mockup cover for the Service Agreement for Bookkeepers

Services Agreement for Bookkeepers

Secure your bookkeeping services with our Bookkeeper Services Agreement template. Ideal for bookkeepers and accounting professionals offering bookkeeping services, this template ensures every detail from payment terms to confidentiality is clearly outlined, giving you and your clients peace of mind in every transaction.


As a dedicated numbers enthusiast, your passion lies in ensuring your clients' finances are meticulously organised. With our Bookkeeper Services Agreement template, you can zero in on what you do best: managing and aligning those crucial numbers. Designed specifically for finance professionals offering bookkeeping services, this legal template establishes a solid legal foundation for your services, ensuring clear expectations and responsibilities are set for both you and your clients in the realm of bookkeeping services. 

About the Template  
Created by lawyers and peer reviewed by other lawyers for quality assurance, this fill in the blanks template can be ready within 15 minutes or less, ready for you to copy and paste into your system and send to your client for them to sign.

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What’s included? 

Your template purchase includes: 

  • Fill in the blanks Template in Word format  
  • Template User Guide pdf – Handy hints on how to update your template 
  • Single user licence to edit, use and reuse the template as often as you need for your business 
  • BONUS: Access to the Legally Legit Lounge™ for Templates with “how to” video tutorials to walk you through your template*  
  • BONUS: Future template updates 
  • BONUS: Video Guide – This comprehensive video walkthrough is designed to guide you step-by-step through the template, providing clear instructions and assistance to help you successfully complete it with a few tips thrown in for good measure! 

 * Your purchase will give you free access to the support you need to complete your template with confidence, with video tutorials explaining key terms to ensure you understand your template. 

Your access to the Legally Legit Lounge™ for Templates is subject to the template you have purchased. The resources in this portal are specific to your template purchase, and are not applicable to all scenarios. Any information provided in The Legally Legit Lounge™ for Templates is of a general nature, and does not constitute legal advice. If you have additional questions, or require ongoing support, you can either book in a consult, contact us via email or join our membership program, The Legally Legit Lounge™  for less than the cost of a coffee a day. With membership options  ranging from 3, 6 or 12 months, you will have our team of our creative loving lawyers at your fingertips with unlimited free calls and emails, access to a growing suite of video tutorials answering  tricky legal queries, as well as a bonus discount across our suite of templates, other digital products and custom services. It’s a no-brainer for biz owners who want to focus on taking care of business whilst keeping their biz legally legit! 

Terms and conditions apply. For more information about what is included in the membership for The Legally Legit Lounge™, please click here. 

Key Features

  • Payment Terms: For clear, timely compensation in bookkeeping engagements. 

  • Defined Bookkeeping Scope: Prevents scope creep, setting firm service limits. 

  • Confidentiality Clauses: Secures sensitive financial information. 

  • Adaptable for Various Clients: Tailor the contract to fit specific bookkeeping scenarios. 

  • Clear Termination Procedures: For ending bookkeeping contracts smoothly. 

  • Refund and cancellation provisions 

  • A completely customisable proposal that sets out the specifics 

  • BAS Agent and Tax Agent Provisions: Our template provides wording that is optional to cater for both registered and non-registered BAS/Tax Agents based in your professional status so you can customise accordingly. 

  • BONUS Document: Internet Banking Access Authorisation form: for bookkeepers requiring access to clients' bank accounts, ensuring secure and authorised transactions. 

  • BONUS Document: BAS Agent Authority Form: A crucial inclusion for managing BAS-related tasks effectively, especially for registered agents. 

For who

Our Services Agreement for Bookkeepers is suitable for 

  • Freelance Bookkeepers 
  • Bookkeeping Firms 
  • Anyone offering professional bookkeeping services 


Specific to Template 

Is the template adaptable for different bookkeeping services? 

Absolutely, it's versatile for various bookkeeping needs. 

How are payment terms outlined? 

Detailed schedules and fees are specified for clear financial agreements. 

What confidentiality measures are included? 

Includes confidentiality clauses to protect sensitive bookkeeping data. 

Can both individual and firm bookkeepers use this template? 

Yes, it's suitable for all levels of bookkeeping practice. 

How can this template be customised for client-specific needs? 

It's designed for easy modification to meet diverse bookkeeping requirements.  

Does the template accommodate different roles for bookkeepers regarding BAS services? 

Yes, our template includes options for both non-BAS/Tax Agents and registered BAS/Tax Agents. It also includes a bonus BAS Agent Authority Form. 

Is there a provision in the agreement for bookkeepers who need access to clients' bank accounts? 

Absolutely. The template also includes a bonus Internet Banking Access Authorisation form to ensure proper and secure access when clients request such services. 


Purchasing our fill in your blanks templates for you to customise and ensure they suit you and your business needs, utilising our free resources or having a chat with us as part of a consultation doesn’t create a lawyer-client relationship between you and Foundd Legal (sorry!). It also doesn’t constitute legal advice. Please consult with a lawyer for any questions. 

We do offer templates for countries outside of Australia, you will see on the specific template page which country or countries the template is available for, just make your selection! Unfortunately at this time, we are only offering templates for the countries specified.  

Our templates are however customisable for countries outside of Australia, and whilst they are a good base and potentially save you money getting something created from scratch, it would be prudent to have a lawyer in your country to review the template especially if you have any questions. 
You get a single user licence and can re-use the templates you purchase as many times as you want for your own business needs! But keep in mind we’re a small business just like you, offering a service and we need more people like you to help us continue to grow - just like you!  So from the bottom of our humble hearts, thank you for making a legit purchase and not sharing!  Use of this Site and your purchase of any digital products or downloading of any free resources, are subject to our Terms and Conditions. 

Have more questions?  Read our FAQs 


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