(client).

Business:

This agreement is by and between Shoebox Bookkeeping & Accounting &

In consideration of the covenants herein, contained Shoebox Accounting & Bookkeeping and Client hereby agree to the
following: (Please initial the items that apply to your contract)

1) The purpose of this agreement is to appoint Shoebox as the bookkeeper for the Client. The contract services
rendered will include any items checked below (excluding any legal proceedings or services).
______ Initial Here
2) PAYMENT POLICIES: The client has the option of choosing three (3) different pricing plans. Monthly payments
are due on the 5th of every month otherwise your account should be paid in full at time of service. Payment
can be made by credit card via, pay-pal, debit card, business & personal checks, money order or cash. Payments
not honored by the bank will incur a return check fee of $50.00. Delinquent accounts will be charged an
additional $10.00 after the 15th on all late accounts & subject to suspension after 90 days.
______ Initial Here

CONTRACT FEES:

 Monthly services $400.00 or $4800.00 yearly

 6 Month Contract $375.00 per month or $4500.00 yearly
 1 yr contract $300.00 per month or $3900.00 yearly
*These fees reflect pricing for (1) business; if your business has more than one office or you run
several different businesses under your social security number or EIN your contract will incur the
additional following fees:
 1 additional business $50.00 per week or $200.00 per month
 2 offices - $6100.00 per contract year per office
 4-5 offices - $9500.00 per contract year per office
 Please inquire for rates if you are a NON-PROFIT ORGANIZATION

303 Fairview Lane Suite 218 Clarksville, TN 37040

Telephone: 931.274.0928 Fax: 1.888.853.7214
Email: info@shoebab.com www.shoebab.com
 One year contracts includes: General Bookkeeping, Tax Preparation (federal only), Custom Reports,
Budgets, Audit Defense Protection (provides you with a Certified IRS Attorney if your business is
selected for a Government Audit) & Quarterly Tune – Ups.
Please note additional services below will incur an additional fee.
If you have opted for a monthly or 6 month contract, your fee will include the following services:

Profit & Loss Statements Balance Balance Sheet

Actual Month & Year to date with % Cash Flow Statement

Actual vs. Budgeted Money Tune Up & Review

General Ledger Payroll (request pricing index)

Cash Receipts Journal Sales Journal

Bank Reconciliations for Accounts Cash Disbursements Journal

Form 941 Preparation (quarterly) Form 940 Preparation (Annually)

Federal Tax Deposit Coupon Preparation State Unemployment Tax Return

Sales Tax Return Preparation (as needed) Preparation of Forms W-2, 1099, 1096

Schedule C (Sole Proprietor) how many offices____ Form 1120 (C-Corporation)

Form 1120S (S-corporation) Preparation of 1065 (Partnership)

Loan Packaging (Financial Statements) Business Planning & Consultation

Tax Planning & Consultation Annual Franchise Tax Report

State Tax Returns ($100.00 per state) Audits $500.00/ Non Profit $1500.00

Annual Review - $250.00 (includes travel for TN, KY & GA only)

For additional services and fees, please see attached fee schedule *please note pricing is subject to change without
notice- but will not change the price of your contract unless your needs change

303 Fairview Lane Suite 218 Clarksville, TN 37040

Telephone: 931.274.0928 Fax: 1.888.853.7214
Email: info@shoebab.com www.shoebab.com
 1. BACK WORK FEE – this service allows Shoebox Accounting & Bookkeeping Consultants to bring your account
current if you are behind. You will be charged a flat rate of $350.00 for each year that is behind or $35.00 per
hour for bookkeeping less than 12 months.
2. Your monthly rate will not be increased by Shoebox Accounting & bookkeeping for a period of 1 year unless,
the client’s business activity increases. New businesses are subject to an initial 60 day review for account
sustainability.
3. CLIENT AGREES:
a. To furnish Shoebox Accounting & Bookkeeping with true and complete information necessary to perform
the duties and responsibilities above.
b. To pay fees at the time materials and services are completed, unless otherwise agreed to herein in writing.
c. To hold Shoebox Accounting & Bookkeeping harmless such that Shoebox Accounting & Bookkeeping will
not be liable or responsible for any claims or damages from whomsoever arising out of or attributable to
the operations or performance of services for or in behalf of the client by Shoebox Accounting &
Bookkeeping. In any event, any liability of Shoebox Accounting & Bookkeeping for any matters shall be
limited to the amount of its monthly fee to the CLIENT ONLY.
d. Shoebox Accounting & Bookkeeping requires access to the following accounts or statements:
 PayPal
 Merchant Card Accounts
 Checking / Saving Account
 Any income holding account that would accurately reflect your net worth or allow us to
track your income as well as expenses etc.
e. You can provide access to us via passwords or generate PDF versions of these documents and email /fax
them to our us. If you have any questions, please feel free to contact our office.
f. We ARE NOT responsible for information that is not reported to our office, please insure that your
documents arrive in our office on a monthly basis, in order to have them input into our accounting system
in a timely fashion.
g. Shoebox Accounting & Bookkeeping IS NOT responsible for any late fees, penalties, or assessments
generated by the IRS, State or any government, business entities for the clients failure to turn in
documents on time. We cannot process what we don’t have!
4. Shoebox Account ing & Bookkeeping guarantees your satisfaction. If you are not satisfied that Shoebox
Accounting & Bookkeeping has provided you with accurate financial statements in a timely fashion, simply
write a letter within (7) days of the date they were provided to you and we will correct them, we will also
credit your account $20.00 (good for 1 credit per yrly contract only).

303 Fairview Lane Suite 218 Clarksville, TN 37040

Telephone: 931.274.0928 Fax: 1.888.853.7214
Email: info@shoebab.com www.shoebab.com
 Business & Contractor
Agreement

3)
a. Month-to-Month: $400.00 per month/ $4800.00 yrly ______
b. 6 months: $375.00 per month/ $4500.00 yrly ______
c. 1 year: $300.00per month/ $3900.00 yrly ______

4) ACCURACY OF FINANCIAL INFORMATION: It is understood that the accuracy of

financial information supplied to Shoebox Bookkeeping & Accounting is the sole
responsibility of the Client. Shoebox is not responsible for the production of inaccurate
financial statements, billings, or any other financial reports if the financial data submitted by
the Client is inaccurate. Shoebox Accounting is not responsible for information that is
received late from the client (i.e. bank statements, reports, receipts etc). In addition, the Client
agrees to be responsible for all costs, expenses, penalties, assessments and attorney’s fees

303 Fairview Lane Suite 218 Clarksville, TN 37040

Telephone: 931.274.0928 Fax: 1.888.853.7214
Email: info@shoebab.com www.shoebab.com
 incurred in an independent financial review or for correcting financial data of the Client.
_____ Initial Here

5) INDEMNIFICATION: The Client shall indemnify, defend and save Shoebox Bookkeeping
& Accounting harmless from any suits, costs, damages or proceedings, including but not
limited to Shoebox services, pertaining to all litigation in which the Client is a party. The
client shall pay all expenses incurred by Shoebox including, but not limited to, all attorney’s
fees, costs and expenses incurred if Shoebox is a part of the party in any litigation in which
the Client is a party. Additionally, the Client shall further indemnify and hold harmless
Shoebox and its employees, agents, officers, and directors from liability for all claims, costs,
suits and damages. This includes attorney’s fees arising directly or indirectly out of or in
connection with the operation of the Client and from liability for injuries suffered by any
person relating to the Client. This agreement to indemnify Shoebox is not limited to any acts
or omissions, statements or representations made by Shoebox in the performance and/or non-
performance of Shoebox’s duties hereunder and relating to all contractual liabilities, which
may be alleged or imposed against Shoebox Bookkeeping & Accounting.
____ Initial Here

6) INDEMNIFICATION AND REIMBURSEMENT SURVIVES TERMINATION: All

covenants, representations and warranties of the parties contained herein shall survive the
termination of this agreement including, but not limited to all requirements. All provisions of
this agreement that require the Client to have insurance or to defend, reimburse or indemnify
Shoebox Bookkeeping & Accounting shall survive any termination of this agreement. If
Shoebox is or becomes involved in any proceeding or litigation due to having been the
Client’s bookkeeper, such provision shall apply as if this agreement were still in effect.
______ Initial Here

7) ENTIRE AGREEMENT: It is specifically agreed by both parties that this written agreement
supersedes all other previous agreements, written, oral or otherwise. To amend and/or modify
this agreement, all parties involved must provide written consent with their signatures.
_____ Initial Here

303 Fairview Lane Suite 218 Clarksville, TN 37040

Telephone: 931.274.0928 Fax: 1.888.853.7214
Email: info@shoebab.com www.shoebab.com
 8) EFFECTIVE DATE OF AGREEEMENT: Even though the date all parties sign this
agreement may be different, the parties hereto agree that this contract shall be effective as of
____ Initial Here
22 September 2011

9) APPLICABLE LAW AND PARTIAL INVALIDITY: The laws of the State of Tennessee
govern and control the execution, interpretation and performance of this agreement. If any
part of this agreement is invalid or unenforceable, the remainder of this agreement shall
continue in full force and effect. _____ Initial Here

10) REFERRALS: If the Client refers another client that results in at least ONE completed sale,
the Client will receive a $20.00 discount off their account fees. _____Initial Here

11) MEETING GUIDELINES: In the interest of fairness, both parties agree to treat each other’s
time with respect, bearing in mind the following points. Both parties agree to arrive on time
for each scheduled appointment, ready to work. Meetings will last (1) hr unless pre arranged.
There will be a $35.00 charge per hour after the initial hr if the meeting goes over. In the
event of a cancellation either party should be notified, twenty-four (24) hours before the
scheduled appointment, if foreseeable. Quarterly appointments cannot be made during tax
season (Dec-April). _____Initial Here

Addendum

Date Signed:
Company Name:
Name of Client:

303 Fairview Lane Suite 218 Clarksville, TN 37040

Telephone: 931.274.0928 Fax: 1.888.853.7214
Email: info@shoebab.com www.shoebab.com
 Signature:
Misc Information:

Date Signed:
Company Name: Shoebox Accounting & Bookkeeping
Name & Signature of Account
Consultant:
Jo Ann Garland

303 Fairview Lane Suite 218 Clarksville, TN 37040

Telephone: 931.274.0928 Fax: 1.888.853.7214
Email: info@shoebab.com www.shoebab.com