Bookkeeping Client Intake Form

Bookkeeping Client Intake Form

Please complete this form to help us set up your bookkeeping services efficiently.
Client Personal Information

Please provide your personal contact details.
Full Legal Name*

First NameLast Name
Title or role at your business*
Personal Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Email Address*
example@example.com
Phone Number (with area code)*
Please enter a valid phone number.
Business Information

Tell us about your business.
Legal Business Name*
DBA / Trade Name (if different from legal name)
Business Address (mailing)*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Business Phone Number*
Please enter a valid phone number.
Business type*
Federal Employer Identification Number (EIN/TIN)
Date Business Started*

MonthDayYear
Date
State(s) registered to operate*
Total number of employees/contractors*
Estimated Annual Gross Revenue*
Reporting year type

Fiscal yearCalendar year
Fiscal year-end date (if applicable)

MonthDayYear
Date
Ownership Information

Please provide details about business ownership. If multiple owners, please add each owner.
Ownership details
Banking and Financial Accounts

List all relevant business accounts. Add more rows as needed.
Bank or Financial Accounts
Accounting System Information

Please provide details about your accounting and payroll systems.
Current bookkeeping software*
If 'Other', please specify bookkeeping software
3 Months Bank Statements*

Cancelof
Prior-year financial statements (Optional)

Cancelof
Payroll provider (if applicable)
Payroll frequency
Business setup documents and financial records

Upload any relevant business documents.
Business licenses & incorporation documents

Cancelof
Corporate tax returns (last 2 years)

Cancelof
Most recent financial statements (P&L, balance sheet, trial balance, AP/AR)

Cancelof
Financial Health Self-Assessment

Help us understand your current financial practices.
Are your financial statements current?

YesNo
Do you review financial statements monthly?

YesNo
Do you prepare budgets? If yes, how often?
Do you use KPIs to track performance?

YesNo
Are your books fully reconciled as of today?*

YesNo
Biggest bookkeeping pain points right now
Any past issues or specific needs we should know about?
Services Requested

Select all services you are interested in.
Which bookkeeping services are you interested in?*

BookkeepingPayrollAccounts PayableAccounts ReceivableTax PreparationAdvisory ServicesCatch-Up / Clean-Up WorkSales Tax FilingsOther (enter additional services)
Collaboration Preferences

Tell us how you'd like to work together.
Preferred communication channel*
Reporting frequency*
Preferred billing method*
Client signature (please sign below)*

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Date of completion*

MonthDayYear
Date
Should be Empty:

Bookkeeping Client Intake Form

Client Personal Information

Business Information

Ownership Information

Banking and Financial Accounts

Accounting System Information

Business setup documents and financial records

Financial Health Self-Assessment

Services Requested

Collaboration Preferences