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New bookkeeping client intake form 2026

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The document is a New Client Intake Form designed to collect essential information from new clients, including personal and business details, goals, issues, and service needs. It aims to facilitate the onboarding process for clients seeking various accounting and consulting services.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your general data. Fill in your name(s), address, city, state, zip code, and contact numbers. Ensure accuracy for effective communication.
Proceed to the Entity Information section. Provide your legal name, DBA (Doing Business As), business address, and primary business activity. Select your entity type from the options provided.
Complete the Officer Information section by listing officers' names, titles, and ownership percentages. This helps us understand your business structure.
In the Operations section, outline your business goals and identify top issues you face. This information is crucial for tailoring our services to meet your needs.
Answer questions about how you found us and any previous advisors you've worked with. Share why you're seeking our services to help us serve you better.
Indicate which services you're interested in and specify how quickly you need assistance. This will guide our response time.
Lastly, provide any additional comments or concerns that may help us understand your expectations better.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What questions should a bookkeeper ask a new client?

Heres what to include in your questionnaire: Is the client currently using bookkeeping software? How many employees do they have? Do they have inventory? What is their sales volume? Are they reporting sales or use tax? How many vendors do they pay each month? How many bank accounts do they have?

How do I onboard a bookkeeping client?

Onboard new bookkeeping clients You need to collect some general information about their company, prepare a proposal based on their needs, get the first payment, and then add them to your main recurrent processes. Since onboarding has predefined steps, it could be automated, too.

How do I onboard a new bookkeeping client?

Here are five key steps to an effective and efficient client onboarding process: Kick-off engagement. Conduct the meeting. Gather important documents and chase for any missing information. Prep the systems. Establish a working relationship.

How much does a CPA charge per hour for bookkeeping?

How Much Does a CPA Cost for a Small Business? Service TypeAverage Cost Range Bookkeeping Accounting $200 $350 per hour Tax Preparation (Basic) $300 $800 flat fee Business Tax Filing $500 $1,200+ flat fee Financial Statement Review $300 $600 per hour2 more rows

How to onboard a new client in QuickBooks Online?

0:21 2:27 You can compare the different QuickBooks online products here you also have the option to skip.MoreYou can compare the different QuickBooks online products here you also have the option to skip. Ahead. After you make a selection you can add QuickBooks Payroll or QuickBooks Time to their. Company.

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How do you onboard a new client?

UK LD: How to Successfully Onboard Clients (Plus Free Checklist) Research new clients needs. Welcome new clients. Send a client onboarding questionnaire to determine desired outcomes. Schedule a kick-off call and set expectations. Determine roles and responsibilities. Gather new client onboarding feedback and follow up.

How to get your first client as a bookkeeper?

How do I get my first bookkeeping client? Create a mailing list and send regular newsletters with helpful tips. Use social media platforms to share valuable content and engage with potential clients. Offer referral incentives to existing clients and partners.

What should be on a client intake form?

So, what information does the client intake form gather? It can range from basic contact details to nuanced preferences and requirements. Client intake forms, especially digital intake forms, can also collect information on their internal processes.

New bookkeeping client intake form 2026

Here's how it works

How to use or fill out new bookkeeping client intake form with our platform

Complete this form in 5 minutes or less

Got questions?

What questions should a bookkeeper ask a new client?

How do I onboard a bookkeeping client?

How do I onboard a new bookkeeping client?

How much does a CPA charge per hour for bookkeeping?

How to onboard a new client in QuickBooks Online?

Complete this form in 5 minutes or less

People also ask

How do you onboard a new client?

How to get your first client as a bookkeeper?

What should be on a client intake form?

accounting firm client intake form

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