Bookkeeper 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 Bookkeeper Hiring Agreement covers hiring bookkeepers who run their own company as well as those who operate as a sole trader.

It includes clear policies and procedures to protect you, including GDPR, copyright, non-compete clauses and NDAs. With the Hiring Agreement, your team and associate relationships will be managed professionally as well as saving you time, money and stress.

Included in the Bookkeeper Hiring Agreement:

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

What do the levels mean?
Your documents and support options are explained here >

Which level should I choose?
If in doubt choose a lower level. You can upgrade later to a higher level to extend your support period or get more flexibility on where you can edit your documents

What do I get in the support period?
You get access to unlimited support in the KoffeeKlatch Facebook customer group.

You get access to updates and additional material at no additional charge during your support period

You get access to our growing library of support material in the ‘KoffeeKlatch zone’ designed to help you manage clients comfortably using your legal documents as a positive tool.

Who writes these documents?
These documents are written by our team of business and legal experts and then reviewed by key customers to check they reflect the way you work today.

Are all the levels editable?
The Booking and Data Processing forms are designed to help you collect and gather the information that is unique to your contract with your client.

The main agreement can be modified by using the appropriate forms in the Booking form.

If you have an established business model and want to edit the main agreement, or add it in html format to your website, you will need to purchase or upgrade to Premium level.

Why do you lock down the other levels?
Most legal templates are sold without support and advice being included. If you go to a legal team for advice it will cost you hundreds of pounds. We are able to include advice within your purchase by having a streamlined document system where we know what terms you are on and where to find any changes you have made. Without that, we could not offer advice and support. People come for the contracts but stay for the training, advice and support. Few people go into business understanding all the issues your contracts cover – and the law itself changes regularly. By having a standardised format, we can easily update you on what has changed, train you, advise you, and prepare the help you need within the group – all at a price few legal teams could offer.

Will my documents make me compliant?
Your documents will help you comply with your legal obligations (and give yourself some extra protection and advantages too). They are designed to go along side good practise and an understanding of your rights and obligations. If you do not work in accordance with the options set out on the documents, or make changes to the documents that reduce your rights or increase your obligations, you will not be compliant.

Why can’t I remove the KoffeeKlatch copyright claim from my documents?
Our documents remain our copyright. We assign to you a right to use them in accordance with our terms. The copyright claim is there to alert other people who may think of using them that they need to contact us before using our copyright material.

What is the difference between Global and UK options?
If both you and your client are in the UK, the UK version is fine. You can add in what you need for Scotland or NI. If either of you is not in the UK you need the global version. See here for more information >

Can I get phone or private support?
Your purchase does not include one to one support, but there is an option to purchase one to one support if you decide you need it. Find out more here >

£50.00£250.00 plus VAT

Our contracts come in three levels:

Basic Level: £50+VAT
Standard Level: £90 + VAT
Premium Level: £250 + VAT

For more information, visit

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A Bookkeeper Hiring Agreement is really important

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.

These are things that will come back to haunt you in the future if you do not sort them out now.

We created this Bookkeeper Hiring Agreement just for you

You can get straight to the sweet spot and just add the special bits that make this work for you.

Not only will this help protect your business, but will help you create

  • Clarity about availability, what is to be done, and to what standard
  • Secure your financial and client data
  • Avoid unexpected tax bills and complications from the gig economy

This is not a general freelance agreement you have to wade through with lots of things that have nothing to do with the way you need to manage your Bookkeeper.  It covers vital areas such as data sharing and cloud working.

A Bookkeeper agreement fit for the way you work today

You are probably keen on getting your Bookkeeper working

You might want to know that we thought about where you want to be when this relationship ends.

You won’t want problems getting information back, or moving forward in your own business.  You can’t hang around as more aspects of bookkeeping connect to real-time reporting.

Don’t find out the hard way you didn’t contract for what you need – by then it is too late!

Created by a legal and HR team

We use external bookkeepers, and do our accounts in the cloud.  We have added our own experience of working with bookkeepers to more than 30 years of creating agreements and ways of working that help you grow your business without getting buried in compliance.

Buy once – use many times

If you need an additional Bookkeeper or a replacement – don’t worry. You can re-use the same hiring agreement again!

And if you love it so much you just want to share it with your friends or associates or mastermind, ask about our affiliate scheme.

Bookkeeper Hiring Agreement Options

The Bookkeeper Hirer Agreement has an exclusive element where you choose:

    1. If your Bookkeeper has a company, you choose that option
    2. If they’re a sole trader, there is an appropriate option for that.

You just select the element that fits.

If you don’t know whether your Bookkeeper does have a company, check out our blog post.

Don’t delay

It’s so easy to put it off, but it only takes a few moments to sort this out.

Then you will have a great way to onboard your new Bookkeeper without compromising

  •  security
  •  work standards
  •  your brand

Download the agreement and go through it with your new Bookkeeper.

You two can have a conversation about what you need and why. You’ll find that this added clarity is a bonus to your working relationship.

If you are not sure what it all means, just pop into to our customers only Facebook group and ask any questions you may have.