Wisconsin bookkeeper employment contract template

Wisconsin Bookkeeper Employment Contract

This Wisconsin Bookkeeper Employment Contract (the "Agreement") is made and entered into as of [Date], by and between [Employer Legal Name], located at [Employer Address], [Employer Phone Number], [Employer Email] ("Employer"), and [Employee Legal Name], residing at [Employee Address], [Employee Phone Number], [Employee Email] ("Employee").

1. Position and Duties

• The Employer hereby employs the Employee as a Bookkeeper.
• The Employee's duties include, but are not limited to:
  • Daily accounts payable/receivable processing.
  • Expense tracking.
  • Payroll preparation and reporting, including Wisconsin state income tax, unemployment insurance, and wage garnishments.
  • Bank and account reconciliations.
  • Preparing financial statements.
  • Maintaining accurate and up-to-date ledgers.
  • Supporting state and federal tax filings.
  • Handling Wisconsin sales/use tax documentation.
  • Maintaining compliance with Wisconsin Department of Revenue record retention requirements.
  • Managing petty cash.
  • Interfacing with external accountants and auditors.
  • Data entry and management using [Accounting Software].
  • Maintaining data security and confidentiality.

2. Work Location and Remote Work

• Option A: The Employee's primary work location is [Employer Address].
• Option B: The Employee's work location may be remote, subject to Employer's approval and the execution of a separate Remote Work Agreement.
• Option C: The employee's work location is a hybrid combination of [Employer Address] and remote work, subject to employer approval, with the schedule to be agreed upon by both parties.
• If remote work is permitted, the Employer will provide the necessary technology/equipment.
• All remote handling of sensitive financial data must comply with Wisconsin's Identity Theft Protection Act.

3. Employment Status and Work Hours

• The Employee's employment status is full-time.
• The Employee's standard work hours are [Number] hours per week, from [Start Time] to [End Time], [Days of the Week].
• Overtime eligibility:
  • Option A: Employee is not eligible for overtime pay.
  • Option B: Employee is eligible for overtime pay at a rate of 1.5 times their regular hourly rate for hours worked over 40 in a workweek, in compliance with Wisconsin wage and hour laws.
• The Employee may be required to work additional hours during peak periods, such as tax season.
• Compliance with Wisconsin wage and hour laws regarding meal periods, rest breaks, and payroll frequency (at least monthly) is required.

4. Compensation

• Option A: The Employee's salary is [Amount] per [Pay Period].
• Option B: The Employee's hourly rate is [Amount] per hour.
• Overtime, if applicable, will be calculated according to Wisconsin statutes.
• Payment will be made [Method of Payment, e.g., direct deposit, check] on [Day of the Month or Week].
• Automatic payroll deductions will include required state and local taxes.
• Bonus or profit-sharing:
  • Option A: The Employee is eligible for a bonus based on performance, as determined by the Employer. The specifics of the bonus structure are outlined in [Document Name].
  • Option B: The Employee is not eligible for a bonus or profit-sharing.
• Expense reimbursement for authorized job-related travel or continuing education will be provided according to the Employer's policy.

5. Benefits

• Health insurance:
  • Option A: The Employer provides health insurance coverage to the Employee under the Employer's group health plan.
  • Option B: The Employer does not provide health insurance coverage.
• Dental and vision insurance:
  • Option A: The Employer provides dental and vision insurance coverage to the Employee.
  • Option B: The Employer does not provide dental and vision insurance coverage.
• Paid time off (PTO): The Employee is entitled to [Number] days of PTO per year.
• Sick leave: The Employee is entitled to [Number] days of sick leave per year.
• Holiday pay: The Employee is entitled to [Number] paid holidays per year, as designated by the Employer.
• Continuing education/training:
  • Option A: The Employer will provide [Amount] per year for continuing education/training in bookkeeping.
  • Option B: Continuing education/training is voluntary.
• Retirement plan:
  • Option A: The Employer provides a 401(k) plan with employer matching contributions. The details of the plan are outlined in [Document Name].
  • Option B: The Employer does not provide a retirement plan.

6. Confidentiality

• The Employee agrees to maintain the confidentiality of all company financial data, employee payroll, internal controls, customer/vendor information, and banking details.
• The Employee must report any suspected fraud or financial irregularities.

7. Intellectual Property

• All reports, documents, processes, and records created during employment are the property of the Employer.
• The Employee agrees to comply with all Wisconsin recordkeeping standards.

8. Conflict of Interest and Outside Employment

• The Employee must disclose any potential conflicts of interest.
• The Employee is prohibited from self-dealing or maintaining independent books for related parties.
• The Employee may not accept gifts from vendors/clients without the Employer's written consent.

9. Compliance with Ethical and Professional Standards

• The Employee must comply with all applicable professional and ethical standards for bookkeepers.
• The Employee must comply with any Wisconsin-specific licensing, bonding, or insurance requirements.

10. Behavioral and Equipment Standards

• The Employee is prohibited from unauthorized access, copying, or transmission of sensitive financial information.
• The Employee must report any potential data breaches in compliance with Wisconsin Statute 134.98.

11. Reporting Lines and Compliance Audits

• The Employee will report to [Supervisor Name and Title].
• The Employee must attend regular financial reviews.
• The Employee must cooperate with periodic compliance audits.

12. 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.
• Termination procedures:
  • Voluntary termination requires [Number] weeks' written notice.
  • The Employer may terminate the Employee's employment immediately for cause, including but not limited to misappropriation of funds or falsification of records.
• Final wage payment will be made within the time period required by Wisconsin law.
• Unused PTO will be paid out according to the Employer's policy and Wisconsin law.
• The Employee must return all company property and data upon termination.

13. Non-Solicitation and Non-Disclosure

• Employee agrees not to solicit the employer's customers or employees for a period of [Number] months after termination.
• Employee agrees to maintain the confidentiality of confidential information belonging to the employer.

14. Equal Employment Opportunity and Anti-Discrimination

• The Employer is an equal opportunity employer and complies with the Wisconsin Fair Employment Act.
• The Employer prohibits discrimination based on race, color, religion, sex, national origin, age, disability, arrest/conviction record, marital status, sexual orientation, and use/nonuse of lawful products off-premises during nonworking hours.

15. Dispute Resolution

• Any disputes arising out of or relating to this Agreement will be resolved through negotiation, mediation, or arbitration before litigation.
• This Agreement is governed by the laws of the State of Wisconsin.
• Venue for any legal action will be in [County Name] County, Wisconsin.

16. Compliance with Wisconsin Law

• The Employee must comply with all applicable Wisconsin occupational safety, workers’ compensation, unemployment insurance, payroll, wage notice, and financial reporting requirements.
• The Employee must comply with any specific controls or continuing education required for bookkeepers in regulated sectors.

17. Electronic Consent

• By signing below, both parties acknowledge that this Agreement may be signed electronically and that such signatures are valid and binding, as permitted under the Wisconsin Uniform Electronic Transactions Act.

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

[Employer Legal Name]

By: [Employer Representative Name]

Title: [Employer Representative Title]

Date: [Date]

[Employee Legal Name]

Signature: ____________________________

Date: [Date]