services the accountant must provide to execute this contract. In this way, you call services such as Accounts Payable, Accounts Receivable, Bank Reconciliation, Bill Payment, Budget Preparation, Customized Reports, Detailed General Ledgers, Financial Bookkeeping, Payroll And Check Registers and/or Other Services by simply marking the corresponding control box. Note the last item on this list.

If none of the previous articles correctly defines what the accountant should do or part of what the accountant is responsible for, check the last field and describe the required services. This accounting contract is governed by the laws of [Sender.State], [Sender.Country]. The document contains another calendar, which contains a list of tasks and accounting tasks. The list is not exhaustive, and you must add, delete and modify it to reflect all the services to be provided (and so that it does not contain any services not offered).