Agreement terry bradfield 2026

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

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