Bookkeeping Contract Template for Canada

1. Remote Work Provisions: Required when bookkeeping services are provided remotely, detailing communication protocols and virtual access

2. Software and Systems: Needed when specific accounting software or systems are to be used, including access and training requirements

3. Multiple Entity Services: Required when bookkeeping services cover multiple related business entities

4. Tax Preparation Services: Include when the bookkeeper will assist with tax-related duties

5. Third-Party Access: Needed when other professionals (e.g., accountants, auditors) require access to the books

6. Training and Support: Include when the bookkeeper will provide training to client's staff

7. Disaster Recovery: Required when handling backup and recovery of financial data

1. Schedule A - Detailed Service Description: Comprehensive list of specific bookkeeping tasks and their frequency

2. Schedule B - Fee Structure: Detailed breakdown of fees for different services and any additional charges

3. Schedule C - Service Level Agreement: Specific performance metrics and response times

4. Schedule D - Required Documentation: List of documents and information the client must provide

5. Schedule E - Reporting Templates: Standard formats for financial reports and statements

6. Appendix 1 - Software Requirements: Technical specifications and software requirements

7. Appendix 2 - Privacy and Security Protocols: Detailed procedures for handling sensitive financial information