Bookkeeping client intake form template
This six-step bookkeeping intake form asks the business type, how the client prefers to communicate, how often they need bookkeeping, their software and any details, followed by the contact details. Clone it into your Growform account and set monthly plans.
What the form asks, step by step
The form qualifies a new bookkeeping client on industry, service frequency and software before a discovery call. A text box then collects anything unusual about the business.
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Step 1: “What is your primary business type?”
Retail, manufacturing and service businesses have different transaction volumes to record.
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Step 2: “What is your preferred method of communication?”
Email, phone, text or video tells you how to schedule the first conversation.
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Step 3: “How often do you require bookkeeping services?”
Weekly to annual service defines the size of the monthly engagement.
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Step 4: “Are you currently using any bookkeeping software?”
A client without software may need setup work before regular bookkeeping starts.
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Step 5: More information
Clients mention payroll, sales tax or catch-up work that affects the quote.
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Step 6: “How shall we contact you?”
Name, email and phone come last.
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After submitting
Rewrite the thank-you message to explain what documents to prepare before the first call.
Who it’s for
Bookkeepers, virtual bookkeeping firms and small accounting practices use this template on their pricing or contact page. It works as a bookkeeping client questionnaire for new inquiries, capturing the type of business, the service frequency and the software in place. With those answers you can quote a monthly package and plan the onboarding. Firms offering tax and advisory work can use the accounting service template alongside it.
Why this structure converts
- Frequency is asked as a choice, which maps directly to your monthly or quarterly packages.
- The software question reveals setup or migration work before you quote.
- The client chooses how they want to be contacted, so the first call happens on their terms.
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Name the software
When a client answers yes on the software step, use conditional logic to ask which one, such as QuickBooks, Xero or FreshBooks.
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Ask about transaction volume
Monthly transaction bands give a more accurate price than business type alone.
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Ask about catch-up work
Add a question asking whether the books are up to date, since catch-up work is usually priced separately.
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Frequently asked questions
What should a bookkeeping questionnaire ask a new client?
It should ask the type of business, the service frequency, the software in use and any special requirements such as payroll. This template covers those before collecting contact details.
Can I quote a monthly package from the answers?
Yes. Frequency and business type are enough for a starting price, and Growform can show a calculated estimate on the thank-you screen.
Which tools can receive new client inquiries?
Growform sends submissions to Karbon, Jetpack Workflow, HubSpot, Keap or a Google Sheet.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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