Accounting Outsourcing Agreement Template

Accounting Outsourcing Agreement Template

Our Accounting Outsourcing Agreement Template provides a comprehensive framework for establishing a formal agreement between a service provider and a client for outsourcing accounting services.

Streamline your financial operations and establish clear terms and conditions with our ready-to-use Accounting Outsourcing Agreement Template, promoting a mutually beneficial relationship between service providers and clients.

[Your Company Name] 

[Your Address] 

[City, State, ZIP] 

[Phone Number] 

[Email Address]


[Client Name] [Client Address] [City, State, ZIP]

Subject: Accounting Outsourcing Agreement

Dear [Client Name],

This Accounting Outsourcing Agreement (the “Agreement”) is made and entered into between [Your Company Name], hereinafter referred to as the “Service Provider,” and [Client Name], hereinafter referred to as the “Client,” collectively referred to as the “Parties.”

1. Services: The Service Provider agrees to provide accounting services as described in Exhibit A, attached hereto (the “Services”). The Services may include, but are not limited to, bookkeeping, financial statements preparation, tax preparation, payroll processing, and related accounting tasks.

2. Term: This Agreement shall commence on [Start Date] and shall continue for an initial term of [Initial Term Length] unless terminated earlier as provided herein. Upon completion of the initial term, this Agreement shall automatically renew for successive renewal terms of [Renewal Term Length] each unless either Party provides written notice of non-renewal at least [Notice Period] days prior to the expiration of the then-current term.

3. Compensation: The Client agrees to pay the Service Provider the fees as set forth in Exhibit B, attached hereto, for the Services provided. Payment terms, including the frequency and method of payment, shall be as outlined in Exhibit B.

4. Confidentiality: Both Parties agree to maintain the confidentiality of any confidential information disclosed during the course of this Agreement. Confidential information includes, but is not limited to, financial records, trade secrets, client lists, and any other information identified as confidential. This obligation shall survive the termination of this Agreement.

5. Intellectual Property: Any intellectual property created or developed by the Service Provider in the course of providing the Services shall remain the property of the Service Provider, unless otherwise agreed upon in writing by both Parties.

6. Termination: Either Party may terminate this Agreement by providing written notice to the other Party in the event of a material breach of this Agreement that remains uncured for a period of [Cure Period] days following written notice of such breach.

7. Governing Law and Jurisdiction: This Agreement shall be governed by and construed in accordance with the laws of [State/Country]. Any disputes arising out of or in connection with this Agreement shall be subject to the exclusive jurisdiction of the courts located in [City, State].

8. Entire Agreement: This Agreement, including any attached exhibits, constitutes the entire understanding between the Parties with respect to the subject matter hereof and supersedes all prior agreements, whether written or oral, relating to the Services.

[Your Company Name] [Client Name] 

By: ___________________________ By: ___________________________ 

Name: _________________________ Name: _________________________ 

Title: ___________________________ Title: ___________________________ 

Date: ___________________________ Date: ___________________________

Exhibit A: Description of Services Exhibit B: Fee Schedule and Payment Terms

Please review this Agreement carefully. If you have any questions or require any modifications, please contact us within [Number of Days] days of receiving this Agreement.

Thank you for considering [Your Company Name] for your accounting outsourcing needs. We look forward to a successful business relationship.


[Your Name] [Your Title] [Your Company Name]