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A bookkeeping client intake form collects the information of a client interested in bookkeeping services. It records the client’s contact, business, and financial information while detailing what they’re looking for out of the bookkeeper. By gathering this information, the service provider can get an idea of their new client’s current practices and customize a plan to their needs.
Bookkeeping vs. Accounting
Bookkeeping is the process of documenting an individual or business’s financial transactions. A bookkeeper is responsible for maintaining records, which can be used by an accountant to create financial statements, tax reports, and perform audits.
Sample
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BOOKKEEPING CLIENT INTAKE FORM
DISCLAIMER: Thank you for your interest in being a client of [BOOKKEEPER’S NAME]. Information collected about new clients is confidential and will be treated accordingly.
| GENERAL INFORMATION |
Name: __________________ Address: ____________________
Phone: ____________________ Email: ____________________
| ENTITY INFORMATION |
Legal Name: ____________________ Address: ____________________
Primary Business Activity/Type: ______________________________
☐ Sole Proprietor ☐ Partnership ☐ S-Corp ☐ Corporation ☐ LLC ☐ Individual
Date of Incorporation: ___________ Tax ID: _______________________
☐ Calendar Year ☐ Fiscal Year -If fiscal, what is year-end? ______________
Gross Yearly Revenue: $________________ Number of Employees: _____
| OFFICER / OWNER INFORMATION |
Name Title Ownership Percentage
________________ __________________ _________%
________________ __________________ _________%
________________ __________________ _________%
| CPA / TAX ACCOUNTANT INFORMATION |
Name: ____________________________ Telephone: ________________
Address: __________________________
| INTAKE ASSESSMENT |
My financial statements are current.
☐ 0 ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
I understand my financial statements.
☐ 0 ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
I use KPIs to measure my business effectiveness in various areas.
☐ 0 ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
My cashflow is good and easily meets business demands.
☐ 0 ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
My accounting procedures are well documented in the Operations manual.
☐ 0 ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
I review liquidity, leverage, efficiency, and profitability ratios regularly.
☐ 0 ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
How is your bookkeeping being done at present?
What financial goals have been established?
What changes would you like to see in your bookkeeping process?
| ACKNOWLEDGMENT |
Signature: _________________________ Date: ___________
Printed Name: _______________________
What’s Next
Once a client completes and submits the intake form, the service provider reviews the information to familiarize themselves with the client’s needs. Bookkeepers will typically schedule an initial consultation to go over their proposal with the client and clarify any details. If the parties agree on the terms, the service provider will usually provide a final agreement for the client to sign.
Related Forms (1)
Accountant / Bookkeeper Engagement Letter – Outlines the scope of an accountant/bookkeeper and a client’s working relationship.
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