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.
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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.
Acuerdo de Servicios de Contabilidad
1. SERVICIOS. [Nombre del Negocio] llevará la contabilidad mensual de [negocio del cliente]: categorización de transacciones, conciliación bancaria y de tarjetas, y estados financieros mensuales entregados el [15] del mes siguiente. Nómina, declaraciones de impuestos y apoyo en auditorías son compromisos separados salvo lo listado aquí: [adicionales].
2. DEBERES DEL CLIENTE. Dar acceso de solo lectura a las cuentas bancarias/tarjetas y responder preguntas de categorización dentro de [5] días hábiles; lo no respondido se registra en cuenta transitoria y se anota en los estados.
3. HONORARIOS. $[monto] al mes, cobrado a la tarjeta registrada el día [1]. La regularización de meses anteriores se cotiza aparte a $[monto]/mes de historial.
4. EXACTITUD. Nuestro trabajo depende de la integridad de los registros que usted provea; no auditamos. Usted sigue siendo responsable de revisar los estados y de todas las declaraciones fiscales salvo compromiso separado.
5. CONFIDENCIALIDAD. Sus datos financieros se mantienen confidenciales y se devuelven o eliminan a su solicitud al terminar.
6. VIGENCIA. Mes a mes; cualquiera de las partes puede terminar con [30] días de aviso escrito. El trabajo se suspende con honorarios vencidos por [15]+ días.
⚖️ These templates are general starting points, not legal advice. Rules differ by state and by business — have your attorney review your final wording before you use it.
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