NDA or Liability Agreement

I have just started my bookkeeping business and I'm wondering if there is a legal form or contract out there that addresses the following issues:- I (the bookkeeper) am not liable for money spent that was authorized for payment by the client. ie. I prepared all A/P, got approval to release payment, then made payments via EFT online.- Upon giving me (the bookkeeper) access to bank accounts and financial information, I will not use this to steal from the client.I know I didn't word that very well. But does what I'm asking for make sense? Basically, I want the client to feel safe when handing over information and giving me access to accounts. And I want to feel safe that I will not be liable for bills that were paid and later disputed by the client.

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3 Replies

Chrisusc

Contributor

01/21/08 8:36am PST

If you have experience creating this sort of document, then you might search on the internet for some examples to work with. However, if you are new to designing contracts, then you may want to consult with an attorney (one who could also refer clients to you).

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Daniellwolf

Contributor

01/21/08 11:26am PST

Please remember, that even with this document(which may be good between you and the client) you probably will not be absolved or protected against penalties from the IRS. You probably would still be considered a "responsible person" for purposes of the 100% trust fund penalty for payroll taxes and sales taxes.

I do not recommend having access to nor signatory authority over any clients' money.

I suggest you contact an attorney.

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Chrisusc

Contributor

01/22/08 8:58am PST