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 · example and blank copies · download link by email
Who it is for
Solo bookkeepers, consultants and web or software freelancers who need a clear written agreement with each client.
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.
Get it
Independent Contractor & Client Engagement Agreement Pack
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
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.
Buy it with the others
Bundle
Contractor Business Bundle
This product plus 3 more, in one download.
$89 instead of $126 separately
Bundle
Freelancer Launch Bundle
This product plus 3 more, in one download.
$89 instead of $126 separately
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