Free Template · Accounting & Finance
Outsourced Accounting Contract Checklist
A checklist to pressure-test an outsourced-accounting or bookkeeping agreement — scope and SLAs, data security, and commercial/legal terms.
What's inside
- Scope & SLAs
- Data, security & compliance
- Commercial & legal terms
- Quality standards & remedies
Format: PDF · 1 page · Free to use and adapt.
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Inside the template: Scope & Service
Use this to pressure-test an outsourced-accounting or bookkeeping agreement. It is a checklist, not a contract.
Scope & Service
- Services and deliverables defined (close, AP/AR, payroll, reporting)
- Turnaround times / SLAs
- Named point of contact and escalation path
- Software and access arrangements
The full PDF continues with: Data, Security & Compliance · Commercial & Legal.
How to use it
Three steps
- Download the PDF (email-gated, free) and open it alongside the process or agreement you already have.
- Read the sections in order (it opens with "Scope & Service"); adapt the wording to your systems and jurisdiction, and mark anything your counsel or compliance officer must confirm.
- Share the adapted version with whoever will use it and revisit it after the first month — most teams trim it once the habit sticks.
Need the person, not just the template?
Outsourced bookkeeping & accounting →What a Zedtreeo accounting engagement includes — and what stays with you.
Outsourced Accounting Contract Checklist — FAQs
A checklist to pressure-test an outsourced-accounting or bookkeeping agreement — scope and SLAs, data security, and commercial/legal terms. It is organised into 3 sections — Scope & Service; Data, Security & Compliance; Commercial & Legal — and covers Scope & SLAs, Data, security & compliance, Commercial & legal terms, Quality standards & remedies. Format: PDF, one page, free to use and adapt.
Business owners, controllers and bookkeepers running or outsourcing bookkeeping, month-end close and reporting — from solo operators to multi-entity finance teams.
Yes. It is free — we ask for a work email so we can send the download link. It ships as a PDF you can print or copy into your own document; adapt it freely for internal use. It is provided for planning and is not legal, financial, tax or compliance advice.
It is system-agnostic — QuickBooks Online, Xero, NetSuite, Sage or spreadsheets. Zedtreeo's remote bookkeepers and accountants work inside whichever ledger you already run.
Need the People, Not Just the Template?
Zedtreeo places pre-vetted remote staff from $1,056/month with a free 5-day trial — replacement at no cost, no contracts.