← All free templates

Bookkeeping Services Agreement

Free standard monthly bookkeeping service terms — professional wording your business can adapt in minutes. Available in English, Español and 中文. Swap the [bracketed] parts, or let KwickPhone fill in your business name automatically.

✓ Free🌎 3 languages🖊️ E-sign ready
Bookkeeping Services Agreement 1. SERVICES. [Business Name] will provide monthly bookkeeping for [client business]: transaction categorization, bank and credit-card reconciliation, and monthly financial statements delivered by the [15th] of the following month. Payroll, tax filings and audit support are separate engagements unless listed here: [add-ons]. 2. CLIENT DUTIES. Provide read-only access to bank/card feeds and answer categorization questions within [5] business days; unanswered items are booked to a suspense account and noted on the statements. 3. FEES. $[amount] per month, billed by card on file on the [1st]. Cleanup of prior months is quoted separately at $[amount]/month of history. 4. ACCURACY. Our work relies on the completeness of the records you provide; we do not audit. You remain responsible for reviewing statements and for all tax filings unless engaged separately. 5. CONFIDENTIALITY. Your financial data is kept confidential and returned or deleted on request when the engagement ends. 6. TERM. Month-to-month; either party may end with [30] days' written notice. Work stops if fees are [15]+ days past due.

Send it for signature by text — free

KwickPhone Text-to-Sign fills in your business name, texts the customer a link, and stores the signed copy. Part of the AI phone & front-desk platform for local business.

Get started free →