Accounting Consulting Agreement Template

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An accounting consulting agreement is a contract that establishes the relationship between an accounting consultant and their client. The agreement is used to set clear work and payment expectations, including whether the consultant will charge an upfront retainer fee for future services.

Accounting Consulting Agreement Template

An accounting consulting agreement is a contract that establishes the relationship between an accounting consultant and their client. The agreement is used to set clear work and payment expectations, including whether the consultant will charge an upfront retainer fee for future services.

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Last updated January 30th, 2025

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An accounting consulting agreement is a contract that establishes the relationship between an accounting consultant and their client. The agreement is used to set clear work and payment expectations, including whether the consultant will charge an upfront retainer fee for future services.

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Accounting Consultant’s Role

An accounting consultant advises individuals and companies on how to create and maintain efficient general accounting practices. They help companies improve their accounting systems, finances, budget, profitability, bookkeeping, regulatory compliances, cash flow, and other related issues.

Consultant Fees

Accounting consultants generally charge an hourly rate for their services. Many accounting consultants charge upfront retainer fees, where the client can pay for work or pay for the ability to have the accountant accessible when needed.

Sample

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ACCOUNTING CONSULTING AGREEMENT

This Agreement is made between [CLIENT NAME] (the “Client”) and [ACCOUNTING CONSULTANT NAME] (the “Consultant”).

1. SERVICES. The Consultant shall provide consulting services related to accounting, including but not limited to bookkeeping, financial analysis, budgeting, tax preparation, financial planning, and [INCLUDE ANY OTHER SERVICES HERE] (the “Services”).

2. RETAINER. The Client shall pay the Consultant a flat retainer fee of $[AMOUNT] as an advance on future Services to be provided (the “Retainer”).

3. FEES AND PAYMENT. The Client shall pay the Consultant an hourly rate of $[RATE] for the Services provided. All payments shall be due within thirty (30) days of the date of invoice.

4. TERM AND TERMINATION. The term of this Agreement shall begin on [MM/DD/YYYY]. Either party may terminate this Agreement at any time by providing thirty (30) days’ written notice.

5. CONFIDENTIALITY. The Consultant agrees to keep confidential all personal and financial information provided by the Client or acquired in the course of providing the Services.

6. LIABILITY. The Consultant shall not be liable for any damages that may arise as a result of the Services provided.

7. ENTIRE AGREEMENT. This Agreement contains the entire understanding between the parties and supersedes all prior agreements and understandings, whether written or oral, between the parties.

IN WITNESS WHEREOF, the parties have executed this Agreement as of the date written below.

Client Signature: _______________ Date: [MM/DD/YYYY]
[CLIENT NAME]

Accounting Consultant Signature: _______________ Date: [MM/DD/YYYY]
[ACCOUNTING CONSULTANT NAME]