Main contract
Engagement letter
Scope of services, fee structure, billing frequency, client responsibilities, confidentiality, and liability limitation. The standard of care document for any professional engagement.
Recurring engagement, fixed monthly fee, confidentiality, liability limitations — built for financial and professional service providers. Free.
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What makes professional services contracts different
Bookkeepers, accountants, and financial advisors work with the most sensitive business information that exists. Their contracts need to address confidentiality rigorously, define the scope of services with precision, and include liability limitations that reflect what an advisory engagement actually guarantees.
Scope of services definition (what you do and what you don't). Client data responsibility. Confidentiality of financial records. Liability cap tied to fees paid. Advice-is-not-a-guarantee disclaimer. Renewal and termination for recurring engagements.
Monthly bookkeeping retainer, annual tax preparation, ongoing CFO advisory, one-time financial review, payroll services, and audit support engagements.
BizDraft asks about your service type, billing structure (monthly retainer, hourly, per-return), data access scope, whether clients are providing source documents, and your liability position.
The professional services stack
Generate once. Adjust per service type and client. Start every engagement with the right paper trail.
Main contract
Scope of services, fee structure, billing frequency, client responsibilities, confidentiality, and liability limitation. The standard of care document for any professional engagement.
Recurring services
Fixed monthly fee for ongoing bookkeeping, payroll, or advisory. Auto-renewal, 30-day termination notice, and scope-change process built in.
Confidentiality
Mutual confidentiality for financial records, client lists, and sensitive business information. Covers sub-contractors and staff with access.
Advisory
Fractional CFO or ongoing financial advisory. Scope of advice, decision-making authority limits, confidentiality, and advice-is-advisory disclaimer.
One-time
Tax preparation, one-time review, or audit support. Fixed scope, flat fee, delivery timeline, and client data submission requirements.
Common deal types
Bookkeeping
Recurring monthly service: categorization, reconciliation, financial reports. Fixed monthly fee, defined software access, and auto-renewal with 30-day notice.
Tax prep
One-time annual engagement. Flat fee, document submission deadline, extension policy, and liability for client-provided inaccurate information.
Advisory
Ongoing strategic financial guidance. Monthly retainer, scope of advisory (what decisions you inform vs. make), and clear advice-is-advisory disclaimer.
Payroll
Monthly payroll processing. Client-provided data responsibility, filing deadlines, penalty liability allocation, and software access terms.
Review
One-time engagement for a financial review or audit support. Fixed scope, flat fee, document access requirements, and deliverable specification.
The professional services risk map
Client assumes you're doing something you're not. Fix: precise scope-of-services definition specifying exactly what's included — and a statement of what's expressly excluded.
Client provides inaccurate records; you file based on what they gave you. Fix: client data responsibility clause — your liability is limited to work performed on data provided by the client.
Financial data shared with the wrong person or stored insecurely. Fix: explicit confidentiality clause with data handling standards and sub-contractor coverage.
Client makes a major financial decision relying solely on your advice and it goes wrong. Fix: advice-is-advisory disclaimer and liability cap tied to fees paid for the engagement.
Client stops paying the monthly retainer but continues accessing services. Fix: clear payment terms with suspension right — service pauses if payment is overdue by defined number of days.
Your flow with BizDraft
Bookkeeping, tax prep, advisory, payroll — BizDraft shapes the engagement letter around your specific service.
Fee structure, service scope, data access, liability position, renewal and termination terms. Plain English.
Adjust scope exclusions, liability caps, or confidentiality terms inline before downloading.
Word or PDF. E-sign before accessing any client financial data. Done in five minutes.
Free. Built for how financial and professional services work actually runs.
Draft your agreement