Is the Bookkeeping Services Agreement template free to use?

Yes. It's free to download with no account or sign-up required, and there's no limit on how many times you can use it.

Is this template legally binding as-is?

This template is a general-purpose starting point, not legal advice. Fill in the bracketed placeholders, remove anything that doesn't apply to your situation, and consider having a lawyer review it before relying on it — especially for anything involving significant money or risk.

Can I edit this template?

Yes. Download the PDF and edit the placeholders with any PDF editor, or click "Sign this online for free" to load it straight into SignFastAi, where you can mark it up before sending it out.

How is this different from SignFastAi's e-signature tool?

This page gives you the document itself. SignFastAi's core product lets you upload a document — including one built from this template — place signature fields on it, and send a secure signing link to get it signed.

All templates

Freelance

Bookkeeping Services Agreement

A bookkeeping-specific agreement covering financial account access, confidentiality, reporting cadence, and a no-tax-advice disclaimer.

Sign this online for free Download PDF

Signs you in, then drops this template straight into SignFastAi's document editor — no manual upload needed.

Preview

Free general-purpose template, not legal advice. Fill in the placeholders and consider having a lawyer review it before you rely on it.

1. Parties & Effective Date

This Bookkeeping Services Agreement ("Agreement") is entered into as of [Effective Date] between [Bookkeeper Name] ("Bookkeeper") and [Client Name] ("Client").

2. Services

Bookkeeper will perform the following services (the "Services"): [Description — e.g. transaction categorization, bank reconciliation, monthly financial statements] using [Software/Platform]. Services outside this description, including tax preparation or filing, are not included unless separately agreed.

3. Payment

Client agrees to pay a monthly fee of [Amount], or [Rate] per hour, due within [Number] days of invoicing.

4. Account Access

Client will provide Bookkeeper with the access needed to perform the Services (e.g. read-only or accountant-level access to accounting software and bank feeds). Bookkeeper agrees to use this access solely to perform the Services.

5. Confidentiality

Bookkeeper agrees to keep all of Client’s financial information confidential, both during and after this Agreement, and to use it solely to perform the Services.

6. Deliverables & Reporting

Bookkeeper will deliver [Description of Reports — e.g. a monthly profit & loss statement and balance sheet] by [Day] of the following month, based on records and information timely provided by Client.

7. No Tax or Legal Advice

Bookkeeper is not a licensed CPA or attorney (unless separately stated) and does not provide tax preparation, tax filing, or legal advice under this Agreement. Client should consult a licensed professional for those matters.

8. Independent Contractor Relationship

Bookkeeper is an independent contractor, not an employee of Client, and is responsible for their own taxes, insurance, and benefits.

9. Limitation of Liability

Bookkeeper’s services depend on the accuracy and completeness of records and information provided by Client. Each party’s total liability under this Agreement is limited to the total fees paid or payable in the [Number]-month period before the claim arose.

10. Governing Law & Signatures

This Agreement is governed by the laws of the State of [State / Jurisdiction].

Bookkeeper Signature: _______________________ Date: _______________

Client Signature: _______________________ Date: _______________

Frequently asked questions

Related guide

Freelance Bookkeeper & Accountant Contract: Access, Liability & Deadlines
Financial data confidentiality, account access, liability limits, and tax-deadline responsibility — what a generic freelance template misses for bookkeeping work.

Ready to get this signed?

Load this template straight into SignFastAi, add who needs to sign, and send a secure link — usually done in a couple of minutes.

Sign this online for free