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 bookkeeping 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...

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 Pack

The ultimate business bundle for your bookkeeping business!

Contracts and policies written with bookkeepers for bookkeepers 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

GDPR Compliance

Looking to work towards GDPR compliance within your business? Struggling to keep up-to-date with all the updated legislation?

Join the most supportive and comprehensive GDPR community. This programme is designed to help you comply with GDPR in an easy, supportive and practical way and includes a one year membership to the following:
  • Coaching and support on Data Protection
  • Access to our new dedicated training zone
  • Access to a private Facebook group for your industry
  • Step-by-step course to take you through the process
  • Get to grips with the changes Brexit will bring
  • Video training, checklists, planners, live webinars
  • Full GDPR compliance and support

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.