Support Your Bookkeeping Business


Create and grow your bookkeeping business on YOUR terms

As a bookkeeper you love numbers. You love how you can tally the receipts and make it all make sense for your clients. You know that bookkeeping is more than pounds, shillings and pence, and you want to be hired by the clients that will appreciate your hardwork for their business. However, the wrong clients, or worse still, clients without agreements, means that you'll spend a lot more time on doing things that are not your customer's books.

Isn't it time you were appreciated for all your organisational skills?

With KoffeeKlatch bookkeeper contracts you'll find that you and your clients are in complete agreement. From outlining your role, your expectations and managing your clients expectations, you'll love how smoothly your business runs.

Created for the online way you work today by people who understand the 'gig' economy with all its advantages and hidden dangers.

Our VA contracts, policies and packages start £45 +VAT for individual purchase. For even bigger savings, check out our multi-buy offers!

Save time, create profitability and set boundaries.

Prices increase on a regular basis, so the best time to buy is right now!

What Our Customers Say...

I've just sent the Booking Form and Terms for the first time to a new client for signing. They have been incredibly complimentary about it. It's clear, comprehensive and they know exactly where they stand.

Emily Dover

Taking on my first associate was really simple with the KoffeeKlatch associate agreements. I felt confident that the agreements would protect both of us if anything were to change and reassured by the level of detail they go into. Clauses on payments, holidays, confidentiality, standards of work etc. it's all there!

Claire Grace
The Assistant Quarters

When people ask me how do I cope with clients, contracts, data protection changes and running a VA business, I tell them I don't worry about it, I just ask KoffeeKlatch.   I don't have to be confused or work it all out on my own.

Lucy Messaritis
Nixon Executive Support

Bookkeeper Terms of Business

Your clients will understand that you, their bookkeeper will be accessing their financial records and may even be just paying their bills online.

They really have to really trust someone to give them that level of access to their life and these bookkeeping contracts will build that trust.

Included in the Bookkeeper Terms of Business:

1. Bookkeeper Booking Form
2. Bookkeeper Data Processing Form
3. Bookkeeper Terms of Business

The right bookkeeper terms of business mean your client expectations are managed professionally as well as saving you time, money and stress!

Bookkeeper Hiring Agreement

The person who does your bookkeeping has access to some of the most confidential and private information in your business – money! They may even be paying your bills online.

You need to be sure you have sorted out data security, GDPR and a lot more. From hours to tax, and access to customer records, there are lots of things you need to sort out and discuss.

Included in the Bookkeeper Hiring Agreement:

1.  Bookkeeper Hiring Agreement
2. Bookkeeper Booking Form
3. Data Processing Instructions
4. Sample Security Instructions

Business Policies

It's time to make sure your business is compliant and legally stress-free with our comprehensive business policy pack.

This set of short, simple policies is designed to get you started. No lengthy HR waffle, no complications and designed to work with our agreements and contracts – or to stand alongside your own, if you already have agreements in place.

Included in the Policy Starter Pack:
1. Data Privacy Policy
2. Data Retention Policy
3. Health and Safety Policy (Under 5 Staff)
4. Equality Policy
5. Social Media Rules
6. Social Media Rules for Professionals
7. Cookie Policy Guidance Worksheet

Bookkeeper Business Basics

The ultimate business bundle for your web design business!

Contracts and policies written with trainers for trainers that are ready to implement within your business. Start your business off of on the right track with contracts for your clients, associates and policies to match. Now including one year of data protection support to get you compliant with GDPR!

Included in the bundle:

1. Bookkeeper Terms of Business Pack

2. Bookkeeper Hiring Agreement Pack
3. Policy Starter Pack

4. GDPR for Financial Experts Support

Plus, FREE 10 Things You Didn't Know About Contracting With Your Client

Data Protection & GDPR

You've heard a lot of talk about GDPR and want to know how to prepare your business for it. There's a lot of chatter, but not a lot of facts or helpful advice. Until now...

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    Coaching and support on Data Protection
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    For trainerss and with trainerss
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    Designed for the way you work with your own data and your customer's data
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    Help your clients with their GDPR compliance 
  • Get to grips with the changes Brexit will bring
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    One year's membership into a dedicated Facebook group
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    Expert legal support and advice

GDPR for Financial Experts

Join us and other financial experts in the most supportive GDPR community!

Already a customer and looking to upgrade?

If you are an existing KoffeeKlatch customer you are entitled to discounted upgrades of your contracts and GDPR support. Click the button below to view the upgradeable options for your business.