Bookkeeping is the recording of the financial transactions of a person or entity. This
document contains both standard clauses including a description of the services, the
term of the agreement, a confidentiality clause, and a governing law clause. Additional
terms may be added by the contracting parties, making it fully customizable to fit the
needs of the contracting parties. Use this agreement when one is a Client entering into
an agreement with a Bookkeeper, or if one is a Bookkeeper entering into an agreement
with a Client.
BOOKKEEPING SERVICES AGREEMENT
This Bookkeeping Services Agreement (hereinafter “the Agreement” is entered into and
effective as of [insert date] by and between by and between the following Parties:
[Insert Name of Client] (hereinafter “Client”) with a principal business address of
[Insert Name of Bookkeeper] (hereinafter “Bookkeeper”) with a principal business
address of _______________________ _______ ____, collectively referred to as the
WHEREAS, Client desires Bookkeeper to perform bookkeeping services, upon the
terms and conditions set forth in this Agreement.
NOW, THEREFORE, the Parties intending to be legally bound hereby agree as
1.1 Bookkeeper agrees to provide bookkeeping services which include the
preparation of billing statements, collection of accounts receivable, payment of
payables as requested by Client, reconciliation of Client’s bank statements, preparation
of unaudited financial statements, general record maintenance (collectively, the
1.2 Client shall make available to Bookkeeper all information and materials necessary
for Bookkeeper to provide the Services requested. It is understood that the accuracy of
financial information supplied to Bookkeeper is the sole responsibility of Client.
Bookkeeper shall not be held responsible for the production of inaccurate financial
statements or other work product if the financial data submitted by Client is inaccurate.
1.3 Bookkeeper shall perform all services in a professional manner consistent with
accepted bookkeeping standards.
2.1 Client shall pay to Bookkeeper [insert an hourly rate or a monthly rate] as
compensation for the Services rendered. Client will also reimburse Bookkeeper for all
reasonable out-of-pocket travel, living and other ancillary expenses paid or incurred by
Bookkeeper while away from the place(s) of business of Bookkeeper in connection with
the Services rendered. Bookkeeper will have no obligation to perform any Services
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when any amount required to be paid by Client remains due and unpaid beyond the
date such amount is due.
2.2 Bookkeeper will invoice Client for all fees, charges and reimbursable items
payable to Bookkeeper on a monthly basis as such payments are due. Bookkeeper will
provide original receipts expenses Bookkeeper is seeking reimbursement for. Client will
pay the invoiced amount in full within __ business days of receipt of invoice, without
deduction or setoff. Client will pay interest, at a rate equal to the lesser of 2.5% per
month (or part thereof) or the maximum legal rate permitted, on the amount shown on
any invoice that is paid later than thirty (30) days after the date of the invoice.
3.1 The Term shall begin on _____________ and continue on a month to month
basis. This Agreement may be terminated by either party, with or without cause, by
giving thirty (30) day written notice.
IV. CONFIDENTIAL INFORMATION [Tip: Docstoc has several resources
available regarding detailed Confidentiality Agreements that can that can be used in
conjunction with this Agreement].
The term “Confidential Information” shall mean any and all information or proprietary
materials (in every form and media) not generally known in the relevant trade or
industry and which has been or is hereafter disclosed or made available by either party
(the “disclosing party”) to the other (the “receiving party”) in connection with the
efforts contemplated hereunder, including (i) all trade secrets, (ii) existing or
contemplated products, services, designs, technology, processes, technical data,
engineering, techniques, methodologies and concepts and any information related
thereto, (iii) information relating to business plans, sales or marketing methods or
merchandising techniques, plans or information, and actual or potential customer lists
or requirements. (iv) financial information or materials, (v) cost data, (vi) user lists and
information, (vii) actual or potential vendor lists and information, (viii) procurement
requirements, (ix) purchasing information, (x) manufacturing or development
information, (xi) pricing policies, (xii) information about employees, consultants,
independent contractors, interns, officers, directors, shareholders, investors, lenders,
accountants, attorneys, and any other agents of either party, (xiii) information about
actual, under development, or what might reasonably be anticipated to be or become
business and contractual relationships, (xiv) actual or potential lender, investor or
“partner” lists and information, and (xv) other proprietary business information of
either Party. “Information” as it relates to people or entities includes all contact
information, including name, title, position, address, phone numbe