¶¶Òõ¶ÌÊÓÆµ

Bookkeeping Agreement Template for Switzerland

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Bookkeeping Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Bookkeeping Agreement

"I need a Bookkeeping Agreement for my international trading company with subsidiaries in France and Germany, requiring monthly financial reporting in multiple currencies and compliance with both Swiss and EU regulations, with services to commence from March 2025."

Document background
The Bookkeeping Agreement is essential for businesses operating in Switzerland that require professional bookkeeping services. This document is used when engaging external bookkeeping professionals or firms to manage financial records, ensuring compliance with Swiss accounting standards and regulations. The agreement comprehensively addresses service scope, responsibilities, data handling, and professional standards while adhering to Swiss legal requirements, particularly the Swiss Code of Obligations (OR) and Federal Act on Accounting and Financial Reporting. It's designed to protect both parties' interests while ensuring transparent financial management and regulatory compliance. The document is particularly relevant for businesses seeking to outsource their bookkeeping functions or formalize existing bookkeeping arrangements under Swiss jurisdiction.
Suggested Sections

1. Parties: Identification of the bookkeeping service provider and the client, including full legal names, addresses, and registration details

2. Background: Context of the agreement and brief description of the parties' intention to enter into a bookkeeping services arrangement

3. Definitions: Key terms used throughout the agreement defined for clarity and legal certainty

4. Scope of Services: Detailed description of the bookkeeping services to be provided, including regular tasks and reporting obligations

5. Service Provider's Obligations: Specific responsibilities of the bookkeeper, including compliance with Swiss accounting standards and reporting deadlines

6. Client's Obligations: Client's responsibilities including providing necessary documentation, access to information, and timely responses

7. Fees and Payment Terms: Service fees, payment schedule, and terms including any additional charges or expenses

8. Confidentiality: Obligations regarding the protection and non-disclosure of confidential information and business secrets

9. Data Protection: Compliance with Swiss data protection laws and handling of personal/business data

10. Term and Termination: Duration of the agreement and conditions for termination by either party

11. Liability and Indemnification: Extent of liability, professional indemnity, and any limitations under Swiss law

12. General Provisions: Standard clauses including governing law, jurisdiction, entire agreement, and amendments

Optional Sections

1. Professional Insurance: Details of professional liability insurance when required by client or scope of services

2. Audit Support: Additional provisions for supporting external audits when client requires audit services

3. Multi-Entity Services: Specific provisions for clients requiring bookkeeping services for multiple entities or subsidiaries

4. International Reporting: Additional provisions for clients requiring reporting under international standards or multiple jurisdictions

5. Staff Requirements: Specific qualifications or security clearance requirements for bookkeeping staff

6. Software and Systems: Specifications for accounting software usage and system requirements when specific platforms are mandated

Suggested Schedules

1. Schedule A - Service Specifications: Detailed breakdown of bookkeeping services, including frequency and deliverables

2. Schedule B - Fee Structure: Detailed fee calculations, hourly rates, and any volume-based pricing arrangements

3. Schedule C - Service Level Agreement: Specific performance metrics, response times, and service standards

4. Schedule D - Data Processing Terms: Detailed terms for data handling, storage, and processing in compliance with Swiss law

5. Appendix 1 - Contact Details: Key contact persons and escalation procedures for both parties

6. Appendix 2 - Required Documentation: List of documents and information the client must provide regularly

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions



































Clauses






























Relevant Industries

Professional Services

Financial Services

Retail

Manufacturing

Technology

Healthcare

Construction

Hospitality

Non-Profit

Real Estate

Education

Logistics

Agriculture

Energy

Relevant Teams

Finance

Accounting

Legal

Compliance

Operations

Administration

Treasury

Tax

Internal Audit

Procurement

Executive Management

Relevant Roles

Chief Financial Officer

Finance Director

Accounting Manager

Bookkeeper

Financial Controller

Company Secretary

Business Owner

Managing Director

Finance Manager

Compliance Officer

Operations Manager

Administrative Director

Treasury Manager

Accounts Supervisor

Small Business Owner

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Overcontract

A Swiss law framework agreement establishing general terms and conditions for future specific contracts between parties, governed by the Swiss Code of Obligations.

find out more

Current Account Agreement

Swiss law-governed agreement establishing terms and conditions for operating a bank current account, including associated banking services and regulatory compliance requirements.

find out more

Bookkeeping Agreement

Swiss law-governed agreement defining bookkeeping services, obligations, and terms between a service provider and client.

find out more

Loan Account Agreement

Swiss law-governed agreement establishing terms and conditions for a loan account facility between a bank and borrower, including operational and regulatory requirements.

find out more

Bank Deposit Agreement

Swiss law-governed agreement establishing terms and conditions for bank deposit accounts, compliant with Swiss banking regulations and financial laws.

find out more

Bank Account Contract

A Swiss-law governed agreement establishing the terms and conditions for banking services between a financial institution and account holder, incorporating Switzerland's specific banking regulations and privacy requirements.

find out more

Client Account Agreement

Swiss law-governed agreement establishing terms and conditions for banking relationship between financial institution and client, incorporating Swiss banking regulations and compliance requirements.

find out more

Time Deposit Agreement

A Swiss law-governed agreement establishing terms for a fixed-term bank deposit, including amount, duration, interest, and regulatory compliance requirements.

find out more

Account Bank Agreement

Swiss law-governed agreement establishing the terms and conditions for banking services and account operations between a bank and its client.

find out more

Securities Account Control Agreement

A Swiss law-governed tripartite agreement establishing control rights over securities accounts between an account holder, secured party, and securities intermediary.

find out more

Joint Account Agreement

Swiss law-governed agreement establishing terms and conditions for operating a joint bank account between multiple account holders and a Swiss bank.

find out more

Account Opening Agreement

A Swiss-law governed agreement establishing the terms and conditions for opening and maintaining a bank account, compliant with Swiss banking regulations and financial laws.

find out more

Certificate Of Deposit Agreement

A Swiss law-governed agreement establishing terms for a fixed-term deposit between a bank and depositor, including interest rates, term length, and regulatory compliance requirements.

find out more

Account Receivable Purchase Agreement

Swiss law-governed agreement for the purchase and transfer of accounts receivable, establishing terms, pricing, and operational procedures between seller and purchaser.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.