Free Xero Bookkeeper
Service Agreement
One glitch in your Xero bank feed can bleed your cash flow dry before you even notice the wound. Without a locked-down contract, you're just a target for clients looking to blame you when the IRS starts digging through their trash.
Pro Contractor Tip
Insert a 'Limitation of Liability' clause to ensure you aren't financially ruined by a client's own shitty record-keeping or fraudulent data.
Why use a written agreement?
Handshake deals are risky. As a Xero Bookkeeper, "scope creep" is your biggest enemy. A clear agreement ensures everyone agrees on the deliverables before money changes hands.
🛡️ What this sequence covers:
- ✓Deliverables List
- ✓Payment Terms
- ✓IP Rights
- ✓Revision Limits
- ✓Cancellation Policy
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Start building now →Statement of Work
REF: 2026-0011. Project Background
This Agreement is entered into by and between the Client and the Contractor. The Client wishes to engage the Contractor for professional Xero Bookkeeper services.
2. Scope of Services
The Contractor shall provide the following deliverables:
- Weekly Bank Feed Reconciliation
- Chart of Accounts Optimization
- Monthly Profit and Loss Reporting
- Accounts Payable Aging Audit
- Xero Payroll Processing
- Sales Tax Liability Reconciliation
- Annual 1099 Preparation
3. Performance Standards
The Contractor agrees to perform the Xero Bookkeeper services in a professional manner, using the degree of skill and care that is required by current industry standards.
TERMS & CONDITIONS (Summary):
1. Payment: 50% Deposit required.
2. Copyright: Rights transfer to Client upon full payment.
Disclaimer: This template is for educational purposes only.
Frequently Asked Questions
What happens when a client expects me to fix three years of their previous bookkeeper's garbage for free?
You don't touch a single key until you point to your 'Discovery & Cleanup' fee in the contract; if it ain't in the initial scope, it's a separate, paid project.
How do I stop a client from calling me at 9 PM on a Sunday about a 'missing' receipt?
Define your 'Communication Protocol' in the agreement so they know exactly when you're on the clock and when you're off-grid, or they pay a premium for the intrusion.
What if the client drags their feet providing access to their bank tokens or receipts?
Use a 'Client Responsibilities' clause to state that your deadlines are void if they don't hand over the raw data by a specific date, keeping the heat off your back.