Bookkeeping Services Agreement & Banking Setup

Streamline Your Bookkeeping Business with Professional Service Agreements

Running a bookkeeping practice means juggling multiple clients, service tiers, and payment schedules. This Bookkeeping Services Agreement & Banking Setup template gives you a professional, automated way to onboard new clients, set up recurring retainers, and handle project-based billing—all in one place.

Built for Modern Bookkeeping Practices

Whether you're a solo bookkeeper, a growing accounting firm, or a fractional CFO service, this template handles the full spectrum of bookkeeping engagements: monthly retainer packages, seasonal tax preparation, catch-up projects for new clients, and ongoing software subscription management. Instead of chasing down service agreements, banking details, and payment authorizations across multiple emails and PDFs, you get everything captured in a single, branded form experience.

The form intelligently adapts based on which services your client selects. Choose monthly bookkeeping? You'll see retainer options and transaction volume tiers. Adding tax preparation? The form surfaces filing type questions and pricing. Need catch-up work? A dedicated section collects the scope and timeline details you need to quote accurately.

Why Paperform is Perfect for Bookkeeping Professionals

Bookkeepers and accounting professionals need tools that work as efficiently as they do. Paperform's doc-style editor means you can update service descriptions, adjust pricing tiers, or add new package options whenever your business evolves—no developer required.

Payment processing is built right in. Connect your Stripe, PayPal, or Square account and start collecting deposits, setup fees, and first-month retainers immediately. For ongoing monthly services, clients can authorize recurring billing directly in the form, reducing the administrative burden of chasing invoices every 30 days.

The conditional logic ensures clients only see fields relevant to their selected services. Someone signing up for monthly bookkeeping doesn't need to wade through questions about catch-up projects they're not purchasing. This streamlined experience increases completion rates and makes your business look polished and professional.

Automate Client Onboarding with Stepper

Once a client submits this form, the real magic happens with Stepper—Paperform's AI-native workflow builder. Automatically create a client folder in your project management system, generate a welcome email with next steps, add the client to your bookkeeping software with the correct service tier, schedule a kickoff call, and notify your team. Stepper keeps all your client tools in sync without manual data entry or context-switching.

For bookkeepers managing multiple engagement types, Stepper workflows can route different service requests to different team members, create task lists based on service selections, and trigger follow-up sequences based on whether a client includes tax preparation or software setup.

Secure, Professional, and Compliant

Handling client financial information requires trust. Paperform is SOC 2 Type II compliant with enterprise-grade security, ensuring client data is protected throughout the onboarding process. Role-based permissions mean you can give team members access to client responses without exposing sensitive banking or payment details.

For bookkeeping firms managing multiple practitioners or client portfolios, Agency+ features let you duplicate this template across different team members or service brands while maintaining centralized billing and reporting.

Who This Template Serves

This template is ideal for:

• Bookkeeping and accounting firms offering tiered monthly retainer packages
• Fractional CFO services that combine bookkeeping with strategic financial planning
• Tax preparation professionals who provide year-round bookkeeping support
• Virtual bookkeepers managing remote client relationships and digital workflows
• Accounting software consultants offering setup, training, and ongoing support
• Small business accountants who need clear service agreements and payment terms upfront

Start Converting Inquiries into Paying Clients

Move prospects from "I'm interested" to "I'm a client" faster. This template captures all the information you need to deliver excellent service—business structure, transaction volume, existing software, pain points—while simultaneously handling the commercial relationship through clear pricing, service selection, and payment collection.

Because the form lives on Paperform, you can embed it on your website, share it via email, or send it directly from your CRM. Every submission syncs with your existing tools via Stepper, Zapier, or native integrations with platforms like HubSpot, Google Sheets, and Slack.

Stop spending hours on service agreements, payment setup, and client information gathering. Use Paperform to deliver a professional client experience from the very first interaction, automate what happens next with Stepper, and focus your expertise on delivering excellent bookkeeping services.

Get started with this template today and transform your client onboarding into a streamlined, professional process that positions you as the trusted financial partner your clients need.