Bookkeeping Services Agreement
A bookkeeping services agreement is a contract for recurring recording and reconciliation of a client's financial transactions in agreed accounting software. Use this when a bookkeeper serves SMB clients on QuickBooks or Xero. It defines cutoff dates, missing receipt policies, and that CPA tax prep is separate.
What's included
A ready-to-use bookkeeping services agreement covering services: categorization, bank rec, ar/ap support scope, software access and client document duties, monthly close deadline and reporting package, with signature fields already placed for Bookkeeper and Client. Fill in the bracketed details (like [Company Name] or [Date]) using Docracy's built-in text editor, then send it out for signature.
This is a general template for informational purposes only and does not constitute legal advice. Consult a qualified attorney to review it for your specific situation and jurisdiction before use.
Key clauses
- Services: categorization, bank rec, AR/AP support scope
- Software access and client document duties
- Monthly close deadline and reporting package
- Excluded tax preparation and audit support
- Fee, billing date, and late payment
- Confidentiality of financial data
What you'll fill in
[Bookkeeper/Firm][Client Business Name][Software Platform][Monthly Fee][Monthly Close Deadline][Services Included List][Effective Date]Legal summary
Bookkeeper maintains records accurately based on client-provided docs; tax positions remain client's responsibility with their CPA. Access credentials must be secured.
Free for up to 2 signers, no account required. Need unlimited? Flat $10/month.
FAQ
Is this Bookkeeping Services Agreement legally binding?
Signing through Docracy uses a simple electronic signature (SES), which is legally recognized for everyday business agreements under laws like the U.S. ESIGN Act and the EU's eIDAS regulation. This is a general template, not legal advice — for high-stakes or regulated agreements, have a qualified attorney review it for your situation.
Who needs to sign this Bookkeeping Services Agreement?
This template includes signature fields for Bookkeeper and Client — already placed — plus 7 placeholder fields to fill in before you send it.
Can I edit this Bookkeeping Services Agreement before sending it?
Yes — Docracy's editor lets you edit the text, add or remove signature fields, redact sections, and reorder pages before you send it.
Do I need an account to send this Bookkeeping Services Agreement?
No — it's free for up to 2 signers with no account required. Create a free account only if you want to save it to a dashboard or reuse it later.
Try it with an AI assistant
Paste one of these into ChatGPT, Claude, or your assistant of choice:
“Fill for monthly QBO cleanup and bank rec by the 15th at $600/month.”
“Exclude payroll processing from scope.”
“Require client upload of receipts by the 5th.”
Why teams start with Docracy
“Docracy is a great product that I have tested and am using. It is easy to use, has good tools, is always up to date, and implements new features. Highly recommended.”— DACH Advisory
Free for up to 2 signers, no account required. Need unlimited? Flat $10/month.