Sample Contract for Bookkeeping Engagement

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Sample Contract for Bookkeeping Engagement

John D.
Investor · New York, NY · Member since 2017 · 60 posts · 19 votes

Does anyone have a good sample contract that can be used when contracting with a bookkeeper? Something that has clear NDA language and protections in place for both parties?
Thanks!

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  • Cliff BennerBusiness Member
    Accountant · Denver, CO · Member since 2020 · 392 posts · 183 votes
    2y

    Your Bookkeeper should have a contract in place for signing clients and their wording should clearly state a Confidentiality portion in the contract. If not, that Bookkeeper doesn't sound prepared enough. I know ours does state that we don't say who we have as clients and that we do not talk about specifics unless given the approval from our client. 

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  • Jake BakerBusiness Member
    Flipper/Rehabber · San Diego, CA · Member since 2020 · 1k+ posts · 694 votes
    2y

    I agree with @Cliff Benner. The bookkeeper should have an engagement letter that they normally use. If they are using QuickBooks Online Accountant version (most bookkeepers do), there is an option in the top right drop-down called "Letters". Here you will find sample contracts/letters for anything bookkeeping/accounting-related. Hope this helps!

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  • John D.
    OP
    Investor · New York, NY · Member since 2017 · 60 posts · 19 votes
    2y

    Thanks for this info, that’s super helpful!

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