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

Step-by-Step Course

With access to our dedicated KoffeeKlatch Training Zone, GDPR has never been simpler!

Our insightful, step-by-step course is designed to help you hit the ground running and leave you ready to implement the processes within your business.

Coaching & Support

With you every step of the way is our supportive group of GDPR experts, tech specialists, trainers and other industry peers.

Community

With our private Facebook group for industry specific GDPR groups, you have a community at your fingertips!

Understand Your Data

Designed for the way you work with data in your own business and the data you handle for clients.

Constant Updates

Guaranteed updates when new legislation is released. Helping you to grips with the changes that Brexit will bring.

Policies & Documents

Policies and documents that both you and your customers can understand and implement within your business.

Videos & Live Webinars

Videos, live webinars and audio downloads to help you work through the course materials at your own pace.

Practical & Hands On

A practical and hands-on approach to remove the headache and leave you feeling accomplished.

Be Compliant

Designed to help you learn the ins and outs of your business and its data and guide you towards compliance.

We are trying to make your check out experience better. 

To do this we monitor how often people visit our check out without purchasing. If there is a reason why you got stuck please let us know at : support@koffeeklatch.zendesk.com. We value your privacy.

Any information we collect on you is used in accordance with our data privacy policy We are not here to hassle you – just trying to serve you better.

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

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