BOOKKEEPING SERVICE AGREEMENT
A bookkeeping service agreement between a provider and a client, ready to customize, send, and e-sign.
PREPARED FOR
Acme Co
PREPARED BY
Northwind Studio
DATE
August 18, 2026
BOOKKEEPING SERVICE AGREEMENT
An engagement letter from Northwind Studio (the "Bookkeeper") to Acme Co (the "Client") confirming the bookkeeping services, responsibilities, and fees for the coming period.
PREPARED FOR
Acme Co
PREPARED BY
Northwind Studio
DATE
August 18, 2026
Northwind Studio
BOOKKEEPING SERVICE AGREEMENT
Dear Acme Co,
This letter confirms the bookkeeping services that Northwind Studio (the "Bookkeeper") will provide to Acme Co (the "Client") for the current engagement period. Countersigning this letter authorizes the Bookkeeper to begin work on the terms set out below.
The Bookkeeper will provide bookkeeping services as described here. Bookkeeping, financial reporting, and payroll coordination. Work outside this scope is available on a separate written engagement.
The Client will provide the Bookkeeper with all information, documents, and access reasonably needed to perform the services, will respond to information requests within five (5) business days, and will confirm the accuracy of deliverables before they are filed or shared with third parties.
The Bookkeeper will deliver interim results on the cadence agreed with the Client and will complete the engagement by the deadline set out on the acceptance page.
The Client will pay the Bookkeeper the fees set out in the table below. Invoices are due within fifteen (15) days of receipt. Amounts unpaid after that date accrue interest at one and one-half percent (1.5%) per month.
| Item | Rate | Qty | Amount |
|---|---|---|---|
| Monthly bookkeeping retainer | $900 | 12 | $10,800 |
| Payroll processing | $200 | 12 | $2,400 |
| Year-end close | $1,500 | 1 | $1,500 |
| Total | $14,700 | ||
The Bookkeeper performs the services as an independent professional and not as an employee of the Client. The Bookkeeper is responsible for its own taxes, benefits, and business expenses.
The Bookkeeper will hold in confidence all non-public Client information and use it only for purposes of performing the engagement. Confidentiality obligations survive termination.
The Bookkeeper will retain working papers for seven (7) years in accordance with professional standards. Original documents remain the Client's property and are returned on request.
Either party may terminate this engagement on thirty (30) days written notice. Fees earned through the termination date remain due, and the Bookkeeper will deliver work in progress within fifteen (15) days of the effective date.
The Bookkeeper's total liability under this engagement is limited to the fees paid in the twelve (12) months preceding the event giving rise to the claim. Neither party is liable for indirect, incidental, or consequential damages. This limitation does not apply to fraud or willful misconduct.
This engagement is governed by the laws of the state in which the Bookkeeper is based. This letter represents the parties' complete understanding of the engagement and supersedes any prior written or verbal understanding.
Northwind Studio
BOOKKEEPING SERVICE AGREEMENT
THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW. This Agreement is valid for thirty (30) days from the date on the cover.
CLIENT
Acme Co
BOOKKEEPER
Northwind Studio
The Bookkeeping Service Agreement is a document for putting a professional engagement on paper before work begins. It carries a cover page, a formal preamble naming both parties, ten numbered engagement clauses covering scope, client responsibilities, fees, records retention, confidentiality, and termination, and an acceptance page with authorization checkbox and dual e-signatures.
It preserves Bonsai's doc-builder components — a fee table with computed total inside the Payment clause, a signature block on the acceptance page, and merge fields that pull Sender, Receiver, and Date automatically. Rename the Bookkeeper label to match your business, edit the scope and fees, and send.
Everything below comes pre-configured. Turn sections on or off, edit the copy, or add your own — Bonsai remembers your choices for next time.
Who is responsible for delivering source documents? Section 2 covers Client Responsibilities — the Client provides all information, documents, and access needed to perform the engagement within five (5) business days.
How long does the Bookkeeper keep records? Section 7 sets a seven (7) year records retention period in accordance with professional standards.
How is the engagement terminated? Section 8 allows either party to terminate on thirty (30) days written notice; fees earned through the termination date remain due.