North Carolina bookkeeper employment contract template

North Carolina Bookkeeper Employment Agreement

This Full-Time Bookkeeper Employment Agreement (the “Agreement”) is made and effective as of [Date] by and between [Employer Name], located at [Employer Address] (“Employer”) and [Employee Name], residing at [Employee Address] (“Employee”).

1. Position

Option A: The Employer hereby employs Employee as a Bookkeeper. This position is classified under O*NET code [O*NET Code] and may be known by similar titles in North Carolina's occupational landscape.

Option B: Other title: [Alternative Job Title]

2. Job Duties

The Employee's duties shall include, but not be limited to:

• Maintaining records of financial transactions.
• Managing the general ledger.
• Preparing and reconciling accounts.
• Processing accounts payable and receivable.
• Payroll entry and reporting, compliant with North Carolina wage and hour law.
• Generating financial statements (balance sheet, profit and loss, cash flow).
• Bank account reconciliation.
• Managing invoices.
• Ensuring sales tax and other North Carolina-specific tax compliance filings.
• Supporting external audits.
• Records retention.
• HIPAA/GLBA/PCI-DSS compliance (if applicable).

3. Skills and Software

The Employee is expected to utilize and maintain proficiency in:

• Bookkeeping software: [e.g., QuickBooks, Xero, Sage]
• Spreadsheet tools: [e.g., Microsoft Excel, Google Sheets]
• Employer’s ERP or accounting platform: [Name of ERP/Accounting platform]

4. Reporting and Communication

Option A: The Employee will report to [Supervisor Name], [Supervisor Title].

Option B: The Employee will report to the [Department] Manager.

5. Work Location

Option A: The Employee’s primary work location is [Work Address] in [City, North Carolina].

Option B: This is a remote position, and the Employee will work from [Remote Location].

Option C: This is a hybrid position, with work split between [Work Address] and [Remote Location].

6. Full-Time Employment

The Employee's position is a full-time position, customarily [Number] hours per week.

Regular work hours are [Start Time] to [End Time], [Days of the week].

Rest/break periods and meal break policies will be provided in accordance with federal FLSA guidelines.

7. Compensation

Option A: The Employee will be paid an hourly rate of [Dollar Amount] per hour, compliant with North Carolina minimum wage laws.

Option B: The Employee will be paid an annual salary of [Dollar Amount], payable [Frequency - e.g., bi-weekly].

Overtime will be paid at a rate of 1.5 times the regular rate of pay for hours worked over 40 in a workweek, as required by the FLSA.

Paychecks will be issued [Payment Schedule - e.g., weekly, bi-weekly].

Deductions will be made in accordance with applicable law.

8. Additional Compensation

Option A: The Employee is eligible for a retention/performance bonus of [Dollar Amount or Percentage], based on [Bonus Criteria].

Option B: The Employee is eligible for expense reimbursement for business-related costs, including travel and mileage at the current IRS rate, supplies, and professional fees. All expenses must be pre-approved.

9. Benefits

The Employee is eligible for the following benefits:

• Employer-paid health, vision, and dental insurance.
• 401(k) or other retirement plan compliant with North Carolina regulations.
• Worker’s compensation insurance pursuant to North Carolina Industrial Commission requirements.
• Paid vacation: [Number] days per year.
• Paid sick leave: [Number] days per year.
• Holiday pay based on North Carolina public holidays.

10. Background Checks

Employment is contingent upon successful completion of a background check and [Credit Check - if applicable]. The Employee authorizes the Employer to conduct such checks in accordance with North Carolina law.

The Employer participates in E-Verify as required by North Carolina law for certain employers.

11. Confidentiality

The Employee agrees to hold confidential all proprietary business data, client information, financial records, and access credentials, during and after employment. This obligation extends to trade secrets as defined in North Carolina General Statute 66-152 et seq.

12. Employer Property

The Employee agrees to safeguard all Employer property, including physical and digital assets, and to adhere to all password/PIN handling policies.

13. Intellectual Property

All work papers, ledgers, custom reporting templates, and digital assets created during employment are the sole property of the Employer.

14. At-Will Employment

The Employee's employment is at-will, meaning either party may terminate the employment relationship at any time, with or without cause or notice, subject to applicable laws.

15. Termination

Upon termination, the Employee must return all records, passwords, and devices to the Employer. Final pay will be issued in accordance with North Carolina law.

16. Non-Compete/Non-Solicitation

Option A: The Employee agrees not to compete with the Employer within [Geographic Area] for a period of [Duration] following termination of employment. This restriction applies only to competitive bookkeeping or financial services. This is intended to be a reasonable restriction permissible by North Carolina courts.

Option B: The Employee agrees not to solicit clients or employees of the Employer for a period of [Duration] following termination of employment.

The Employee agrees not to disparage the Employer.

17. Anti-Discrimination

The Employer is an equal opportunity employer and complies with all applicable federal and North Carolina anti-discrimination statutes, including Title VII, ADA, ADEA, and G.S. 143-422.2 (NC Equal Employment Practices Act).

18. Employee Handbook and Code of Conduct

The Employee agrees to comply with the Employer's employee handbook and code of conduct, including policies on workplace conduct, conflict of interest, and ethics.

19. Fraud and Whistleblower Protection

The Employee is required to report any suspected fraud or embezzlement, and is protected by state and federal whistleblower laws.

20. Training and Continuing Education

The Employee will participate in periodic reviews and certifications of competence in bookkeeping, as well as update training for legislative or regulatory changes relevant to North Carolina business practices or tax filings.

21. Monitoring

The Employer reserves the right to monitor work product, emails, and digital communications where permitted by North Carolina law.

22. Grievance and Dispute Resolution

Any grievance or dispute will be resolved through the following chain of escalation: supervisor, HR, mediation (voluntary and in-state), and arbitration/litigation exclusively under North Carolina law and venue.

23. Compliance

The Employer complies with North Carolina workers’ compensation, unemployment insurance, occupational safety (OSHA and state-level required training), and mandatory poster/notice obligations.

24. Acknowledgments

The Employee acknowledges the Employer's conflict of interest policies.

The Employee certifies eligibility to work in the U.S.

25. Remote Work (If Applicable)

The Employee agrees to comply with cybersecurity measures, VPN requirements, and data encryption protocols. The Employer reserves the right to conduct periodic background re-screenings as a condition of handling sensitive records remotely.

IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first written above.

____________________________
[Employer Name]
[Employer Title]
Date: [Date]

____________________________
[Employee Name]
Date: [Date]