Bookkeeping Engagement Letter Template

Agreement Overview

The following documentation is provided solely as a general example for establishing the scope and understanding of financial record-keeping services. It does not replace personalized legal or financial advice and should not be relied upon as a definitive or comprehensive agreement. Variations in applicable laws and regulations across different regions may necessitate modifications to ensure compliance. The user assumes full responsibility for utilizing this template appropriately, and no liability is assumed for any inaccuracies, omissions, or consequences resulting from its use without consulting qualified professionals.

This sample engagement letter provides a general outline for a bookkeeping services agreement. Please customize the details to suit your specific circumstances and legal requirements.

Bookkeeping Engagement Letter Sample

Parties Involved:

Service Provider: Bright Accounting Services
Address: 789 Business Park Drive, Chicago, IL 60601

Client: Green Tech Solutions
Address: 123 Innovation Lane, Chicago, IL 60602

Scope of Services:

The service provider agrees to perform bookkeeping services for the client, including recording transactions, reconciliations, and preparing financial statements as detailed in attached Schedule A. The services will commence on __________________ and continue until __________________ unless terminated earlier as provided herein.

Fees and Payment Terms:

The client shall pay the service provider a fee of $________ per month, payable within 15 days of invoice receipt. Additional services beyond the scope are subject to separate agreement and fees.

Confidentiality:

Both parties agree to maintain the confidentiality of all client financial information and proprietary data, both during the term of this agreement and after termination.

Termination:

Either party may terminate this agreement with 30 days’ written notice. Upon termination, the service provider will deliver all records and work product to the client.

Governing Law:

This agreement shall be governed by the laws of the State of Illinois. Any disputes shall be resolved in the courts of Chicago, IL.

Additional Provisions:

• The service provider shall perform the services with reasonable skill and care.
• Both parties agree to notify each other promptly of any issues affecting the scope or performance of services.
• Amendments to this agreement must be in writing and signed by both parties.

Chicago, ______________________