Disclaimer
The information provided serves solely as a general example for an agreement concerning bookkeeping services within the United States. It does not constitute legal advice and should not replace consulting a qualified attorney experienced in financial or contractual law. Legal requirements may differ based on jurisdiction, and adjustments might be necessary to ensure compliance with local regulations. Use of this example is the user’s responsibility, and no liability is assumed for errors, omissions, or consequences from its implementation without professional legal review.
Please note: This is a sample Simple Bookkeeping Contract template for US-based agreements. Actual terms may differ based on specific arrangements and applicable state laws.
Simple Bookkeeping Contract Sample (US)
Parties:
Bookkeeper: XYZ Financial Services LLC
Address: 123 Finance Ave, New York, NY 10001
Client: ABC Small Business
Address: 456 Commerce Road, New York, NY 10002
Scope of Services:
The bookkeeper shall provide bookkeeping services including transaction recording, bank reconciliations, and financial reporting as detailed herein.
Payment Terms:
The client shall pay the bookkeeper a fee of $500 per month, due on the 1st of each month, for ongoing bookkeeping services.
Bookkeeper Responsibilities:
The bookkeeper agrees to perform the services diligently, maintain confidentiality, and provide monthly financial statements to the client.
Governing Law:
This agreement shall be governed by the laws of the State of New York. Disputes shall be resolved in the courts of New York County.
Additional Terms:
- The client shall provide timely access to all necessary financial documents.
- This contract is effective upon signing and shall continue on a month-to-month basis unless terminated with 30 days’ notice.
- Any changes to the scope of services must be in writing and signed by both parties.
New York, ______________________
John A. Doe (Bookkeeper)
Jane B. Smith (Client)