Bookkeeper Terms of Business

£45.00£250.00 plus VAT

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

Clear

Description

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

Additional information

Level

Basic, Standard, Premium

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