About this template
Streamline your new client onboarding process with this comprehensive Bookkeeping Client Intake Google Form. Designed specifically for independent bookkeepers, accounting firms, and financial consultants, this questionnaire captures essential company background, banking setups, existing accounting software, and specific service requirements before the initial consultation.
Collecting this data upfront allows you to evaluate whether a prospect is a good fit for your practice, assess the scope of their financial operations, and tailor your onboarding strategy. Instead of chasing down missing details across endless email threads, use Doc2Form to instantly deploy this structured intake form and keep all prospect data organized in one place.
Key features
- Capture complete business background and tax structure in one submission.
- Identify current accounting and payroll software preferences instantly.
- Evaluate transaction volume and banking relationships prior to quoting.
- Easily customize questions to match your firm's specific service offerings.
Use cases
- Onboarding new small business bookkeeping clients.
- Gathering financial history ahead of annual tax preparation.
- Assessing scope and pricing for prospective advisory clients.
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Where can we reach you regarding your inquiry?
- Phone Number (Short answer)Enter your primary contact number.
- Preferred Contact Method (Multiple choice)How would you prefer we follow up with you?
- Company Name (Short answer)Enter the legal name of your business.
- Company Website (Short answer)Provide your business website URL, if applicable.
- Company Description (Paragraph)Briefly describe what your business does and your primary revenue streams.
- Company Type (Dropdown)Select your business entity structure.
- Accounting Software (Dropdown)What software do you currently use for your books?
- Payroll Software / Provider (Short answer)List the provider you use for payroll processing, if applicable.
- Monthly Transaction Volume (Multiple choice)Estimate your average total monthly transactions (bank feeds, invoices, expenses).
- Requested Services (Checkboxes)Select all bookkeeping services you are looking for.
- Additional Information (Paragraph)Share any specific pain points, goals, or questions you have for our team.
FAQ
How does this bookkeeping intake form help my practice?
It standardizes how you collect financial and operational data from new clients, saving time during initial consultations and helping you scope projects accurately.
Can I customize the questions in this Google Form template?
Yes! Once you generate the form, you have full control in Google Forms to add, remove, or edit any questions to fit your firm's workflow.
What kind of information does this template collect?
It gathers client contact information, company structure, existing banking software, payroll providers, monthly transaction volumes, and requested bookkeeping services.
Is this template free to use?
Yes, this template is completely free to convert and deploy as a Google Form using Doc2Form.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.