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Bookkeeping New Client Agreement

Bookkeeping New Client Agreement

As a bookkeeper, one of the most important steps you can take in ensuring a successful working relationship with your clients is by having a clear and comprehensive agreement in place. The new client agreement lays out the terms and conditions of your services, helps to manage your clients` expectations, and protects your business from potential legal issues.

Here are some key elements that should be included in your new client agreement for bookkeeping services:

1. Scope of services: This section should outline the specific bookkeeping tasks that you will be performing for your client. This may include maintaining financial records, preparing financial statements, reconciling bank accounts, and providing tax support.

2. Billing and payment terms: Be sure to outline your fee structure, payment schedule, and any late payment fees. This section should also include information on how you prefer to receive payment, whether it be by check, credit card, or electronic transfer.

3. Confidentiality and data security: As a bookkeeper, you will have access to sensitive financial information about your clients. It`s essential to include a confidentiality clause in your agreement to ensure that you protect your clients` data and comply with relevant privacy laws.

4. Communication and responsiveness: Outline your communication expectations, including how and when you will communicate with your client. You should also specify how much lead time you need for particular tasks and how quickly you will respond to client inquiries.

5. Termination and dispute resolution: Your agreement should outline the circumstances under which either party can terminate the agreement and specify the steps that must be taken in case of a dispute.

6. Liability and indemnification: Clarify your liability and indemnification policies to limit your exposure to potential legal issues. This section should also include information on your insurance coverage.

By including these critical elements in your new client agreement, you can build a strong foundation for a successful bookkeeping relationship with your clients. Remember to review and update your agreement regularly to ensure that it continues to meet your needs and the needs of your clients.

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