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Agreement terry bradfield 2026
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- Click ‘Get Form’ to open the Monthly Bookkeeping Agreement in the editor.
- Begin by entering your name in the 'Client Name' field. This identifies you as the client for the bookkeeping services.
- Fill in your contact information, including phone number and email address, ensuring accurate communication.
- Provide your address details, including city, Federal ID number, and Sales Tax number if applicable.
- Review the services provided and limitations section carefully. Note that up to 45 transaction entries are included in the basic fee.
- If you require payroll reporting, indicate this by acknowledging the additional monthly fee for payroll services.
- Sign and date the agreement at the bottom of the form to confirm your acceptance of terms and conditions outlined.
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