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#WORD BOOKKEEPING TEMPLATE HOW TO#
#WORD BOOKKEEPING TEMPLATE PDF#
#WORD BOOKKEEPING TEMPLATE FULL#
#WORD BOOKKEEPING TEMPLATE PROFESSIONAL#

A checklist has been supplied to the first article (“I. Now that both concerned entities have been identified, we must provide an accurate description of the job at hand.

Use the last three blank lines to present the street address, city, and state of the Client’s mailing address.ģ – Define The Accounting Services That Will Be Provided

#WORD BOOKKEEPING TEMPLATE FULL#

The Client who intends to hire the Accountant named above through this paperwork must have his or her full name supplied on the blank line labeled “Client.” His or her mailing address should also be supplied here. You must solidify this entity’s identity by producing his or her mailing address across the next three empty lines.

Thus, locate the space labeled “Accountant” and produce the legal name of the Accountant being commissioned. The Accountant must be named in this statement. This will require you to record this calendar month and calendar day on the first blank line and the year on the second blank line. The first statement will begin by documenting the date when both parties enter this agreement.

#WORD BOOKKEEPING TEMPLATE PDF#

If you do not have the appropriate PDF editor or word processing software then, use your browser to view, save, and print a copy to fill out manually.Ģ – The Accountant And Client Must Be Fully Identified Make sure your software is up-to-date before working on your copy. It may be downloaded by clicking any of the buttons in the preview image’s caption area or through the links above. The paperwork previewed in the image will provide the structure and language for an Accountant/Bookkeeper to solidify a Client job. Bureau of Labor Statistics)ĭownload: Adobe PDF, Microsoft Word (.docx) or Open Document Text (.odt)ġ – Access The Services Agreement Template On This Page A work-from-home bookkeeper is often an independent contractor who is able to take on multiple jobs at once.

#WORD BOOKKEEPING TEMPLATE PROFESSIONAL#

The management tasks of a professional bookkeeper vary depending on the client however, they may be asked to oversee any of the following:įactors impacting a bookkeeper’s salary include overall experience, certification, part-time/full-time status, location, and whether they are a work-from-home or standard bookkeeper.

#WORD BOOKKEEPING TEMPLATE HOW TO#

How to Write a Bookkeeper Services AgreementĪ bookkeeper, who is most likely an accountant, is someone that is hired to create a process for managing the records of a business or individual for internal financial reports and tax returns.

Common for larger accounting tasks or before tax filing and reporting. Retainer – Advance payment to the accountant to begin their services. Therefore, it’s imperative that the bookkeeper that is selected is someone who can be trusted. The bookkeeper will most likely have access to banking records, receipts, revenue details, and other financial information.

Notes: Include any additional info your customer should know, including terms of service and payment terms (for example, payments are due 30 days after the invoice has been issued).The bookkeeping services agreement is between a client and a bookkeeper to provide accounting services for a one-time or monthly basis.Total: Outline the total amount due from the customer, after tax.This is legally required to provide on invoices, and your rate may differ depending on where you run your business. Tax: Indicate the tax rate applied to the subtotal.Subtotal: Add up the subtotal of your goods or services, before tax has been applied.For each line item, include a brief description, quantity, individual unit price, and total price. Line Item: Add individual line items for each unique good or service you provided.Dates: Include the date when your invoice has been issued and the date when payment is due.For example, if you're sending your very first customer their first invoice, the invoice number could be 001-001. You can format this based on sequence and customer. Invoice Number: Include a unique invoice number to help you track down this invoice in the future.Customer Details: Under "Bill To", add your customer's name, address, and contact information.Company Details: Add your company name, address, phone number, and logo to the top-right corner.Title and Description: Name the project and briefly describe what type of work your client is being invoiced for.