Bookkeeping Service Agreement Sample

In addition to defining services, this section of the accounting contract also contains information on rates for services. It legitimizes your assertion that the customer has agreed to pay a certain amount at a specified price for all the services you provide. Depending on the business model and the type of project, you can charge a flat-rate service fee, hourly rates or monthly retention. You can use intellectual property in the form of tools and models developed through years of service. Just because a customer uses your services doesn`t mean they own your intellectual property. Therefore, you must include a protection clause for your IP in the accounting service contract. 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. 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).

The signature area below the statement (“In Witness Whereof… ” provides sufficient space for the accountant and client to formally conclude this agreement. The accountant must sign the empty line called “accounting signature” and then establish the signature date in the empty line called “date.” In addition, the accountant must print his name in the “Print Name” line. The client must also provide an execution signature. He must sign the “Customer Signature” line and then indicate his signature date on the adjacent line. Once done, the customer must present his or her name in the “Print Name” line. The accountant provides the client with the following services: Accounts Receivable Accounts General Bookkeeping Budget Preparation Financial Bank Account Reconciliation General Ledgers Payroll Next in your accounting contract model is the exact description of the service you provide. You can provide a checklist to name them, for example the . B, creditors and receivables, main book, payment of bills, etc. 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. As you can see, an accounting service contract is a must for all accounting service bookings. Accounting is a time-consuming and hard-working task, so it`s fair to make sure that you and your interests remain protected.

The head of your accounting document should indicate that this is an accounting contract that should be followed by the date the agreement was reached by both parties. Then comes the introduction of the parties – the client and the accountant. Information provided by the parties includes the company name, contact address, postal address and telephone number. CONSIDERING that the client wishes to retain the accountant of accounting services, the main introduction of the accounting agreement covers the names of the parties involved. It also includes a summary of all the basic points of the agreement, such as services. B the services concerned, the accountant`s remuneration and the terms and conditions. It can also specify the commitment period and the date on which the accounting contract will be cancelled. Compteed by the accountant, the accounting services desired by the client and the client who pays the accountant for the performance of the accounting services, the parties agree: some independents have already had bad experiences with their clients.

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