Legal support for your Bookkeeping business
EASY UK CONTRACTS TO PROTECT YOUR Bookkeeping BUSINESS
Essential contracts specially designed for bookkeepers who work with clients or associates in the UK
Work with clients or associates worldwide?
Proper contracts set boundaries, save time and boost your profitability
Running a bookkeeping business can be stressful. There’s a lot that you’re expected to know, from GDPR and NDAs to IR35 and tax. You want to comply with the law, but the constant changes can make you feel completely overwhelmed.
Don’t worry. We won’t let you drown in a sea of legalese! With KoffeeKlatch, you don’t have to spend hours trying to work out what is going on and how it will affect you.
We’ve created a range of contracts for the online way that bookkeepers work today.
Our contracts are simple written agreements defining what you will do, what your clients and associates should do, and what happens if anything goes wrong. They’re written by expert lawyers so you can be confident they will protect your business.
Not only that, but we provide you with ongoing legal support so you’re not alone.
We’ve prepared a range of contracts that are most commonly required by bookkeepers:
Contracts, policies and packages start at just £55 + VAT*
*excluding addons and standalones which differ in pricing.
Buy our Business Basics Pack and SAVE 20% per item
Reasons to choose contracts from KoffeeKlatch
Why you need proper contracts in place:
- Set boundaries to protect you and your bookkeeping business
- Ensure you comply with the latest legislation
- Keep your business relationships running smoothly
- Save yourself time and hassle
- Boost your profitability
What makes KoffeeKlatch contracts special:
- Our contracts are drafted by a barrister and an HR professional in consultation with bookkeepers, so they are legally sound and relevant to bookkeeping business realities
- They’re written in language that’s easy for you and your clients to understand
- They’re easy for you to issue with no hassle
- They’re specially designed to suit the natural workflow within the bookkeeping industry
- We understand the ‘gig’ economy with all its advantages and hidden dangers
Benefit from our help with initial onboarding and ongoing support:
- Whenever the law changes, we drop updates into your folder at no extra charge as long as you are within your support period
- You can join in with regular webinars and group chats to keep you up to speed
- You get access to support for at least 6 months (more, if you buy anything above ‘basic’ level)
Contracts, policies and packages start at just £55 + VAT*
*excluding addons and standalones which differ in pricing.
Buy our Business Basics Pack and SAVE 20% per item
Which level of contract do you need?
You can choose Premium, Standard or Basic level contract/s. Each gives the same cover, but the branding and amount of support you receive varies according to where your business is at.
Basic | Standard | Premium | ||
|---|---|---|---|---|
For pre-startups and early startups | For businesses with regular revenue | For established business models | ||
Pricing (excl. VAT)* *Pricing for addons, upgrades and standalones will differ. Please see individual products for more info. | £55 | £95 | £250 | |
Add your own logo | ||||
Edit all contract wording | ||||
Signature area | ||||
Downloadable files | ||||
Onboarding videos | ||||
Complete your own details | ||||
Private review | Up to 3 changes | |||
Facebook group support | 6 Months | 12 Months | 18 Months | |
Usage Limits | Unlimited | Unlimited | Unlimited | |
Website Usage | PDF Upload Only | PDF Upload Only | No Limitation | |
Download and video access | 6 Months | 12 Months | 18 Months |
Watch Annabel’s brief video to find out which level is right for you.
Happy Clients, Happy Associates, Happy Bookkeepers
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Which contract/s do you need?
We’ve prepared a range of contracts that are most commonly required by bookkeepers. Click each title or scroll down to decide which you need.
Note that these contracts are designed for bookkeepers in the UK who have associates and clients in the UK. If you’re in the UK and you work with clients or associates worldwide, we have a global range to support you.
Bookkeeper Terms of Business
As a bookkeeper, this contract is the one you issue to your clients.
It covers you for issues including GDPR, NDAs, copyright, IP, tax and more.
It’s been designed to handle all the ways you might charge – from multiple booking, to programme rate, to day rate or hourly rate, with options for webinars, video, copyright license, cancellations and more.
Included in the Bookkeeper Terms of Business:
- Bookkeeper Booking Form
- Bookkeeper Data Processing Form
- Bookkeeper Terms of Business
- BONUS: Mini IR35 Course
The right bookkeeper terms of business mean your client expectations are managed professionally as well as saving you time, money and stress!
If you want a contract to give your Bookkeeping team or associates, you need our Bookkeeping Hiring Agreement.
Bookkeeper Hiring Agreement
Do you employ a team of bookkeepers, or outsource to associates?
If yes, this is the contract you need to manage your relationships with them.
The Bookkeeping Hiring Agreement covers hiring those who run their own company as well as bookkeepers who operate as a sole trader. It includes clear policies and procedures to protect you, including GDPR, copyright, non-compete clauses and NDAs.
Included in the Bookkeeper Hiring Agreement:
- Bookkeeper Hiring Agreement
- Bookkeeper Booking Form
- Data Processing Instructions
- Sample Security Instructions
With the Bookkeeper Hiring Agreement, your team and associate relationships will be managed professionally as well as saving you time, money and stress.
If you want a contract to give your clients, you need our Bookkeeper Terms of Business.
GDPR Privacy Policy
Work towards GDPR compliance with our bestselling GDPR Privacy Policy. Includes a step-by-step mini course to guide you through what to include within your policy as well as your cookies and data retention.
Included in the GDPR Privacy Policy:
- Data Privacy Policy
- Step-by-step Mini Course (Includes Cookie and Data Retention guidance)
Please note: This policy is FREE when purchasing our full GDPR Programme
GDPR Compliance for Financial Experts
Worried about GDPR compliance?
The General Data Protection Regulations (GDPR) are now in place, but it can be a struggle to figure out what VAs actually need to do (and what you don’t). What’s more, with constant changes, you need to keep up to date if you’re going to meet your legal obligations.
This programme is designed to help you comply with GDPR in an easy, supportive and practical way.
- Private Facebook group just for financial experts
- Coaching and support on Data Protection
- Dedicated GDPR training zone
- Step-by-step course to take you through the process
- Video training, checklists, planners, live webinars
- Support to help you achieve full GDPR compliance
- Your chance to get to grips with the changes that Brexit will bring
Access to the most supportive and comprehensive GDPR community for VAs is yours for 12 months at a time (you have the option to renew at the end of each year).
Bookkeeper Business Pack: Save 20%
Build the ultimate business bundle for your Virtual Assistant business!
Choose any three items (or the full set) and SAVE 20% compared to the cost of buying them individually.
Included in the bundle:
- Bookkeeper Terms of Business Pack
- Bookkeeper Hiring Agreement Pack
- GDPR Data Privacy Policy
- GDPR for Financial Experts Support
Existing Customer?
If you are an existing KoffeeKlatch customer, you are entitled to discounted upgrades. Please click the button below and then login to view your options.