This Bookkeeping Service Agreement ("Agreement") is made and entered into as of [DATE], by and between:

[Your Business Name] ("Bookkeeper"), a [STATE] corporation with a principal place of business at [Your Address]

and

[Client Name] ("Client"), a [CLIENT ENTITY TYPE] with a principal place of business at [Client Address]

WHEREAS, Bookkeeper desires to provide certain bookkeeping services to Client, and Client desires to engage Bookkeeper for such services.

NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter set forth, the parties agree as follows:

1. Services

Bookkeeper agrees to provide Client with the following bookkeeping services (collectively, the "Services") as outlined in a mutually agreed upon Statement of Work ("SOW") attached hereto as Exhibit A and incorporated by reference:

Service Description
General Bookkeeping Recording financial transactions, categorizing expenses and income, maintaining general ledger
Accounts Payable Processing and paying bills
Accounts Receivable Tracking and collecting outstanding invoices
Bank Reconciliation Reconciling bank statements with internal records
Payroll and Check Registers Managing payroll processing and issuing checks
Financial Statements Preparing basic financial statements (e.g., income statement, balance sheet)
Customized Reports Generating reports tailored to Client's needs
Budget Preparation Assisting with budget creation and monitoring
Bill Payment Making bill payments on Client's behalf (upon approval)
 
 

The specific scope of the Services will be further defined in the SOW, which may be amended from time to time upon mutual written agreement of the parties.

2. Fees

Client agrees to pay Bookkeeper a fee of [AMOUNT] for the Services as outlined in the SOW. The fee structure may be based on an hourly rate, a monthly retainer, or a project fee. The specific fee structure will be detailed in the SOW. Payment is due [DUE DATE] following the completion of each service period (e.g., month, quarter). Late payments will be subject to a late fee of [AMOUNT]% per month (or portion thereof) that the payment is outstanding.

3. Payment Schedule

The Client shall pay the Bookkeeper: (check one)

Recurring Payment.

Paid

weekly

bi-weekly

monthly

quarterly

yearly

Upon Completion.

Upon completion of the Services to the Client.

Other.

4. Performance Standards

Bookkeeper agrees to perform the Services in a professional and competent manner, in accordance with generally accepted bookkeeping principles ("GAAP"). Bookkeeper will use commercially reasonable efforts to ensure the accuracy and completeness of the financial records.

5. Obligations of the Client

Client agrees to:

  • Provide Bookkeeper with timely and accurate financial data, including bank statements, invoices, receipts, and other relevant documents.
  • Grant Bookkeeper access to Client's accounting software and financial data as necessary to perform the Services.
  • Respond promptly to Bookkeeper's inquiries regarding financial data or bookkeeping procedures.
  • Review and approve financial reports generated by Bookkeeper on a timely basis.

6. Working Situation

Client and Bookkeeper will agree on a communication plan and preferred method of document exchange (e.g., secure online portal, email). Bookkeeper will be available to answer Client's questions regarding the Services during regular business hours ([HOURS]).

7. Confidentiality

Both parties agree to hold in confidence all non-public information of the other party obtained in connection with this Agreement. This obligation shall not apply to information that is (a) already known to the receiving party, (b) lawfully obtained by the receiving party from a third party without a confidentiality obligation, or (c) in the public domain through no fault of the receiving party.

8. Resolution of Disputes

Any dispute arising out of or relating to this Agreement shall be settled through [METHOD OF DISPUTE RESOLUTION, e.g., mediation, arbitration].

9. Entire Agreement

This Agreement constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior or contemporaneous communications, representations, or agreements, whether oral or written.

10. Connection Between the Parties

This Agreement does not create an employer-employee relationship or a partnership between the parties. Bookkeeper is an independent contractor.

11. Indemnification

Each party agrees to indemnify and hold harmless the other party, its officers, directors, employees, and agents from and against any and all claims, losses, damages, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to a breach of this Agreement by such indemnifying party.

12. Waiver

No waiver by either party of any breach or default hereunder shall be deemed to be a waiver of any subsequent breach or default.

13. Severability

If any provision of this Agreement is held to be invalid or unenforceable, such provision shall be struck and the remaining provisions shall remain in full force and effect.

14. Bookkeeper Signature

[Your Business Name]

By: [Name]

Title: [Title]

Date:

15. Client Signature

[Client Name]

By: [Name]

Title: [Title]

Date:

Exhibit A: Statement of Work

(Attach a detailed description of the specific services to be provided, deliverables, timelines, and any additional terms specific to the engagement.)