Accounting

Bookkeeping Contract Template

This bookkeeping contract template also available in PDF can be used as a legally binding agreement which comes along with an engagement letter. It serves to safeguard the interests of both bookkeeper or accountant and their client. This free bookkeeping contract template includes services to help you showcase your expertise for example, maintaining financial transactions, accurate recording of cash flow and financial reporting. You can customize the logo, colors, testimonials, cover letter, services and various other elements according to your needs. Sign up now - it's free.
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Why use Cone Bookkeeping Contract Template?

Streamlined

This Bookkeeping Contract Template is designed for legal compliance. Also, it's simple and clear which ensures client have better experience.

Comprehensive

This template covers all the essential aspects of a comprehensive contract or agreement like scope, payment terms etc.

Flexible

This template can be customized according to your needs.

How to use Cone Bookkeeping Contract Template

This Bookkeeping Contract covers all the essential elements of a simple bookkeeping contract which comes along with an engagement letter. It is built to meet the diverse needs of bookkeepers, freelancers, accountants as well as accounting firms. If you're a solo bookkeeper or accountant or an accounting firm, this template can adapted seamlessly to your needs - available in web, PDF formats as well. By using this bookkeeping contract, you can save time and ensure legal compliance.
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Click "Use this template"

Select our Bookkeeping Contract Template and customize it according to your needs.

Customize the proposal

Add additional information you would like for example logo and videos, and create an engaging proposal.

Generate the proposal

You can generate a professional web proposal or PDF of your proposal in seconds.

Features

What's included in Bookkeeping Contract Template

This Bookkeeping Contract Template includes the following sections:

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Impressive cover letter
Cover letter included here sets a context for the client about your business. You can personalize it according to your needs.
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Executive summary

This section showcases your expertise, your team's strength, experience and the value you bring uniquely to a particular client in case. If you also have a brochure already, you can add it to the section.
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Testimonials

Building trust is key for converting the clients. Start it by adding testimonials providing the evidence of the quality of your work.
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Scope of Services

Specifying the the scope of your services clearly is key. Detail all the specific deliverables and responsibilities of you and your clients as well.
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Pricing

Outline your pricing structure, billing methods accepted, and any additional fees clients will incur.
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Terms

Include the terms and conditions of your engagement. This sets clear expectations for both the parties regarding timelines, responsibilities, confidentiality, and any other contractual obligations.
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Payment instructions

Payment terms need to be clearly drafted. Specify payment terms, methods, and schedules so that the clients have a clear understanding of how and when they need to pay.
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Signatures

Have space for signatures.
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Frequently asked questions

What is a Bookkeeping Contract?

A bookkeeping contract  template outlines the terms, conditions, and scope of services for a bookkeeping engagement. It serves as a legally binding agreement between a bookkeeper or an accountant and their client.

How to Write a Contract for Accounting Services?

Accounting services contract can be written from scratch or by using a software like Cone Proposal & Billing Software.

Things to consider when creating a contract for Accounting services:

  1. Scope of Services
  2. Payment Terms
  3. Term and Termination
  4. Confidentiality and Privacy
  5. Responsibilities of Each Party
  6. Indemnification and Liability
  7. Dispute Resolution
  8. Governing Law
What is a Bookkeeping Contract Template?

A bookkeeping contract  template outlines the terms, conditions, and scope of services for a bookkeeping engagement between an accountant or bookkeeper and their client. It serves as a legally binding agreement. The template includes sections like scope of service, payment terms, legal and confidentiality clauses.

How to Offer Bookkeeping Services as a Contract?

Bookkeeping services contract can be written from scratch or by using a software like Cone Proposal & Billing Software.

Absolutely! Professional services proposal templates provide a polished and consistent representation of your services, enhancing your credibility and increasing the likelihood of winning new clients. However, if you have to change the terms and conditions, we suggest running it by an attorney.
How much will Cone Proposal and Billing software cost?
We offer the best value-for-money pricing plans in the market. Please visit this page on our website to explore our pricing options and choose the plan that best suits your needs.

Prices start at 8$ per user/month.

We offer the best value-for-money pricing plans in the market. Please visit this page on our website to explore our pricing options and choose the plan that best suits your needs.
We offer the best value-for-money pricing plans in the market. Please visit this page on our website to explore our pricing options and choose the plan that best suits your needs.