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Free Accounting Services Agreement Template

Our accounting services agreement template is designed to make a lasting impression on clients while saving precious hours for accounting firms. This accounting contract template includes all the necessary details to highlight your firm’s services. It allows you to effectively exhibit your professional skills and win new business.

Simplify your client engagements with our easy-to-use accounting services agreement.

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Our accounting service agreement template comes with a pre-structured layout that enables you to craft professional proposals in no time.

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Accounting
Services

Agreement Template

Date:

Prepared for:		Created by:
●	Client Name: {{Client.Name}}	●	Company Name:{{MyCompany.Name}}
●	Client Address:	●	Company Address:
	{{Client.BillingAddress.Street}}		{{MyCompany.BillingAddress.Street}}
	{{Client.BillingAddress.Street2}}		{{MyCompany.BillingAddress.Street2}}
	{{Client.BillingAddress.City}}		{{MyCompany.BillingAddress.City}}
	{{Client.BillingAddress.State}}		{{MyCompany.BillingAddress.State}}
	{{Client.BillingAddress.Zipcode}}		{{MyCompany.BillingAddress.Zipcode}}
		● Company Phone: [Company Phone]
		● Company Email: [Company Email]
		● Company Website: [Company Website]

1. Identification of Parties

Client:

Legal Entity Name: {{Client.Name}}
Principal Place of Business: {{Client.BillingAddress.Street}} {{Client.BillingAddress.Street2}} {{Client.BillingAddress.City}} {{Client.BillingAddress.State}} {{Client.BillingAddress.Zipcode}}

Accounting Firm:

Legal Entity Name:{{MyCompany.Name}}
Principal Place of Business: {{MyCompany.BillingAddress.Street}} {{MyCompany.BillingAddress.Street2}} {{MyCompany.BillingAddress.City}} {{MyCompany.BillingAddress.State}} {{MyCompany.BillingAddress.Zipcode}}

2. Scope of Accounting Services to be Provided

The Accounting Firm agrees to provide the following services to the Client:

● [Detailed description of accounting services.]

3. Term of Agreement and Conditions for Renewal or Extension

This Agreement will commence on [Commencement Date] and will continue for a period of [Duration], unless terminated earlier in accordance with this Agreement. The Agreement may be renewed or extended upon mutual written consent of both parties.

4. Compensation, Fee Structure, and Payment Terms

Retainer Fee:

The Client agrees to pay the Accounting Firm a retainer fee of $[Amount] upon execution of this Agreement. This retainer covers the following services:

●[List of services covered by the retainer]

Additional Fees:

Services beyond the retainer scope will be billed at a rate of $[Hourly Rate] per hour.

Payment Terms:

● Invoices will be issued [Monthly/Quarterly] and are payable within [Number] days of receipt.

● Payment can be made via [Accepted Payment Methods].

5. Condfidentiality, Non-Disclosure Obligations, and Protection of Information

Both parties agree to keep all information exchanged during the course of the engagement confidential. This includes but is not limited to financial data, business strategies, and proprietary processes. The parties shall not, without the prior written consent of the other party, disclose or make available any confidential information to any third party.

6. Termination of Agreement, Notice Periods, and Conditions

This Agreement may be terminated as follows:
Termination for Convenience:	Either party may terminate this Agreement with [Notice Period] written notice.
Termination for Cause:	Either party may terminate this Agreement immediately upon a material breach by the other party, provided the breaching party has been given [Cure Period] days to cure the breach.
Termination for Force Majeure:	In the event that performance of services is prevented or delayed by circumstances beyond control, either party may terminate the Agreement without liability.

7. Governing Law, Jurisdiction, and Venue for Dispute Resolution

This Agreement shall be governed by and construed in accordance with the laws of the State of [State]. Any disputes arising out of or in connection with this Agreement shall be resolved through mediation in [Location].

8. Dispute Resolution Mechanisms and Procedures

Any disputes arising out of or in connection with this Agreement shall be resolved through mediation in [Location]. If mediation fails, disputes will be settled in a court of competent jurisdiction in the State of [State].

9. Entire Agreement, Amendments, and Waivers

This Agreement constitutes the entire agreement between the parties and supersedes all prior agreements and understandings, whether written or oral. Any amendments to this Agreement must be made in writing and signed by both parties. No waiver of any term of this Agreement shall be effective unless in writing and signed by the party against whom the waiver is to be enforced.

10. Limitation of Liability and Indemnification

The Accounting Firm's liability under this Agreement shall be limited to the amount of fees paid by the Client to the Accounting Firm. The Accounting Firm shall not be liable for any indirect, incidental, or consequential damages. The Client agrees to indemnify and hold harmless the Accounting Firm from any claims, liabilities, or expenses arising out of the Accounting Firm's services, except for those resulting from the Accounting Firm's gross negligence or willful misconduct.

11. Intellectual Property Rights

All intellectual property rights arising from the Accounting Firm's work shall remain the property of the Accounting Firm. The Client shall have a limited, non-exclusive license to use any deliverables provided by the Accounting Firm for the purposes set out in this Agreement.

12.Signatures

IN WITNESS WHEREOF, the parties hereto have executed this Advertising Proposal as of the date first above written

Client:

Accounting Firm:

[Signature] [Date]

No items found.

What will you get in the template?

Our accounting service agreement template comes with a pre-structured layout that enables you to craft professional proposals in no time.

Cover Letter

Terms of Agreement

Termination Clause

Scope of Services

Payment Terms

Indemnification Clause

Frequently asked questions

What is an accounting service agreement?

An accounting services agreement is a formal contract that sets the terms for a professional accounting firm or independent contractor to provide accounting and financial services to a client.

It specifies the accounting services to be delivered, the hourly rate or fees to be charged for such services, the responsibilities of both parties and the extent of the accountant’s liability concerning the handling of financial records, trade secrets, or other such information. This document safeguards the interests of both parties and forms a formal business relationship.

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Why is an accounting services agreement template important for accountants?

An accounting services agreement defines the terms, and duties of both the accounting service provider and the client. It also defines the scope of services, payment terms, confidentiality clauses, and other significant aspects of the professional relationship.

This template is vital for accountants as it offers a standard structure for client contracts. The entire agreement also acts as a useful reference for future interactions and resolving potential disputes.

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How to write a contract for accounting services?

To draft an effective accounting services contract, you need to clearly define the services provided, including specific needs and responsibilities. Detail the fees, payment terms, and any extra charges as applicable.

You also need to set the contract duration, termination conditions, and confidentiality obligations about the financial information shared by the client. Furthermore, you need to make sure that the language used in the contract is straightforward and easy to understand.

To save time and effort in drafting a new contract, you can directly download our accounting services agreement template. You can also check out other templates here.

Do I need to create an accounting services agreement for every engagement?

Yes, it is advisable to have an accounting services agreement for every client engagement, regardless of the size or complexity of the business relationship. This document showcases your professionalism and safeguards your business.

A bookkeeping services agreement is essential because it sets the right first impression and helps establish a positive working relationship with new clients. Even for smaller clients, a basic agreement can help set professional boundaries.

Are there any standard clauses that must be present in an accounting services agreement template?

Yes, an accounting services agreement template should include specific requirements and details. These include the payment terms, confidentiality provisions, scope of services, termination clauses, and other relevant aspects based on your business needs.

Here are the clauses that are present in our accounting contract template to cover all your requirements:

Cover Letter
Scope of Services
Terms of Agreement
Payment Terms
Confidentiality Clause
Termination Clause
Dispute Resolution Mechanism
Indemnification Clause

How can an accounting services agreement template protect both parties involved?

An accounting services agreement template establishes a formal understanding between an accountant and the client. This document is crucial as it protects both parties in case of misunderstandings or disputes.

For the accountant, it clearly defines the scope of work, fees, and liability, preventing potential disputes. For the client, it ensures the delivery of agreed-upon services, protects confidential information, and provides a clear understanding of costs and responsibilities. By formalizing the relationship and expectations, both parties benefit from increased clarity, trust, and protection.

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Should I consult a lawyer when creating an accounting services agreement?

While consulting a professional lawyer can be beneficial when drafting a complex service agreement, it’s not always necessary. Legal professionals specializing in contract law can ensure the agreement is in accordance with the relevant regulations and help understand each clause in detail. However, legal advice can be costly.

That’s where our accounting services agreement template comes in. It is designed to provide a solid starting point, covering all the essential elements of a bookkeeping services agreement. While it might be a good idea to have a legal expert review the final bookkeeping contract, our template can save you time and resources in the initial drafting process.

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How often should an accounting services agreement template be reviewed and updated?

It is important to regularly review your accounting services agreement template to ensure it remains up-to-date and effective. Consider updating it at least once a year to account for changes in accounting standards, regulations, and business practices.

Additionally, review the template whenever there are significant changes in the services you offer, fee structures, or liability considerations. Staying current protects both you and your clients by addressing evolving industry standards and potential legal risks.

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Can I find an accounting services agreement template online?

Yes, our accounting services agreement template is designed to help you create legally binding agreements with ease. This template covers all the essential elements, from the scope of services to payment terms, ensuring both parties are on the same page. Our template provides a starting point, but it is important to customize it to fit your specific services, fees, and legal requirements.

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