Without a proper Bookkeeping Agreement in place, you not only look like an amateur, but you also risk losing LOTS of money, time, and facing lawsuits from clients. 

You'll receive a comprehensive, lawyer-drafted Bookkeeping Agreement Template as an editable Word document (.docx) that you can customize to your specific bookkeeping business in 15 minutes or less. 

The template includes 35+ essential legal provisions covering scope of services, payment terms, confidentiality, client responsibilities, platform expenses, limitation of liability, termination, and much more. 

You'll also receive 2 extraordinary bonuses worth $200 for free — including a Client Financial Document Checklist and a Tax Season Disclaimer & Limitation Clause specifically designed for bookkeepers.

This template is designed for ANY bookkeeper — freelance bookkeepers, virtual bookkeepers, bookkeeping firms, accountants who provide bookkeeping services, and even bookkeeping side-hustlers building their client base. 

Whether you use QuickBooks, Xero, FreshBooks, Wave, or any other platform, this template covers you. It works for bookkeepers in ALL U.S. states and beyond. If you provide monthly financial record-keeping services to clients, this template will absolutely work for you.

Yes! This template is designed to be legally binding and professionally written by a lawyer to protect you and your business. And your one-time purchase allows you to use this template as many times as you want with as many clients as you want! No need to pay thousands of dollars for a custom contract each time you onboard a new bookkeeping client. Use it for as long as you wish! That's the incredible value of this template. 

YES — and this is one of the biggest reasons bookkeepers need this template! The Services to be Provided clause clearly defines exactly what services you will and will NOT provide. When a client asks you to "just quickly" handle payroll, run extra reports, or clean up years of backlogged records that aren't in your agreement, you can point to the contract. No more free work. No more awkward conversations. The contract does the talking for you.

When you make a purchase, you will immediately receive the template along with amazing bonuses as a downloadable Word document through Kartra. So look for that email - sometimes it ends up in your spam/junk folder.

Simply open the document, follow the highlighted fill-in-the-blank sections and included instructions, customize it to your business, and you're ready to send it to your clients. The entire process takes 15 minutes or less — no legal experience needed!

Absolutely not! You receive FREE updates. As laws change and industry standards evolve, we update our templates and you will receive every update at no additional cost, saving you more $$$, time, and headaches down the road!

Not at all! You can try, but I guarantee you that there's NOTHING like this on the internet! I Certainly not at this low price point. Other lawyers charge 5x for the same template (I know because I'm pissing them off with this low price!). I have personally spent my attorney's time writing this template to make sure it's comprehensive, and my clients have happily paid me $500 an hour to custom draft this for their business, but you get the same legal protection with this template at a fraction of the cost!

While you may find generic contract templates online, they are almost always deficient, missing critical clauses, and NOT written by an experienced lawyer. Free templates or AI documents are known to make mistakes and don't include bookkeeping-specific provisions like platform expenses, client document delivery obligations, scope creep protections, confidentiality for financial data, or tax season disclaimers. Using a free template could actually COST you more in the long run — one legal dispute without proper protection can cost you $3,000–150,000+ in legal fees. This template was specifically drafted by a lawyer with 15+ years of experience for bookkeepers, and includes 35+ legal provisions plus 2 bonuses you simply won't find anywhere else for this price.

Yes! There's a limitation of legal liability clause specifically included in the template for this. BUT there's also a BONUS Tax Season Disclaimer & Limitation Clause (included FREE with your purchase) that makes it crystal clear that your bookkeeping services do NOT include tax preparation, tax filing, or tax advisory services. This releases you from liability for any tax-related issues, errors, or disputes. With IRS scrutiny on the rise, this clause is essential for every bookkeeper who wants to draw a clear legal line between bookkeeping and tax services.