Services Agreement for Bookkeepers
Services Agreement for Bookkeepers

Services Agreement for Bookkeepers

Regular price$595.00
Tax included.

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 finance aficionado, your expertise in navigating the complex world of numbers is unmatched. Our Bookkeeper Services Agreement template is crafted with your unique needs in mind, allowing you to focus on optimising your clients' financial health while we ensure your legal bases are covered. This template is designed for bookkeeping professionals seeking to establish clear, concise, and legally solid agreements, setting both you and your clients up for success. Embrace peace of mind in every client interaction, knowing you're fully protected and free to concentrate on what you do best: transforming numbers into narratives. 

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.  

Bonus Links: For extra guidance, check out our blog articles on... 

How to protect your business’s confidential information when working with Contractors 

5 Tips for Hiring an Independent Contractor 

Cancellation Fees: A Guide for Service Providers 

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.

  • 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. 

Our Services Agreement for Bookkeepers is suitable for  

  • Freelance Bookkeepers 
  • Bookkeeping Firms 
  • Anyone offering professional bookkeeping 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 


Upon completing your purchase, you will immediately receive a download link to access the template, along with a PDF User Guide and Video Tutorials to facilitate quick and easy customisation. While you can begin tailoring your contract immediately, please keep in mind that this is a generic template designed to cover typical situations in relating to your industry. We strongly recommend reviewing and adjusting key provisions, such as intellectual property rights, payment terms, client obligations or any other provisions that are important to you, to ensure that they precisely fit your unique circumstances and legal requirements. For specific legal issues or a contract tailored exclusively to your needs, consulting a legal professional is advised.

While the templates provide a strong legal foundation, we recommend having a lawyer review them to ensure they meet your specific needs and legal requirements.

Detailed schedules and fees are specified for clear financial agreements.

Includes confidentiality clauses to protect sensitive bookkeeping data.

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

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

How to use your template


Purchase your template and immediately receive a download link to your inbox.


Tune into the accompanying video for exactly how to personalise the template for your biz.


Refer to your PDF guide for extra info about how to apply your biz details to the template.

Edit & Apply

Customise to fit your needs and use with ease.

“Riz’s templates made it SO easy to set up contracts with our new freelancers!”

Katy Gillies
Oh My Digital

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Angelushka Raisa Voronainsky-Shigrov

“I wish I’d found something like this when I was just starting out. All the templates are hugely valuable!”

Emma Kate Barker
Web Designer

Ready to go?

Sitting with a brilliant brand but unsure about where to go from here? We’re here to help you get your business off the ground when it comes to all things legal. Bonus! We won’t make it confusing! Legal can be fun. We swear. So book us now for your consultation.