Bookkeeping services agreement
This is a comprehensive agreement between a company providing bookkeeping and accountancy services and a client.
- Solicitor approved
- Plain English makes editing easy
- Guidance notes included
- Money back guarantee
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.
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.
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.
This document includes provisions relating to:
- Details of the parties
- Detailed description of the work required
- Payment and hours worked
- Limitation of liability
- Licence of intellectual property
- Hours to be worked
- Dispute resolution
- Other legal provisions
- Explanatory notes and guidance
This document was written by a solicitor for Net Lawman. It complies with current English law.
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