Bookkeeping Client Intake Form Template
Simplify Your New Client Onboarding Process
Starting a new client relationship can feel overwhelming, especially when gathering essential information. This bookkeeping client intake form template is designed for accountants and bookkeepers looking to streamline the onboarding process. With this template, you can easily collect vital client details, enhance communication from day one, ensure a smoother workflow, and comply with industry standards. Best of all, it's ready for you to customize and implement in minutes-try the live template now and simplify your client intake.
When to use this form
Use this intake when you onboard a new client, scope a cleanup, or migrate someone into your workflow. It fits solo bookkeepers, small firms, and accountants who need clear answers before quoting. Typical cases: a startup moving off spreadsheets, a retailer with multiple payment processors, or a nonprofit catching up after staff turnover. You will capture entity details, accounts, access, payroll, sales tax, and reporting needs. If tax prep is in scope, pair it with the Tax information form. For contractor-heavy businesses, add the Independent contractor information form. Firms offering broader services can start with the Accounting client intake form and use this for the bookkeeping specifics. The result is faster onboarding, clearer pricing, and fewer surprises.
Must Ask Bookkeeping Client Intake Questions
- What is your business entity type, fiscal year, and state of registration?
These details drive filing calendars, sales tax rules, and how we map your chart of accounts. Getting them upfront prevents misclassification and late notices.
- Which accounting and commerce systems do you use, and what level of access can you grant?
Access to your ledger, banks, and payment tools lets us connect feeds and set up workflows without delays. Clear roles (admin, accountant, viewer) keep your data secure.
- Which bank, credit card, loan, and payment processor accounts need reconciliation, and from what start date?
The account list and start date size the cleanup and make the quote accurate. They also reveal sources for statements and year-end forms.
- Do you run payroll or pay contractors, and how are taxes handled?
Payroll cadence and systems affect journal entries, liabilities, and filings. Contractor volume changes 1099 needs and monthly workflows.
- Who should receive your financial reports, and do you authorize us to share them?
Named recipients and permissions prevent delays during tax time or loan requests. If you also need to share return data, collect consent upfront with the Consent to disclose tax return form.
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