Because minority-owned and women-owned financial professionals deserve contracts that protect their work, set boundaries, and reinforce their expertise from the start.
Bookkeepers often deal with sensitive information, irregular client habits, late payments, and shifting expectations — and without a clear contract, small misunderstandings can turn into major financial or legal issues. This Bookkeeping Services Agreement was created to prevent that. It’s written in plain language, fully editable in Word, and designed to protect both you and your clients while ensuring professional, compliant bookkeeping practices.
People don’t always treat minority-owned and women-owned service providers with the same respect they give large firms. A structured contract changes that dynamic quickly by clarifying responsibilities, payment terms, and data protections upfront.
What Makes It Different
• Built with legal insight to help you navigate financial data, confidentiality, and liability
• Fully customizable — edit in Word, upload to your onboarding system, or send through DocuSign
• Instant access with lifetime use — download once and use for every client
• Comprehensive yet simple enough for clients to understand without overwhelm
What’s Inside
• Defined scope of bookkeeping services and reporting responsibilities
• Clear payment terms, billing frequency, deposits, and late fees
• Confidentiality and data protection clauses for sensitive financial information
• Liability limitations and indemnification for errors or client-provided data issues
• Termination and refund policies with required notice periods
• Optional non-compete and non-solicitation clauses
Why You Need It
• Establishes boundaries so clients understand what you do — and what you don’t
• Protects your revenue with enforceable billing and payment terms
• Ensures compliance with financial data privacy standards
• Minimizes liability by clarifying the limits of your responsibility
• Works for virtual, part-time, or full-service bookkeeping businesses
Use It For
• Freelance or independent bookkeepers
• Virtual bookkeeping businesses
• Accounting firms onboarding contractors or subcontractors
• Small business owners outsourcing bookkeeping
• Any professional managing financial records or reports
How It Works
• Purchase and download instantly
• Edit in Word with your business details
• Send to clients for signature and add to your onboarding workflow
• Reuse it for every new client you bring on
This is your protection, your professionalism, and your peace of mind — ready to use today.
Legal Disclaimer
These templates are for educational and informational purposes only and do not constitute legal advice. OVIDIA. is not a law firm, and purchasing or using these templates does not create an attorney–client relationship. Each contract is fully customizable and should be reviewed for your specific business needs. For questions about your particular situation, consult a licensed attorney in your jurisdiction.
