Download our free, customisable Bookkeeping Contract Template to professionally outline your bookkeeping services for new clients. Easily create a clear, legally sound agreement that covers the scope of work, fees, and responsibilities, helping you set expectations, build trust, and protect your business from the start.
Using a free bookkeeping contract template helps establish clear terms of service, ensuring you and your clients are aligned from when the contract is signed, while promoting trust, transparency, and professionalism throughout your working relationship.
A bookkeeping contract template is a pre-formatted document that outlines the terms and conditions of a professional agreement between a bookkeeper and their client. It includes details such as the scope of work, fees, responsibilities, and confidentiality clauses.
Absolutely. The template is fully editable, so you can tailor it to match your specific services, pricing model, client terms, and branding.
When properly completed and signed by both parties, the template forms a legally binding agreement. However, for full legal assurance, especially for complex arrangements, consider having it reviewed by a solicitor.
This template is ideal for freelance bookkeepers, bookkeeping firms, and self-employed professionals offering bookkeeping services to clients across the UK.
You should review and update your contract regularly, at least annually, or whenever your services, fees, or business practices change, or if there are updates to relevant laws like GDPR or HMRC regulations.
Yes, having a formal contract in place helps protect both parties, clarifies expectations, and prevents misunderstandings. It’s a professional standard, even with long-term or friendly clients.
Unmatched convenience and efficiency.
Save time on admin and start every client relationship with confidence. Our bookkeeping contract template makes it simple to create clear, well-structured agreements that define your services, clarify responsibilities, and safeguard your business.
Whether you support startups, freelancers, or growing companies, this flexible template provides a solid foundation for outlining scope, setting payment terms, and aligning expectations. Easy to customise, professional in tone, and designed to keep things running smoothly.
A secure and verifiable way to sign contracts.
A bookkeeping contract is a formal agreement between a bookkeeper and a client that outlines the scope of services, payment terms, responsibilities, and confidentiality measures. Using a free eSignature-enabled bookkeeping contract template simplifies this process while ensuring strong legal protection.
Modern eSignature solutions like eSign meet UK legal standards and provide a secure, compliant way to sign contracts digitally. This minimises the risk of disputes, adds a full audit trail with time-stamped records, and verifies both parties, making your agreements more secure, efficient, and professional from the start.
A ready-made template allows you to quickly create a professional agreement without starting from scratch, saving valuable time.
Using a free template eliminates the need to hire a legal expert to draft a contract, reducing costs.
Templates are fully editable, allowing you to tailor the agreement to fit the specific needs and requirements of your project or client.
A well-drafted template includes essential legal terms and conditions, helping to protect both parties and minimise potential disputes.
A well-drafted template includes essential legal terms and conditions, helping to protect both parties and minimise potential disputes.
Templates are designed to include necessary compliance elements, ensuring your contracts adhere to relevant laws and regulations.
