Bookkeeper Service Agreement Contract

ABOUT THIS PRODUCT: This Bookkeeper Service Agreement Contract is simple to customize and gives you the professional feel that you need in your business. It includes a Scope of Services section so that you can get clear about what you are offering and what your client is expecting from you. You can easily adjust it to suit your business needs, edit parts out and add in new contracts like hourly rates, monthly retainer agreements and more.

👉 HOW IT WORKS

Follow these instructions after purchasing (you will need to be able to open a PDF)
1 - Open the PDF document with Links to access your template in Google Doc or open the MS Word file
2 - Review Page with Instructions before you begin editing
3 - Update your Service Agreement and then convert to a PDF and upload to DocuSign or HelloSign for an electronic signature
4 - Use the email script and customize it to communicate with your new client

👉 WHAT TO EXPECT

✔️ You're purchasing a digital product, NO physical items will be shipped to you
✔️ Access the editable template in MS Word or Google Doc (same template agreement)
✔️ 7-8 Page Service Agreement with editable fields, plus ONE Schedule with prefilled Scope of Services and an email Script to use when sending the Service Agreement for signature
✔️ It includes a page with instructions to help you customize the bookkeeper service agreement
✔️ Instant Download: We will deliver the Download immediately upon purchase: check your email spam folder if you don’t receive the email.

👉 WHO IS THIS PERFECT FOR?

✔️ NEW Bookkeepers who want to make a great first impression with new clients
✔️ Bookkeeping Business Owners who want to set strong boundaries, set expectations and get your new client onboarded quickly

👉 WHAT YOU WILL RECEIVE

✔️ An email upon purchase with links to your purchase (the links are good for 24 hours)

✔️ A PDF Document with multiple pages including links to your Google Doc Template, Video Training, Instructions, and Email Script

✔️ Word Doc File to access your service agreement with an exhibit page with a prefilled scope of services page for you to customize

✔️ Instructions to review before updating the agreement

✔️ Link to a video overview of how to update the service agreement

✔️ Email script to customize and use when sending your service agreement for electronic signature

✔️ Email script for the Kick-Off Meeting

✔️ BONUS video training showing you step-by-step how to create a free DocuSign account, upload your document and how to send it for electronic signature

✔️ BONUS setting up your Kick Off meeting

👉 TERMS OF USE: BEFORE YOU BUY

▲ This listing is for ONE digital template file to access in two ways [MS Word or Google Docs]
▲ There's NO physical product for this purchase
▲ This is YOUR file, you can use and edit as many times as you like for your own personal use. Don't share, sell, or re-distribute
▲ The contract was created by an attorney for general use in this industry. You may want to consult with an attorney in your own state to ensure you comply.

👉 REFUND

We have a no-hassle, 14-day satisfaction policy which means that if you are not fully happy for any reason, we’ll work with you to make sure you’re happy, even if that means a full refund.  Contact us and give us an opportunity to make things right.

👉 DISCLAIMER

This template is a starter contract template with general information. While the contract was created by an attorney, the contents of the contract should be considered informational only. This contract does not provide legal advice or opinions. We are not a law firm, attorney, lawyer or advisor. We always recommend you consult an attorney in your city/state to discuss compliance rules and regulations.

FREQUENTLY ASKED QUESTIONS

What if the link in the email with my purchase expires?

Not to worry, we got you covered every step of the way. After you make your purchase, you will receive an email with a link to access your purchase. The link is good for 24 hours. After the initial 24 hours, the link will expire and you can request another link.

Who can I contact if I have a question?

You can contact us by emailing info@veronicasagastume.com or hitting reply to the email you received with your purchase information. Your email is very important to us, we will respond but please allow up to 2 days for us to get back to you.

What if I purchased the wrong product or it’s not what I need?

It happens and we understand. Please contact us within 14 days of your purchase and we’ll be happy to issue a refund. We’ll ask you a few questions to get your refund processed and the funds will be back in your account within 6 business days. We know what it’s like to purchase something that is not the best fit, and we also know how it feels when someone just sees us as a cash transaction. We don’t want you to feel that way, so please contact us and we’ll take care of the rest.

Who created this product?

All Templates were created and designed by Veronica Sagastume. Veronica is a degree accountant who worked in the Corporate world for 20 years, specializing in funded start-up companies in Silicon Valley, before starting her business in 2011. She brings her years of experience and proven strategies when designing templates, scripts, forms, and more to share with you to run, and grow a profitable bookkeeping business.