Accounting and Financial Consultancy Agreement: FREE To Download, Edit & Use [DOCX PDF]

Accounting and Financial Consultancy Agreements are used for establishing the parameters of professional relationships between clients and accounting or financial consultants.

These detailed contracts outline the terms and conditions of the services provided, including payment terms, confidentiality clauses, service expectations, and more.

On this page, you’ll find a downloadable Accounting and Financial Consultancy Agreement Word document. This template is fully customizable—you can download it, edit to your needs, and adapt it to perfectly suit your specific situation.


This Accounting and Financial Consultancy Agreement (the “Agreement”) is entered into on this day of month year, by and between (Name of the Client), a (type of entity and jurisdiction) (the “Client”), and (Name of the Consultancy Firm), a (type of entity and jurisdiction) (the “Consultant”) (collectively referred to as the “Parties”).


The Consultant agrees to provide the Client with accounting and financial consultancy services (the “Services”) as described in Exhibit A attached to this Agreement. The Consultant shall provide the Services in a professional manner, in accordance with the generally accepted industry standards and practices, and to the best of their knowledge, skills, and abilities.


In consideration of the Services provided by the Consultant, the Client agrees to pay the Consultant a fee as outlined in Exhibit B attached to this Agreement. The Client shall make payments to the Consultant as per the payment schedule stated in Exhibit B. Any additional expenses incurred by the Consultant in the provision of the Services shall be reimbursed by the Client upon presentation of valid receipts.


The Consultant agrees to keep all the information related to the Client’s business, including, but not limited to, financial data, strategic plans, customer lists, and employee data (the “Confidential Information”), strictly confidential. The Consultant shall not disclose any Confidential Information to any third party without the prior written consent of the Client.


This Agreement shall commence on the date first written above and shall continue until date unless earlier terminated by either Party upon written notice. Upon termination, the Consultant shall return all Confidential Information and any other property of the Client in their possession.


Each Party agrees to indemnify and hold harmless the other Party against any and all claims, losses, damages, liabilities, penalties, punitive damages, expenses, reasonable legal fees and costs of any kind or amount, which result from the negligence of or breach of this Agreement by the indemnifying Party, its officers, directors, employees, agents, contractors, or subcontractors.


In the event of any dispute arising out of or relating to this Agreement, the Parties agree to negotiate in good faith to resolve the dispute. If the dispute cannot be resolved through negotiations, it shall be resolved by arbitration in accordance with the rules of (Name of the Arbitration Association).


This Agreement shall be governed by and construed in accordance with the laws of (Jurisdiction). Each Party agrees to submit to the exclusive jurisdiction of the courts in (Jurisdiction) in relation to any dispute arising out of this Agreement.


This Agreement constitutes the entire agreement between the Parties and supersedes all prior understandings, representations, or agreements, whether oral or written, between the Parties relating to the subject matter of this Agreement.


IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first above written. (Name of the Client) __________________________ Signature __________________________ Name and Title __________________________ Date (Name of the Consultancy Firm) __________________________ Signature __________________________ Name and Title __________________________ Date

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Other Useful Contracts

If you’ve found the Accounting and Financial Consultancy Agreement useful, there are a few other templates on Clauseclip that could be relevant for your business needs.

For those seeking to protect sensitive business information during consultancy arrangements, the Non-Disclosure Agreement (NDA) is an essential document. It can be tailored to your requirements to ensure both parties understand the importance of confidentiality. The NDA serves as a binding contract, setting out the terms under which confidential information is shared.

If you’re a business seeking digital service providers, another pertinent template would be the IT Support Services Agreement. This would be especially useful if you’re looking to outsource IT tasks or hire freelance IT consultants for your organization. It outlines the scope of work, responsibilities, payment terms and other critical elements of this type of partnership.

For businesses needing to manage and analyze large amounts of data, hiring a professional data analyst is often necessary. The Data Analyst Contract outlines their responsibilities, performance standards, deliverables, and payment terms – similar to the Financial Consultancy Agreement but specialized for the data analysis field.

If your organization collaborates frequently with others, the Partnership Agreement for Collaborations may be another useful template. It provides guidelines for defining partner roles, revenue sharing arrangements and conflict resolution strategies, providing a foundation for successful collaborations.
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