(also known as a Service Contract)
Bookkeepers/Accountants: Use this Form for New Clients. This form will define the relationship between you and your client.
1) Download the Word Document (so that document can be edited).
2) Read through the ENTIRE AGREEMENT at least once before editing.
(Become familiar with the form and any documents you may need).
3) Revise the HIGHLIGHTED Information as needed.
4) Delete any NOTES that may be written in.
5) And last, confirm that ALL parties identified. Execute (Sign) the Agreement.
6). Keep a COPY of the Signed Agreement in your files.
**OPTIONAL – Put this Form on your Company’s Letterhead or add your Logo at top to look more “Official.”
