Grow | Bookkeeper Contracts & GDPR

Grow Your Bookkeeping Business On Your Terms

Manage Expectations So You Can Thrive


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 Business Terms for Bookkeepers 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 bookkeepers, how you work and what you need to create the business you want, on your terms

Our basic contracts, policies and packages start at £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 got great comments from a customer who signed my training contract. They emailed me and said - "It's refreshing to see such a thorough and well thought through contract " . They sent it back signed with the same email.

Shelley Fishel
The IT Training Surgery

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 Hiring Agreement

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. 


This will this help you create:

  • Clarity about availability, what is to be done,and to what standard
  • Secure everyone's  financial data and log ins
  • Avoid unexpected hourly rate bills
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    On board new clients effectively
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    Avoid misunderstandings about what is chargeable when
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    Determine who is supposed to be doing what
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    Create a positive framework for your commercial relationships
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    Enhance profitability by creating 'niche' extra charges that match your business
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    Expert legal support (via  KoffeeKlatch Zone) 

Includes 6-18 months membership of our Zone (depending on the level)

Standard

For businesses looking to add their own logo.

Premium

For those needing a fully editable version.

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. 


This will this help you create:

  • Clarity about availability, what is to be done,and to what standard
  • Secure everyone's  financial data and log ins
  • Avoid unexpected hourly rate bills
  • check
    On board new clients effectively
  • check
    Avoid misunderstandings about what is chargeable when
  • check
    Determine who is supposed to be doing what
  • check
    Create a positive framework for your commercial relationships
  • check
    Enhance profitability by creating 'niche' extra charges that match your business
  • check
    Expert legal support (via  KoffeeKlatch Zone) 

Includes 6-18 months membership of our Zone (depending on the level)

Standard

For businesses looking to add their own logo.

Premium

For those needing a fully editable version.

Business Policies

Is your business too small to need a policy pack?  


No.  The smaller your business, the more vulnerable you are to some problems.   While big businesses have multiple systems and fail safes, for small businesses the only option is really to get it right first time.


If you are thinking you are exempt from all legal requirements (or problems) because you run a small business - think again.

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    Comply with your legal obligations
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    Support any tenders or pitches you have
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    Add more information for your associates and clients on what is expected
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    Data Protection policy)
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    Equality policy
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    Social Media policies
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    Expert legal support (via Facebook group)

Includes 6 -18 Months  membership of our Zone (depending on the levelproduct)

Standard

For businesses looking to add their own logo.

Premium

For those needing a fully editable version.

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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    Designed for the way you work with your own data and your customer's data
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    Get to grips with GDPR and get ready for Brexit, changes to e-privacy and more 
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    Handle ID data appropriately
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    Designed to support  bookkeepers and financial experts.
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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 bookkeepers to work together kickstart the GDPR process

Multi-Buy Offer

Looking to purchase all of the above? Take advantage of our multi-buy offer and save money on your purchase!


Receive all 4 items (2 x Contracts, 1 x Set of Policies, 1 x support on GDPR) PLUS a free copy of '10 Things You Didn't Know About Contracting with Clients' from only £170 + VAT

Standard

£270 + VAT

Premium

£665 + VAT

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.