Template client intake form for an accounting or bookkeeping firm

Here is a template client intake form for an accounting or bookkeeping firm:

Contact Information:

• Name: ____________________________

• Address: ____________________________

• Phone: ____________________________

• Email: ____________________________

Business Information:

• Business name: ____________________________

• Business type (e.g. sole proprietorship, partnership, corporation): ____________________________

• Business industry: ____________________________

• Number of employees: ____________________________

• Annual revenue: ____________________________

Accounting and Tax Services:

• Please check all services that you are interested in receiving:

• Bookkeeping

• Financial statement preparation

• Tax preparation

• Tax planning

• Other (please specify): ____________________________

Financial Goals:

• Please describe your financial goals for your business: ____________________________

Additional Information:

• Please provide any additional information that you think might be relevant for us to know: ____________________________

Signature:

• I have read and understand the engagement letter and agree to the terms outlined therein:

• Signature: ____________________________

• Date: ____________________________