Freelance Bookkeeping Contract Template

FREELANCE BOOKKEEPING SERVICES AGREEMENT

Document ID: TR-BK-2026-001
Effective Date: [____/____/2026]

Instructions for Use

• Completion: Both the Client and the Bookkeeper must complete all fields. Ensure the "Scope of Services" is explicitly defined to prevent "scope creep."
• Filing/Retention: Both parties shall retain a fully executed digital or physical copy of this agreement for a minimum of seven (7) years following the termination of the engagement for tax and audit compliance.
• Mandatory Attachments: Attach an Exhibit A (Fee Schedule) and Exhibit B (Data Security & Confidentiality Addendum) to this document upon execution.

1. PARTIES

This agreement is entered into by and between: Client: [__________] (Company Name)
Bookkeeper: [__________] (Legal Name/Business Name)

2. SCOPE OF SERVICES

The Bookkeeper agrees to perform the following services for the Client:

• Accounts Payable / Accounts Receivable
• Bank & Credit Card Reconciliations
• Monthly Financial Statement Preparation (P&L, Balance Sheet)
• Payroll Processing & Tax Compliance
• Other: [__________]

3. COMPENSATION & PAYMENT TERMS

• Rate Type: [ ] Hourly [ ] Monthly Fixed Fee [ ] Per Project
• Amount: [__________] USD
• Payment Due Date: Net [__________] days from receipt of invoice.
• Late Fee Policy: [__________] % interest per month on overdue balances.

4. INDEPENDENT CONTRACTOR STATUS

The Bookkeeper is an independent contractor. Nothing in this agreement shall be construed to create an employer-employee relationship, partnership, or joint venture. The Bookkeeper is responsible for all federal, state, and local taxes.

5. CONFIDENTIALITY & DATA SECURITY

The Bookkeeper acknowledges that they will have access to sensitive financial information.

• Confidentiality: All client data remains the sole property of the Client.
• Data Protection: The Bookkeeper agrees to use encrypted storage and secure portals for all file transfers.
• Non-Disclosure: The Bookkeeper shall not disclose, sell, or share any financial or proprietary data with third parties without express written consent.

6. TERM & TERMINATION

• Start Date: [__________]
• Termination Notice: Either party may terminate this agreement with [__________] days written notice.
• Final Deliverables: Upon termination, the Bookkeeper shall provide all records and documentation to the Client within [__________] business days.

7. LIMITATION OF LIABILITY

The Bookkeeper’s liability for errors or omissions shall be limited to the total fees paid by the Client in the [__________] months preceding the date of the claim.

8. EXECUTION

For the Client:
Signature: ________________________________________________
Printed Name: [__________]
Title: [__________]
Date: [____/____/2026]

For the Bookkeeper:
Signature: ________________________________________________
Printed Name: [__________]
Title: [__________]
Date: [____/____/2026]

Disclaimer: This document is provided as a standardized framework. Consult qualified legal counsel for jurisdiction-specific statutory compliance.