Bookkeeper Agreement …read more

£40.00£60.00 plus VAT



A Bookkeeper agreement is really important

Your bookkeeper is going to be accessing your financial records and may even be just paying your bills online.

You have to really trust someone to give them that level of access to your life.

You are going to need secure working practices, data handling and more to protect you and your bookkeeper from misunderstandings and mistakes.

Old school bookkeepers are not really handling data security in the cloud very well. 

You’re busy – we get that

It is only too easy to forget to cover the bases on things that come back to bite you later.

What will come back to haunt you a long time from now?

We created this Bookkeeper Agreement just for you

This will this help you create

  • Clarity about availability, what is to be done,and to what standard
  • Secure your financial data and log ins
  • Avoid unexpected hourly rate bills

You need to set up your bookkeeper in the cloud so you keep control

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In a world of high tech bookkeeping in the cloud, and spreadsheets kept who knows where - you’may want to know that we thought about where you want to be when this relationship ends. The best time to figure all of that out is when you’re starting!

Buy once use many times

If you need an additional Bookkeeper or a replacement - don't worry. You can re-use the same agreement again.

And if you love it so much you just want to share it with your friends or association or mastermind, ask about our affiliate scheme.​

Bookkeeper agreement options

Each Bookkeeper contract has a version for:

  1. Ltd Bookkeepers who invoice you through their own company
  2. Unltd Bookkeepers who invoice you in person
  3. Both

Make sure you pick the right option at the checkout.

If you don’t know whether your Bookkeeper does have a company check out our blog.

If you want a version you can brand, or even edit you can upgrade easily and quickly. For more information on what you get with each version check here .

Don’t delay

It's so easy to put if off, but it only takes a few moments to sort this out.

Then you will have

  • A great way to on-board your new Bookkeeper without compromising
  • security
  • work standards
  • your brand

Just download the contract and go through it with your new Bookkeeper

You two can have a conversation about what you need and why​

If you are not sure what it all means, just wander over to our Facebook group for a chat.



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