Bookkeeping services agreement
This is a comprehensive agreement between a company providing bookkeeping and accountancy services and a client business.
- Solicitor approved
- Plain English makes editing easy
- Guidance notes included
- Money back guarantee
About this bookkeeping agreement
This agreement sets out the relationship between a bookkeeping company and a client business. The bookkeeping 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 of this document
Intellectual property protection
The most striking feature of this agreement is the optional provision for the license of intellectual property developed by the bookkeeping company. 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 liability
A limitation of liability 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.
This document is for a company. If you are a sole trader, you will a contract for services that emphasises that you are self-employed. See our bookkeeping terms and conditions template.
If you offer business consultancy services as well, you might consider using one of our consultancy agreements in place of this agreement for those services.
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 New Zealand law.
How other customers rated this document
Average customer rating
"I used Netlawman to pre-work some contracts for my lawyer. He came back stating that the forms were 'excellent' and saved me several billable hours."Chris T.
"I have found the product exactly what I wanted and the notes helpful - as well as it being easy to locate, buy and download. There should be a better way of making your product more widely known. I have recently had experience of a tailor-made lease and this left a lot to be desired - whereas your product is well researched and ticks all the boxes."Ted
"I appreciate your patience. I have to say though it took me a while (I had almost given up) to come across your internet site, but I was quite impressed with the manoverabilty of the site itself and the services it offers. Normally I am very cautious about internet services and am pleasantly impressed by you professional response. Without doubt I will definitely be recommending yourselves to others."Razwana