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1. Parties: Identification of the service provider (bookkeeper) and the client, including full legal names and registered addresses
2. Background: Context of the agreement and brief description of the parties' intentions
3. Definitions: Definitions of key terms used throughout the agreement
4. Scope of Services: Detailed description of the bookkeeping services to be provided, including specific tasks and deliverables
5. Term and Timing: Duration of the agreement and schedule of service delivery
6. Fees and Payment Terms: Service fees, payment schedule, and billing procedures
7. Obligations of the Service Provider: Bookkeeper's responsibilities, including professional standards and compliance requirements
8. Client Responsibilities: Client's obligations, including providing necessary information and access
9. Confidentiality and Data Protection: GDPR compliance and confidentiality obligations for handling financial information
10. Record Keeping and Documentation: Standards for maintaining financial records and documentation
11. Liability and Indemnification: Limitation of liability and indemnification provisions
12. Termination: Conditions and procedures for terminating the agreement
13. Governing Law and Jurisdiction: Specification of Irish law as governing law and jurisdiction for disputes
1. Professional Insurance: Details of professional indemnity insurance, recommended for high-value clients
2. Non-Solicitation: Prevents either party from soliciting employees, recommended for larger firms
3. Force Majeure: Provisions for unforeseen circumstances preventing performance
4. Assignment: Rights to assign the agreement to other parties, important for larger organizations
5. Dispute Resolution: Specific procedures for resolving disputes, such as mediation, recommended for complex engagements
6. Service Level Agreement: Specific performance metrics and standards, useful for comprehensive service arrangements
1. Schedule 1 - Scope of Services: Detailed breakdown of specific bookkeeping services and deliverables
2. Schedule 2 - Fee Schedule: Detailed pricing structure and payment terms
3. Schedule 3 - Service Levels: Specific performance metrics and response times
4. Appendix A - Required Documentation: List of documents and information the client must provide
5. Appendix B - Data Processing Agreement: GDPR-compliant data processing terms and conditions
6. Appendix C - Software and Systems: Details of accounting software and systems to be used
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Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your data is private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
