Bookkeeping Service Agreement Template – US

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Updated: 2025-2026


Disclaimer

The information provided is intended solely as a general example for informational purposes related to financial record management agreements. It does not constitute legal advice and should not be relied upon as a substitute for consulting a qualified attorney specializing in legal or accounting contracts. Laws and regulations may vary depending on the jurisdiction, and adjustments may be required to ensure compliance with local requirements. The use of this example is the sole responsibility of the user, and we assume no liability for any errors, omissions, or consequences arising from its use without professional review.


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Please note: This is a sample Bookkeeping Service Agreement template for the US, provided for illustrative purposes only. Actual terms may vary based on specific client agreements and applicable laws.

Sample Bookkeeping Service Agreement (US)

Parties Involved:

Service Provider: Effective Bookkeeping LLC
Address: 123 Business Road, New York, NY 10001

Client: XYZ Corporation
Address: 456 Commerce Street, New York, NY 10002

Scope of Services:

The service provider shall perform bookkeeping services including transaction recording, reconciliation, financial reporting, and related tasks as specified in this agreement.

Payment Terms:

The client agrees to pay the service provider a monthly fee of $________, payable within 15 days of receipt of invoice, for the services rendered under this agreement.

Service Provider Responsibilities:

The service provider shall perform all bookkeeping tasks accurately and in accordance with generally accepted accounting principles (GAAP) and applicable laws, maintaining confidentiality of client’s financial data.

Governing Law:

This agreement shall be governed by the laws of the State of New York. Any disputes shall be resolved in the courts of New York County.

Additional Provisions:

  • The client shall provide all necessary documentation and access to financial records promptly.
  • This agreement may only be modified by written amendment signed by both parties.
  • Any late payments shall accrue interest at a rate of 1.5% per month.

New York, ______________________

________________________
Jane Doe (Service Provider)
________________________
John Smith (Client)