Accounting Contract Template

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This Accounting Contract (“Contract” or “Accounting Contract”), in effect as of Contract start date, is by and between the following parties:

“Client”:

[Client.FirstName] [Client.LastName] 
Name
[Client.Street] [Client.Email]
StreetEmail
[Client.City] , [Client.State] , [Client.Zip] [Client.Phone]
City, State, ZipPhone

“Provider”:

[Sender.FirstName] [Sender.LastName] 
Name
[Sender.Street] [Sender.Email]
StreetEmail
[Sender.City] , [Sender.State] , [Sender.Zip] [Sender.Phone]
City, State, ZipPhone

WHEREAS Client wishes to retain Provider for Accounting Services described in this contract, and Provider agrees to provide such services in consideration of the payments described herein, both parties agree to the terms of this contract as follows:

If you are still negotiating your service and project terms, you may use our free Accounting Proposal Template. The template lets you create a comprehensive document that highlights key financial services and presents them professionally.

1. ENGAGEMENT

The terms in this template are widely used for professional services. However, contract law varies from one jurisdiction to the next, so it’s wise to have an attorney review this template to ensure it meets your needs.

Client engages the Provider, and the Provider agrees to render, accounting services as set forth in the services section of this accounting contract.

Services shall be requested through written communication by the Client and their chosen representatives. All subsequent service requests shall be subject to the full terms of this accounting contract.

Provider agrees to provide accounting services in a professional manner, and to act in the Client’s best interests at all times.

2. TERM

This accounting contract shall begin on Contract start date and end on Contract end date. No accounting services shall be provided past this contract’s expiration unless a formal contract extension is agreed to by both parties.

3. COMPENSATION & PAYMENT

In consideration of the accounting services provided, Client agrees to accept and pay monthly invoices in accordance with the payment terms of this contract.

Provider agrees to invoice Client each month for services performed, and to in no event perform or invoice for services which are not explicitly approved in this accounting contract or subsequent amendments or purchase orders.

In addition to the approved accounting services, Client agrees to reimburse Provider for any reasonable, pre-approved costs associated with providing the services requested, including travel and miscellaneous expenses. These expenses include, but are not limited to, airline tickets, car rentals, lodging, and food.

Provider agrees that no reimbursement shall be made by the Client for travel within 25 miles of the Provider’s listed business address.

If travel is required in the performance of approved accounting services, such travel must be pre-approved by the Client. Reimbursement shall be made as follows:

Client will not reimburse Provider for alcohol, entertainment, or other costs which are not explicitly approved by the Client.

4. INDEPENDENT CONTRACTOR

Provider shall be considered an independent contractor at all times. No article or amendment to this agreement shall be taken to imply or create a partnership, joint venture, or employer/employee relationship between the Provider and Client. Provider shall not have any authority to commit or enter into agreements on behalf of the Client, and shall make no representations or statements as such.

Provider shall retain the full right to control and decide the manner in which the accounting services described in this contract are carried out and provided. Provider’s employees shall not be eligible for any benefit programs offered by the Client to it’s employees.

Provider shall be solely liable for payment of any taxes stemming from Provider’s performance of the accounting services listed in this contract and subsequent amendments or purchase orders without limitation.

Client shall not be responsible for withholding taxes from invoices paid to the Provider.

Provider agrees to indemnify and hold the Client harmless from any claims or liabilities resulting from Provider’s failure to pay appropriate taxes.

5. AUDIT

Provider shall maintain complete records of all business conducted related to this accounting contract (“Provider Records”). Provider Records shall be available for full inspection and audit by Client and government entities for the period of time required by law.

6. CONFIDENTIALITY

It is likely that both Client and Provider will be exposed to sensitive information belonging to one another, including financial information, trade secrets, and proprietary processes, systems, or products.

Thus, both Client and Provider agree to treat such information as confidential, and to refrain from disclosing it to any outside entity without prior written approval

Both Client and Provider reserve the right to identify any information as confidential by delivering written notice to one another at any time.

This obligation to protect confidential information shall extend for a period of 5 years following the receipt of such information.

7. INTELLECTUAL PROPERTY RIGHTS

Any creations stemming from the accounting services performed under the scope of this contract shall be the sole intellectual property of the Client without exception.

Provider hereby grants full intellectual property rights to any creations or inventions stemming from the performance of services associated with this contract, and agrees to assist Client in protecting those rights.

8. REPRESENTATIONS & WARRANTIES

Provider agrees to perform accounting services in accordance with ethics standards set forth by the International Ethics Standards Board for Accountants.

All analysis, records, reports, and filings shall be performed in compliance with state, local, and federal law.

9. SAFETY

Provider agrees to take reasonable measures to ensure workplace safety at all times.

In the event that Provider’s employees are injured while working at Client locations, Client is hereby authorized to provide first aid to Provider’s employees, and arrange ambulance transport to a medical facility if necessary.

Provider shall indemnify and hold the Client harmless against any expenses, damages, or other liabilities arising from accidents or medical emergencies associated with Provider carrying out approved accounting services under the terms of this contract.

10. PUBLICITY

Provider shall make no public statements on behalf of the Client at any time without prior written approval by the Client.

11. TERMINATION

This accounting contract may be terminated at any time by either the Provider or Client in the event that either party fails to act or perform in accordance with the full terms of this contract.

In the event that either party wishes to cancel this contract, they may do so by providing 30 days’ written notice via email or certified mail.

The Provider or Client may elect to cancel this contract in the event that either party files bankruptcy, enters into liquidation, or is acquired by another entity.

In the event that this accounting contract is cancelled, Client agrees to make full payment to Provider for any services rendered prior to cancellation.

Accounting Service Costs

NamePriceQtySubtotal
Subtotal$0.00
Discount$0.00
Tax$0.00
Total$0.00

This template’s pricing table can be customized in many ways. You can add additional items, discounts, and optional line items by clicking the table or using the menu to the right.

Acceptance

This contract is hereby approved and accepted by the authorized representatives of [Sender.Company] and [Client.Company] .

PandaDoc’s legally-binding electronic signatures will help you get your proposals and contracts signed faster than ever. Once you’ve customized this template to meet your needs, simply hit “send” to the right. You and your client will receive the contract via email and will be able to sign from any computer, smartphone, or tablet.