Set clear terms before the engagement begins. Cover scope, fees, client obligations, and confidentiality in one document.
This accountant contract template is provided for informational purposes only. It is not legal advice. Tidybill does not guarantee that this template is suitable for any particular situation or enforceable in any particular jurisdiction. Before signing or relying on any contract, consult a qualified solicitor or attorney in your jurisdiction. Laws differ between countries and regions.
An accountant contract is a written agreement that defines the financial services to be provided, the fee structure, confidentiality obligations, and the obligations of both parties. Finance and accounting engagements often involve access to sensitive financial data, making clear written terms particularly important. This template is a starting point only and is not legal advice.
| Service | Typical Rate | Unit |
|---|---|---|
| Annual accounts preparation (sole trader) | 600 | year |
| Corporation tax return (CT600) | 500 | year |
| Self-assessment tax return | 350 | year |
| Management accounts (monthly) | 300 | month |
| R&D tax credit claim | 1500 | claim |
| Companies House confirmation statement | 60 | filing |
Send an accountant contract or engagement letter before beginning any work. Define the scope precisely: which accounts, tax years, or financial statements are covered, and which are excluded. State client responsibilities clearly: what records must be provided, in what format, and by when. Delayed information from clients is a common source of dispute, so include a clause allowing you to extend deadlines if client data arrives late. Include confidentiality obligations appropriate to the sensitivity of financial data. Sign before starting any work. This template is not legal advice: review with a solicitor and, where relevant, your professional body before use.