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Accounting Services Agreement Template
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Accounting Services Agreement Template
This Accounting Services Agreement (“Agreement”) is entered into on [Date], by and between:
Accountant / Service Provider: [Accountant Name or Firm Name]
Address: [Address]
Email: [Email]
Phone: [Phone Number]
and
Client: [Client Name or Business Name]
Address: [Address]
Email: [Email]
Phone: [Phone Number]
The parties agree as follows:
1. Services
The Accountant agrees to provide the following accounting services to the Client:
[Bookkeeping]
[Account reconciliation]
[Financial statement preparation]
[Payroll support]
[Accounts payable or receivable support]
[Tax preparation support or filing assistance]
[Other agreed accounting services]
Any service not specifically included in this Agreement will require separate approval by the parties.
2. Term
This Agreement begins on [Start Date] and continues until [End Date / terminated under this Agreement].
If the parties continue working together after the initial term, this Agreement may continue on a [month-to-month / ongoing] basis unless replaced in writing.
3. Service Schedule and Delivery
The Accountant will provide services according to the following schedule:
Frequency of Services: [Weekly / Monthly / Quarterly / As needed]
Reporting Schedule: [Monthly reports / Quarterly review / Other]
Delivery Method: [Email / Cloud portal / Accounting software / Other]
Any deadline depends on the Client providing complete and accurate information on time.
4. Fees and Payment Terms
The Client agrees to pay the Accountant as follows:
Fee Structure: [Hourly rate / flat monthly fee / project fee]
Rate or Amount: [Amount]
Invoice Schedule: [Weekly / Monthly / Upon completion / Other]
Payment Due Date: [Number] days after invoice date
Payment Method: [Bank transfer / card / check / other]
Late payments may be subject to: [Late fee / interest / suspension of services / none].
5. Client Responsibilities
The Client agrees to:
provide complete, accurate, and timely financial records and supporting documents;
respond reasonably promptly to requests for information;
review reports, filings, and drafts when requested;
maintain access to required software, records, and accounts where applicable;
notify the Accountant of material changes affecting the Client’s finances, business structure, or tax status.
The Client remains responsible for the accuracy of information supplied to the Accountant.
6. Accountant Responsibilities
The Accountant agrees to:
perform the services in a professional and timely manner;
use reasonable care in preparing reports, records, and related work product;
communicate with the Client about information reasonably needed to complete the services;
maintain appropriate records relating to the services performed.
The Accountant is not responsible for delays caused by incomplete information, missing records, or late responses from the Client or third parties.
7. Books, Records, and Access
The Client will provide access to books, records, bank statements, receipts, invoices, payroll information, tax records, and other financial materials reasonably needed for the services.
Access may be provided through: [Accounting software / secure portal / email / physical records / other].
The Client is responsible for maintaining original records unless the parties agree otherwise in writing.
8. Tax and Regulatory Matters
If tax-related services are included, the Accountant will prepare or assist with the preparation of relevant filings based on information provided by the Client.
Unless specifically stated in this Agreement, the Accountant is not responsible for legal representation, tax litigation, audit defense, or providing formal legal opinions.
The Client remains responsible for reviewing and approving returns or filings before submission, where applicable.
9. Confidentiality
The Accountant agrees to keep the Client’s non-public financial and business information reasonably confidential, except where disclosure is required by law, professional standards, court order, government request, or with the Client’s consent.
The Client also agrees to keep the Accountant’s confidential pricing, systems, templates, and internal business information reasonably confidential.
10. Independent Contractor Status
The Accountant is acting as an independent contractor and not as an employee, partner, or agent of the Client, unless the parties expressly state otherwise in writing.
The Accountant is responsible for the Accountant’s own business operations, taxes, licenses, and insurance, to the extent required by applicable law.
11. Reliance on Client Information
The Accountant may rely on information and documents provided by the Client or by persons authorized by the Client.
The Accountant is not required to independently verify all information unless the parties specifically agree to audit, review, or verification services in writing.
12. Limitation of Scope
This Agreement covers only the services expressly listed in this Agreement.
Unless specifically included, the services do not include:
audit or assurance services;
fraud investigation;
legal advice;
investment advice;
business valuation;
representation in disputes, court, or government proceedings.
13. Intellectual Property and Work Product
Upon payment in full, the Client may use the reports, summaries, and deliverables prepared under this Agreement for the Client’s internal business or personal purposes.
The Accountant retains ownership of pre-existing templates, tools, systems, working papers, and methods used to perform the services, unless otherwise required by law.
14. Limitation of Liability
To the extent permitted by applicable law, the Accountant will not be liable for indirect, incidental, special, or consequential damages arising from the services provided under this Agreement.
The Accountant’s total liability, if any, will be limited to the amount actually paid by the Client under this Agreement for the services directly related to the claim, unless a different limit is required by law.
15. Termination
Either party may terminate this Agreement by giving [Number] days’ written notice.
The Accountant may terminate this Agreement immediately if the Client fails to pay as agreed, fails to provide required information, engages in illegal conduct, or otherwise materially breaches this Agreement.
Any fees earned or unpaid before termination will remain due and payable.
16. Governing Law
This Agreement will be governed by the laws of [State/Country], without regard to conflict of law principles.
17. Entire Agreement
This Agreement represents the entire understanding between the parties regarding the accounting services and supersedes prior oral or written discussions on the same subject.
Any amendment to this Agreement must be in writing and signed by both parties.
18. Signatures
Accountant / Service Provider
Signature: __________________________
Name: [Full Name]
Title: [Title, if applicable]
Date: [Date]
Client
Signature: __________________________
Name: [Full Name]
Title: [Title, if applicable]
Date: [Date]
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Accounting Services Agreement Template
Accounting Services Agreement Template FAQ
What is an accounting services agreement?
An accounting services agreement is a written contract between an accountant or accounting firm and a client. It explains what accounting services will be provided, how much the client will pay, what information the client must supply, and what rules apply to the working relationship. A clear agreement helps both sides understand the scope of work before services begin.
Why do you need an accounting services agreement?
You need an accounting services agreement to clearly document the services, fees, deadlines, and responsibilities of each party. It helps reduce misunderstandings about bookkeeping, financial reporting, tax-related support, document delivery, and payment terms. A written agreement also creates a useful record if questions come up later about what was or was not included.
When should you use an accounting services agreement?
Use an accounting services agreement before an accountant or accounting firm begins work for a business or individual client. It is useful for bookkeeping, payroll support, financial statement preparation, tax filing support, account reconciliation, and ongoing accounting advisory work. It is especially helpful when the parties want clear written terms for recurring services, deadlines, and fees.
How to write an accounting services agreement?
Start by identifying the accountant and the client, then describe the accounting services being provided. Add the service term, fees, payment schedule, document-sharing responsibilities, confidentiality terms, and any limits on the accountant’s role. You should also include deadlines, termination terms, limitation of liability language, and signature lines so the agreement is complete and practical to use.
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