Bookkeeping
Contract Template
Created by:
Daniel Reyes
Acme Climate Co.
Prepared for:
Mitchell & Co.
Page 1 of 10
Agreement Overview
Setting expectations before bookkeeping work begins
This Bookkeeping Services Agreement (“Agreement”) outlines the terms under which Acme Climate Co. (“Bookkeeper”) will provide bookkeeping services to Mitchell & Co. (“Client”).
The purpose of this Agreement is to:
Clearly define the bookkeeping services provided
Establish responsibilities of both parties
Set pricing, payment terms, and service conditions
Support accurate financial records and ongoing compliance
This Agreement is designed to create a smooth, transparent, and professional working relationship.
Engagement Details
Identifying who this agreement applies to
Service Provider
Legal Name: Acme Climate Co.
Address: 14 Banksia St
Contact: 07 3123 4567
Client
Legal Name: Mitchell & Co.
Address: 22 Wattle Rd, Paddington QLD 4064
Primary Contact: Sarah Mitchell
Role: Recipient Job Title
Commencement Date
This Agreement commences on Effective Date.
Services Included
Bookkeeping services covered under this agreement
The Bookkeeper will provide the following services, as applicable:
Transaction recording and categorisation
Accounts payable and receivable tracking
Bank and credit card reconciliations
General ledger maintenance
Payroll processing (if agreed)
Financial reporting support
Budget tracking and preparation assistance
Deliverables
What you will receive on a regular basis
Updated accounting records
Reconciliation summaries
Supporting schedules and documentation
Bookkeeping queries and clarifications
Service Schedule
How often bookkeeping work is performed
Service frequency: [Weekly / Monthly / Quarterly]
Reporting cadence: [ReportingSchedule]
Review cycle: [ReviewFrequency]
Systems & Software
Tools used to deliver services
Bookkeeping services may be delivered using:
[AccountingSoftware] (e.g. Xero, MYOB, QuickBooks)
Bank feeds and integrated platforms
Secure document-sharing systems
Client Obligations
What the Client agrees to provide
The Client agrees to:
Provide complete and accurate financial information
Submit documents within agreed timeframes
Grant access to relevant systems, bank feeds, and records
Review reports and raise questions promptly
Notify the Bookkeeper of changes affecting bookkeeping
Delays or inaccuracies may impact reporting timelines or outcomes.
Our Commitment
How bookkeeping services are delivered
The Bookkeeper will:
Perform services with reasonable care, skill, and diligence
Maintain confidentiality and data security
Communicate discrepancies or issues promptly
Deliver services based on information provided by the Client
Professional Limitations
Understanding the boundaries of bookkeeping services
Bookkeeping services do not include:
Tax advice or tax planning
Legal advice
Audit or assurance services
Business valuations
These services may be provided under a separate agreement if required.
Bookkeeping Fees
Transparent pricing for ongoing services
Service | Term | Price | Monthly | Cost | Tax | Total |
|---|---|---|---|---|---|---|
Senior Bookkeeper | 12 Months | $100.00 | $100.00 | $1,200.00 | $120.00 | $1,320.00 |
Monthly Fee | 12 Months | $600.00 | $600.00 | $7,200.00 | $720.00 | $7,920.00 |
One-off fee | One-off | $500.00 | $500.00 | $500.00 | $50.00 | $550.00 |
| Price | Tax | Total | |
|---|---|---|---|
| Minimum Month Cost | $100.00 | $10.00 | $110.00 |
| Full Term Cost | $1,200.00 | $120.00 | $1,320.00 |
| One-off Costs | $500.00 | $50.00 | $550.00 |
| Total | $1,700.00 | $170.00 | $1,870.00 |
Additional Work
Services outside the agreed scope
Any work outside the agreed scope will be quoted and approved in writing before proceeding.
Payment Terms
How and when invoices are paid
Invoicing frequency: [Every 30 Days]
Payment due: [PaymentDueDays] days from invoice date
Late payment policy: [LateFeePolicy]
Accepted payment methods: [PaymentMethods]
Terms & Conditions
The standard conditions governing this agreement
Confidentiality
All Client information will be treated as confidential unless disclosure is required by law or authorised by the Client.
Reliance on Information
The Bookkeeper relies on information provided by the Client and is not responsible for errors arising from incomplete or inaccurate data.
Independent Contractor
The Bookkeeper is engaged as an independent contractor and is not an employee, agent, or partner of the Client.
Term & Termination
Either party may terminate this Agreement by providing [TerminationNoticePeriod] days written notice.
Work completed up to the termination date will be billed accordingly.
Limitation of Liability
To the extent permitted by law, liability is limited to fees paid for the relevant services, except in cases of gross negligence or wilful misconduct.
Governing Law
This Agreement is governed by the laws of [GoverningJurisdiction].
Entire Agreement
This document constitutes the entire agreement between the parties and supersedes all prior discussions or understandings.
Agreement Acceptance
Confirming acceptance of this bookkeeping agreement
By signing below, both parties agree to the terms outlined in this Bookkeeping Services Agreement.
Mitchell & Co.
Signed by:
Sarah Mitchell
12 Nov 2026
Acme Climate Co.
Signed by:
Daniel Reyes
12 Nov 2026
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About this template
How this contract works
This accounting contract template can be used as a service contract with new commercial clients by an individual accountant, book-keeper, or agency. The 10 pages cover Cover Pagee, Introduction & Purpose, Parties to the Agreement, Scope of Bookkeeping Services, Service Frequency & Tools, Client Responsibilities, Bookkeeper Responsibilities & Limitations, Fees & Payment Terms, Terms & Conditions and Acceptance & Signatures. Start from this contract, add your logo, prices and terms, then send it as a live link your client signs online.
Questions
Before you start
Is this bookkeeping contract template free?
Yes. Start a free 14-day QuoteCloud trial, no credit card needed, and the template opens ready to edit with your company details and logo.
Can clients sign it online?
Yes. The template has e-signature fields, so clients sign from any device and you are notified the moment they do.
Can clients choose optional extras?
Yes. Mark any line as optional and clients tick it on or off themselves; totals and tax update instantly.
Can I change the branding and sections?
Everything is editable: colours, fonts, images, page order and every section of text.
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