Bookkeeper Terms of Business | Upgrade

Bookkeeper Terms of Business | Upgrade
  • Description
  • Contents
  • FAQs
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
Not sure which level you need? Compare contract options here
Information coming soon

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 >

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Having the right Bookkeeper terms of business will help you to

  • Onboard new clients effectively
  • Handle GDPR without fuss or complications
  • Avoid misunderstandings about what is chargeable when
  • Sort out who is supposed to be doing what
  • Create a positive framework for your commercial relationships
  • Enhance profitability by creating ‘niche’ extra charges that align with your business

The right Bookkeeper terms of business mean your client expectations are managed professionally as well as saving you time, money and stress!

Start by having proper Bookkeeper terms of business

Designed to handle the variety of ways a Bookkeeper charges, from the retainer to hourly rate or project, with options for core hours, out of hours, rates uplifts for specific work and more.

When you have a clear structure with your clients you can reduce the time you don’t bill because you don’t want to spring any surprises on them.

Includes 6-18 month’s membership of our community group and team (dependent on level)

” I’ve just sent the Booking Form and Terms for the first time to a new client for signing.  They have been incredibly complimentary about it. It’s clear, comprehensive and they know exactly where they stand.”

Emily Dover PA Me

Designed with Bookkeepers for Bookkeepers

Working with Bookkeepers who run teams and with solo practitioners these terms have been developed to give you the structure and flexibility you need.

You can use them as a free-standing agreement or alongside our basic policy starter pack (if you don’t have things like a data protection policy or a social media policy) and Bookkeeper associate agreements

Just put these all together to match what you need to get your Bookkeeper business really into gear