Bookkeeping terms and conditions

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

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).

  1. Definitions and interpretation
  2. Engagement
  3. Services
  4. Customer obligations
  5. Assignment of rights
  6. Charges and payment
  7. Warranties
  8. Limitations and exclusions of liability
  9. Confidentiality
  10. Data protection
  11. Termination
  12. Non-solicitation
  13. Notices
  14. General
This template bookkeeper T&Cs document is 16 pages long (including notes and cover page), and is supplied in Word (.doc) format. This means it is easy to edit the contract to fit your particular requirements.