Bookkeeping Client Intake Form Template

A bookkeeping client intake form is a questionnaire used by bookkeepers and bookkeeping firms to understand a new client’s business, current recordkeeping setup, and the scope of work required before services begin. It helps clarify what services are needed, how current the books are, and how complex the ongoing bookkeeping workload may be.

This AidaForm template is structured around the information that matters most for an initial bookkeeping assessment. It collects business and contact details, requested services, current bookkeeping software, transaction volume, and other operational factors such as payroll, invoicing, and inventory. Intuitive multiple-choice, dropdown, and text fields keep the form easy to complete. A progress bar helps clients navigate the form and understand how much is left.

Customize the template in the AidaForm Builder to match your bookkeeping process, services, and brand. Publish the form online, share it with prospective clients by link, or embed it on your website. Submitted responses are stored securely in your AidaForm account, where you can review and download them anytime.