Bookkeeping terms and conditions

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Standard T&Cs to govern the provision of bookkeeping services to business customers.


Author: Alasdair Taylor
Updated: 5 January 2021
Length: 19 pages
Notes: 18 pages
Format: MS Word (.DOCX)

This is a template bookkeeping contract. It is designed for use by a bookkeeper or other business providing bookkeeping services as its standard contract terms document for the provision of bookkeeping services to businesses.

The International Association of Book-keepers (IAB), the Institute of Certified Bookkeepers (ICB) and the Association of Accounting Technicians (AAT) are the three main industry bodies in respect of bookkeepers in the UK. This agreement is designed to be broadly consistent with the codes of ethics and membership rules of those bodies as at the date of drafting (although of course there are many obligations upon members that are not referred to in this document).

The core provisions of the document set out the period during which the contract will continue in force, the services that the bookkeeper will provide during this period, the manner in which those services will be provided and the charges which must be paid by the customer in consideration of the provision of those services.

In addition, the T&Cs recognise that documents produced by the bookkeeper for the customer may be protected by intellectual property rights, and grants to the customer an explicit licence under those rights.

Information supplied by a customer to a bookkeeper will often be confidential. A detailed confidentiality clause protecting such confidential information is included in the T&Cs, alongside a data processing clause any personal data processed by the bookkeeper on behalf of the customer. The data processing clause reflects the specific requirements of the General Data Protection Regulation (GDPR).

LETTER OF ENGAGEMENT

  1. Services will provide to you
  2. Our professional obligations
  3. Keeping your information confidential
  4. Our charges
  5. Our terms and conditions
  6. Contractual notices
  7. Complaints
  8. Client identification
  9. Counter-signature
  10. Letter signature
  11. Definitions
  12. Term
  13. Services
  14. Professional obligations
  15. Deliverables
  16. Client Materials
  17. Intellectual Property Rights
  18. Charges
  19. Timesheets
  20. Payments
  21. Suspension of Services
  22. Bookkeeper's confidentiality obligations
  23. Data protection
  24. Warranties
  25. Indemnity
  26. Professional indemnity insurance
  27. Limitations and exclusions of liability
  28. Force Majeure Event
  29. Termination
  30. Effects of termination
  31. Non-solicitation of personnel
  32. Status of Bookkeeper
  33. Notices
  34. Subcontracting
  35. General
  36. Interpretation

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