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Accounting Services Agreement
Free accounting services agreement template for an accountant or bookkeeping firm providing ongoing services to a business client.
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This free accounting services agreement covers 1. Services, 2. Client's Responsibilities, 3. Fees, 4. Scope Limitations, 5. Confidentiality with 9 clearly marked [placeholder] fields to fill in — built for small businesses and individuals documenting a loan or expense putting financial terms in writing so both sides have a clear, shared record. Copy it into your own word processor, fill in the placeholders, and review it — or adapt it — before use. It's part of docstoc's free document template library, alongside business, legal, real estate, finance, and HR templates. Every template here is free to copy with no signup required, and each one carries a plain disclaimer: this is a starting point for informational purposes, not a substitute for advice from a licensed professional in your jurisdiction.
Accounting Services Agreement
Accountant/Firm: [Name] · Client: [Name] · Effective Date: [Date]
1. Services
Accountant will provide the following services: [e.g. monthly bookkeeping, payroll processing, quarterly tax filings, annual tax return preparation].
2. Client's Responsibilities
Client will provide accurate and timely financial records, receipts, and information needed for Accountant to perform the services, and is responsible for the accuracy of information provided.
3. Fees
[Flat monthly fee of [Amount] / hourly rate of [Amount]], invoiced [Frequency], due within [Terms].
4. Scope Limitations
This engagement is for [bookkeeping/tax preparation] services only and does not include an audit, review, or assurance service unless separately agreed in writing.
5. Confidentiality
Accountant will keep Client's financial information confidential, except as required by law or authorized by Client.
6. No Guarantee of Outcome
Accountant will exercise professional care but does not guarantee any specific tax outcome or that Client's records are free of errors originating from Client's own source documents.
7. Term and Termination
This Agreement runs [month-to-month / for a Term] and may be terminated by either party with [Notice Period] written notice.
Accountant: ______________________ Date: ____________ Client: ______________________ Date: ____________
*This document is provided for informational and educational purposes only and does not constitute legal advice. Being explicit about scope (Section 4) protects the accountant — clients sometimes assume routine bookkeeping includes audit-level assurance, which is a materially different (and more expensive) engagement.*
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What's included
- Edit online — click the document, fill in placeholders, download a PDF
- 7 standard sections: 1. Services, 2. Client's Responsibilities, 3. Fees, 4. Scope Limitations, 5. Confidentiality, 6. No Guarantee of Outcome, …
- 9 clearly marked [placeholder] fields for quick personalizing
- Free to use — no account or signup required
- Fully editable — adjust any clause to match your actual situation
- Includes a signature block, ready to print or sign digitally
- Fixed docstoc.io footer on every PDF (not removable)
Who this template is for
Freelancers & solo founders
Handling routine business paperwork without commissioning custom legal drafting for every document.
Small businesses
Standardizing recurring documents — leases, agreements, notices — across a growing operation.
Anyone reviewing before signing
Using a clear starting structure to understand what a document should cover, even if a lawyer finalizes it.
Informal lending & reimbursements
Money changing hands between people or a business and its team, without a bank's paperwork.
FAQ
Is this accounting services agreement template really free?
Yes, completely free — view, edit, and download this accounting services agreement as a PDF without creating an account.
What does this accounting services agreement cover?
This finance template includes 1. Services, 2. Client's Responsibilities, 3. Fees, 4. Scope Limitations. Fill in the [bracketed] placeholders, edit any clause online, then download a PDF — the docstoc.io footer stays on every export.
Is this legal advice?
No. Financial documents like this can touch usury limits, lending disclosure rules, or tax treatment that vary by state and by amount — details a general template can't know. Have an accountant or attorney review the actual terms before money changes hands based on this.
Can I edit the wording?
Yes — edit directly on the page, adjust any section or clause, and re-fill the 9 placeholder fields to match your situation before downloading a PDF. It's a starting structure, not a rigid script.
Where can I find more free templates like this?
Browse more free finance and related document templates in the docstoc library at /document-templates/.
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