Bookkeeping Client Intake Form Template

The bookkeeping client intake form is a crucial tool for accountants and bookkeepers to gather essential information from new clients. This template is designed to streamline the intake process, ensuring that all necessary details are collected efficiently. The form typically includes sections for client information, business details, financial data, and specific bookkeeping needs. Below is a comprehensive guide on how to use and customize this template to fit various client scenarios.

Client Information

This section captures basic personal details about the client. Include fields such as:

• Full Name: Enter the client's full name.
• Business Name: If applicable, enter the name of the business.
• Address: Include street address, city, state, and ZIP code.
• Phone Number: Provide a contact number.
• Email Address: Enter a valid email address.

Business Details

This section gathers information about the client's business operations. Include fields such as:

• Type of Business: Specify whether the business is a sole proprietorship, partnership, corporation, etc.
• Industry: Identify the industry in which the business operates.
• Date Established: Provide the date the business was established.
• Number of Employees: Enter the total number of employees.

Financial Data

Collecting financial data is essential for understanding the client's bookkeeping needs. Include fields such as:

• Bank Accounts: List all bank accounts used for business transactions.
• Accounting Software: Specify the accounting software currently in use, if any.
• Previous Bookkeeper: Provide details of any previous bookkeeper or accountant.
• Financial Statements: Attach or provide access to recent financial statements.

Bookkeeping Needs

This section focuses on the specific bookkeeping services required. Include fields such as:

• Type of Services Needed: Specify whether the client requires full-service bookkeeping, payroll services, tax preparation, etc.
• Frequency of Reports: Indicate how often the client needs financial reports (e.g., monthly, quarterly).
• Specific Concerns: Note any specific concerns or preferences the client has regarding their bookkeeping.

Customization Tips

• Flexibility: Customize the template to include any additional fields that may be relevant to your practice or the client's industry.
• Clarity: Ensure that the form is easy to understand and fill out, avoiding jargon or complex language.
• Digital Integration: Consider using digital tools to allow clients to submit the form online, making the process more efficient.

Example Form

Below is an example of how the form might look:

Client Information

• Full Name: [John Doe]
• Business Name: [Doe Enterprises]
• Address: [123 Business St, Business City, BC, 12345]
• Phone Number: [123-456-7890]
• Email Address: [[email protected]]

Business Details

• Type of Business: [Corporation]
• Industry: [Retail]
• Date Established: [01/01/2000]
• Number of Employees: [25]

Financial Data

• Bank Accounts: [Bank A, Account Number 123456789; Bank B, Account Number 987654321]
• Accounting Software: [QuickBooks]
• Previous Bookkeeper: [Jane Smith]
• Financial Statements: [Attached]

Bookkeeping Needs

• Type of Services Needed: [Full-service bookkeeping]
• Frequency of Reports: [Monthly]
• Specific Concerns: [Needs assistance with tax planning]

Conclusion

Using this bookkeeping client intake form template will help streamline the onboarding process and ensure that all necessary information is gathered efficiently. Customizing the form to fit specific client needs and integrating it with digital tools can further enhance the process, making it more convenient for both the client and the bookkeeper.