Document pack
Independent Contractor & Client Engagement Agreement Pack: Bookkeeping, Consulting and Digital Services Templates
The agreements a solo practice reuses, in plain English with marked blanks and notes on what to check with your own lawyer.
$39 one time · 14-day full refund · Word and PDF · download link by email
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Browse the storeWho it is for
Solo bookkeepers, consultants and web or software freelancers who need a clear written agreement with each client.
Not the right fit if
You want contracts already reviewed for your state: these are general forms; have a lawyer in your state review them.
Why it is different
- Every blank is [bracketed], with a note where state law matters.
- Written to be understood, not to hide behind jargon.
- Word files to edit and PDFs to read.
What is inside
- Master Services Agreement. Independent business, fees, ownership, confidentiality, liability limit, ending and disputes.
- Bookkeeping Services Agreement. A scope checklist, what is not included, client duties, access and security, and ending.
- Consulting Agreement. Scope, deliverables, acceptance and fees.
- Digital Services Agreement. Websites, stores and software: milestones, revisions, ownership on payment and hosting.
- SOW, Change Order, NDA, Offboarding letter. The shorter documents that keep a project clean.
- Read This First. How to use the forms and a plain note on contractor status.
A look inside
The first pages, as you will get them
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Independent Contractor & Client Engagement Agreement Pack
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Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. These are general forms, not legal advice, and the author is not a lawyer. Contract law differs by state: have a lawyer in your state review any form before you rely on it. Whether a worker is a contractor or an employee depends on the facts, not on a contract's label. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Client Agreement Pack comes as a zip with nine documents, each as an editable Word file and a printable PDF. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, including on a phone. To edit, open the Word files in Word, Google Docs or LibreOffice on a Mac or PC. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
These are general forms, not legal advice, and the author is not a lawyer. Contract law differs by state: have a lawyer in your state review any form before you rely on it.
Is it the right fit for me?
It is made for solo bookkeepers, consultants and web or software freelancers who need a clear written agreement with each client. Skip it if you want contracts already reviewed for your state: these are general forms; have a lawyer in your state review them.
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Buy it with the others
Bundle
Contractor Business Bundle
This product plus 3 more, in one download.
$89 instead of $126 separately
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Freelancer Launch Bundle
This product plus 3 more, in one download.
$89 instead of $126 separately
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