Bookkeeping services agreement

This is a comprehensive agreement between a company providing bookkeeping and accountancy services and a client.

Suitable for use in: England & Wales and Scotland
£42.00 inc VAT ( £35.00 ex VAT )
  • Solicitor approved
  • Plain English makes editing easy
  • Guidance notes included
  • Money back guarantee
About
Preview
Why from us
Ask a question
Customer reviews

About this agreement

This contract sets out the relationship between an accountancy or bookkeeping company and a client. The company is likely to provide a range of services, from record keeping to accounts preparation, financial forecasting, budgeting and management reporting.

The document is suitable for one-off project work, such as putting a new accounting system in place, or for on-going service provision.

Key features

Intellectual property protection

The most striking feature of this contract is the optional provision for the license of intellectual property developed by the bookkeeping firm.

You are likely to develop tools that save you time, or allow your client to work without you. These might be report templates, or spreadsheets containing macros, or a process for collecting data. This IP is valuable (if only at the replacement cost of time), so you should make sure that you own the rights to it, and can reuse it for other clients.

This contract contains provisions that ensure that IP developed in the course of working for a client remains yours, and not your client's. Your client will be aware that when the contract terminates, he loses the benefit of the use of the IP.

Limitation of your liability

This provision sets out the boundaries of your responsibilities and it should limit the amount of damages that the client can seek. We include tough terms to help ensure that your client does not pursue you for something for which you were not responsible.

Similar documents

These are terms for an incorporated firm to use. If you are a sole trader, you will need a contract for services for bookkeeping work.

If you offer advisory services as well, you might consider using one of our agreements for consultancy work in place of this one.

You may also need employment contracts for your employees who carry out the work. Our standard contract should be suitable.

Contents

This document includes provisions relating to:

  • Details of the parties
  • Detailed description of the work required
  • Payment and hours worked
  • Warranties
  • Confidentiality
  • Limitation of liability
  • Licence of intellectual property
  • Hours to be worked
  • Termination
  • Dispute resolution
  • Other legal provisions
  • Explanatory notes and guidance
Draftsman

This document was written by a solicitor for Net Lawman. It complies with current English law.

What Our Clients Say
  • "I have used you in the past and am always impressed!"

    Diane Bantten (Acquit Debt Recovery)
  • "Net Lawman has helped me through several procedures. The documents in plain English, the drafting service and the delightful customer service means I can get the job done properly, at a price that doesn't affect a small businesses bottom line. Thank you!"

    Dan White
  • "We use Net Lawman because it is an excellent website and always has the document you are looking for."

    Kemet Services International