Accounting Agreement
The Accounting Agreement is for bookkeepers and accountants. This contract includes an outline and scope of work, a timeline for payments, clauses regarding client responsibility and cancellations, late payments and chargebacks, clauses to protect confidential information, disclaimers, proposed business hours, and a mandatory pre-suit mediation clause.
About the Template
Reviewed by 2 Attorneys and 3 Bookkeepers/Accountants. This template was prepared and reviewed by licensed attorneys. Two lawyers edited this document before it passed to your hands. This template was reviewed for industry-specific scenarios by three bookkeepers and accountants.
Word and PDF Format. You will receive one download in PDF and Word format immediately upon purchase – just fill in the blanks.
Lifetime Guarantee. All of our contracts come with lifetime updates. If we update the contract, we will send you the updated version.
Important Details.
Outline and timeline of the engagement/scope of work
Clauses regarding compensation, late fees, and chargebacks
Client responsibility clause and cancellation policy
Provisions to protect intellectual property and confidential information
Clause to protect against legal liability
Business hours clause
Force Majeure clause
All the other necessary legalese that makes your contract a good contract, including clauses regarding assignment, waiver, severability, survival, final agreement, indemnification, disclaimers, limitations of liability, and details as to how and where disputes are handled (mandatory mediation before filing)
What’s Included
Accounting Agreement - PDF & Word
User Guide - PDF
Who this template is for
Accountants and Bookkeepers
Why do I need this
To establish a clear schedule of deliverables and payment
Set forth accountant/bookkeeper responsibilities and expectations
Limit your liability
Have one contract that you easily customize for your clients
Refund Policy
Due to the immediate, direct access to the digital templates, we do not offer a refund of any kind. Additionally, if you sign up for a payment plan, we do not allow you to cancel the remaining payments for any reason. Please read the details and description of each program and product so you understand exactly what is included in each template. If you have any questions, please contact info@berkleysweetapple.com and we can help you find the product that’s right for you.