Global bookkeeper contracts - with support - to help with sharing data across borders.

EASY Global BOOKKEEPER CONTRACTS TO PROTECT YOUR Bookkeeping BUSINESS

Essential contracts specially designed for bookkeepers who work with clients or associates in UK and India, Philipines, South Africa and internationally

Looking for UK versions?

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.

Contracts, policies and packages start at just £50 + 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:

What makes KoffeeKlatch contracts special:

Benefit from our help with initial onboarding and ongoing support:

Contracts, policies and packages start at just £50 + 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.

£50
£90
£250
Add your own logo
Edit contract wording
Signature area
Downloadable files
Onboarding videos
Fillable client details
Legal team review
Up to 3 changes
Support and updates
6 Months
12 Months
18 Months
Usage Limits
Unlimited
Unlimited
Unlimited
Website Usage
PDF Upload Only
PDF Upload Only
No Limitation

Watch Annabel’s brief video to find out which level is right for you.

Happy Clients, Happy Associates, Happy Bookkeepers

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.

Global Bookkeeper Terms of Business

As a bookkeeper, this contract is the one you issue to your clients.

It covers you for issues including GDPR including cross border data transfers, NDAs, copyright, IP, tax, non competes, confidentiality and more.

It’s been designed to handle all the ways you might charge – from multiple booking, to fixed fee, to day rate or hourly rate and more.

Included in the Bookkeeper Terms of Business:

  1. Terms of Business (the main agreement you issue once to each client)
  2. Booking Form (where you put the informational unique to you and this client)
  3. Data Processing Form (optional use when necessary)
  4. ICO Reference Document (referred to in Data Processing Form)
  5. Sample Security Instructions
  6. Non-EU Model clauses

They all come with a full set of onboarding videos explaining what your documents mean, how to complete them, and when to use which elements.

If you want a contract to give your Bookkeeping team or associates, you need our Bookkeeping Hiring Agreement.

Global 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:

  1. Hiring Agreement (the main agreement you issue once to each associate/team member)
  2. Booking Form (where you put the informational unique to you and this associate/team member)
  3. Data Processing Form (optional use when necessary)
  4. ICO Reference Document (referred to in Data Processing Form)
  5. Sample Security Instructions
  6. Non-EU Model clauses
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 you 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.  We call it our ‘see one do one programme’.  Lean and do as you go, so you won’t end up with a big list of things to do at the end.  You can even add a VA chair and get your admin person to do some of the hard work for you.

Access to the most supportive and comprehensive GDPR community for is yours for 12 months at a time (you have the option to renew at the end of each year).

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.