Bookkeeping Contract Template

Our bookkeeping contract acts as a legally binding agreement that outlines the terms, conditions, and scope of service. This bookkeeping contract serves to safeguard the interests of both bookkeeper and the client. This bookkeeping contract template includes the mentioned services to help you showcase your expertise: Maintaining financial transactions, Accurate recording of cash flow and Financial Reporting. This also includes an engagement letter. You can customize the logo, colors, testimonials, cover letter, services and various other elements. Sign up now - it’s free.
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Why use Cone Bookkeeping Contract Template?


Our free Bookkeeping Contract Template is designed for simplicity and clarity, ensuring a great client experience.


It covers all essential aspects, providing a comprehensive agreement tailored to your business needs.


Customize the template to your needs, promoting a professional and flexible approach in your client interactions.

How to use Cone Bookkeeping Contract Template

Our Comprehensive Bookkeeping Contract, a comprehensive template designed to meet the diverse needs of bookkeepers, accountants, and accounting firms. This bookkeeping contract covers all essential elements of a professional contract. Whether you're a solo bookkeeper or accountant or an accounting firm, this bookkeeping contract template adapts seamlessly to your requirements. Sending proposals and engagement letters has never been easier. By using this bookkeeping contract, you not only ensure legal binding but also save valuable time, allowing you to focus on your core work. Elevate your business practices with our Bookkeeping Contract and unlock new levels of efficiency and professionalism.
Sign up with Cone

Sign up now for free. Create your account on Cone to access our comprehensive suite of Proposal-to-Payment tools.

Click "Use this template"

Choose our Bookkeeping Contract Template and start customizing it to align with your brand and services.

Customize the proposal

Add your logo and videos, and create an engaging introduction that showcases your expertise and value proposition.

Generate the proposal

In just a few seconds, you can generate a professional microsite or PDF format of your proposal, ready to be sent for e-signature directly on Cone.


What's included in Bookkeeping Contract Template

This Bookkeeping Contract Template includes the following sections:

Impressive cover letter
An impressive cover letter introduces your business and sets a context for the client. Ensure to make it personalized to the needs of the client in question.

Executive summary

Showcase your expertise, about your team, strengths,industry experience and the unique value you bring to clients. If you have a brochure already, you can add it to the template.


Build trust by adding testimonials from the clients, providing the evidence of your quality, and the positive impact of your services.

Scope of Services

Clearly outline the scope of your services, detailing the specific deliverables and responsibilities of you and your clients.


Present your pricing structure, billing methods, and any additional fees.


Define the terms and conditions of your engagement, setting clear expectations for both parties regarding timelines, responsibilities, confidentiality, and any other contractual details.

Payment instructions

Specify payment terms, methods, and schedules, providing clients with a clear understanding of how and when they need to pay for your services. It can also be a way to collect money upfront.


Provide space for both parties' signatures. 

Frequently asked questions

What is a Bookkeeping Contract?

A bookkeeping contract  template is a document that outlines the terms, conditions, and scope of services for a bookkeeping engagement. It serves as a legally binding agreement between a bookkeeper or accounting professional and their client.

How to Write a Contract for Accounting Services?

A contract for Accounting services can be written from scratch or use a software like Cone Proposal & Billing Software.

Things to consider when creating a contract for Accounting services:

  1. Scope of Services
  2. Payment Terms
  3. Term and Termination
  4. Confidentiality and Privacy
  5. Responsibilities of Each Party
  6. Indemnification and Liability
  7. Dispute Resolution
  8. Governing Law

What is a Bookkeeping Contract Template?

A bookkeeping contract  template is a pre-designed document that outlines the terms, conditions, and scope of services for a bookkeeping engagement. It serves as a legally binding agreement between a bookkeeper or accounting professional and their client. The template includes sections covering the services to be provided, payment terms, legal and confidentiality clauses, and other relevant details.

How to Offer Bookkeeping Services as a Contract?

A contract for Bookkeeping services can be written from scratch or use software like Cone Proposal & Billing Software.

To use bookkeeping contract using software like Cone, follow these steps:

Use a Template:

Use a comprehensive bookkeeping contract template like above that includes all relevant terms and conditions.

Send the Bookkeeping Contract:

Schedule a meeting or send the bookkeeping contract to the client for review. Discuss the terms and address any questions or concerns.

Sign and Execute:

Once both parties agree on the terms, have the bookkeeping contract signed and dated by both parties to formalize the agreement.

Can accountants or bookkeepers use template for a bookkeeping contract?
Absolutely! Professional services proposal templates provide a polished and consistent representation of your services, enhancing your credibility and increasing the likelihood of winning new clients. However, if you have to change the terms and conditions, we suggest running it by an attorney.

Yes, accountants and bookkeepers can use template for a bookkeeping contract like above and save time.

How much will Cone Proposal and Billing software cost?
We offer the best value-for-money pricing plans in the market. Please visit this page on our website to explore our pricing options and choose the plan that best suits your needs.

Cone Proposal and Billing software has a generous free tier which is suitable for most small to medium accounting and bookkeeping firms. Sign up now.