5 Bookkeeping Contract Templates for Accounting Firms

5 bookkeeping contract templates for accounting firms

Omid G Feb 12, 2025

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What to include in a bookkeeping contract

Knowing what to include in your bookkeeping contract is your foundation. It’s going to help you not only choose the right template for your services, but it will also help you review and analyze contracts your clients may send for you to sign.

A solid and well-written contract is going to outline: who’s involved, what services are included, confidentiality, how you’re going to get paid, and how to handle disputes or terminations.

Parties involved

First is knowing who’s involved in a project. Aka, this part should be you stating all parties involved in the contract agreement. This is mainly going to come down to two parties:

You, the bookkeeping service provider.
Your client, the person or business receiving your services.

Scope of work

Once you know who’s involved, you need to state what you’re going to do for them. This section of your contract will define the exact bookkeeping services you’re going to provide. You want this part to be as detailed as possible so you don’t get into scope creep or any misunderstandings on what type of work (and how much) you will be doing.

Here are some general bookkeeping services that professionals include:

Reconciling bank and credit card statements
Recording and categorizing financial transactions
Creating monthly financial reports (profit and loss, cash flow, or balance sheet)
Accounts payable tracking
Payroll processing and tax estimations
Sales tax reporting and filing

Deliverables and deadlines

Next up is the what and when of your services. The scope of work goes over the what in detail, but this part will explain further the exact deliverables. The deadline will also mention when those deliverables are to be expected.

Confidentiality and security

Next up is something that’s extremely important when dealing with money — security and confidentiality.

Payment terms

Next up is my favorite — getting paid.

Termination policy

Hopefully, you don’t have to deal with this part of your bookkeeping contract but always better to be safe than sorry. Having a clear termination clause in your contract lets all parties involved know how they can end a contract, how much notice is required, and what happens after termination.

5 bookkeeping contract templates you can use in 2025

Conclusion

Finding the right bookkeeping contract template is just the first step to running your bookkeeping business. Albeit an exciting step because it means you just signed a client!

But once a contract is signed, and the work begins, you’re left with other parts of your account business that need a lot of TLC (tender, love, and care). Things like giving your clients a dedicated portal to access (and upload) all of their files, view outstanding invoices, and communicate with you are all equally (if not more) important.