Bookkeeping Client Intake Form Template for United States

A Bookkeeping Client Intake Form is a comprehensive document used in the United States to gather essential information about new clients requiring bookkeeping services. This document complies with U.S. federal and state regulations, including IRS requirements, privacy laws, and professional accounting standards. It captures crucial business details, financial information, and service requirements while establishing the foundation for the bookkeeper-client relationship.

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What is a Bookkeeping Client Intake Form?

The Bookkeeping Client Intake Form serves as the initial documentation when establishing a professional bookkeeping relationship. It is designed to collect comprehensive information about the client's business structure, financial practices, and service needs while ensuring compliance with U.S. regulatory requirements. This document is essential for proper client onboarding, risk assessment, and service scope definition. It helps bookkeepers understand the client's needs while maintaining professional standards and legal compliance.

What sections should be included in a Bookkeeping Client Intake Form?

1. Client Information: Basic business/individual details, contact information, tax ID numbers, and primary points of contact

2. Business Structure: Legal entity type, ownership information, business registration details, and organizational structure

3. Financial Information: Banking details, fiscal year, current accounting system, and financial reporting preferences

4. Service Requirements: Scope of bookkeeping services needed, frequency of reporting, and specific accounting needs

5. Authorization: Consent for information handling, service provision, and third-party access permissions

What sections are optional to include in a Bookkeeping Client Intake Form?

1. Industry-Specific Information: Additional details required for specialized industries including regulatory compliance requirements and industry-specific reporting needs

2. International Operations: Details about foreign business activities, international banking relationships, and multi-currency reporting requirements

3. Additional Services: Tax preparation, payroll, or other supplementary services beyond basic bookkeeping scope

What schedules should be included in a Bookkeeping Client Intake Form?

1. Service Fee Schedule: Detailed breakdown of services and associated fees, including payment terms and conditions

2. Required Documents Checklist: Comprehensive list of documents needed from client for bookkeeping services

3. Privacy Policy: Detailed information handling and confidentiality procedures in compliance with federal and state regulations

4. Authorization Forms: Bank access, tax authority, and other third-party authorization forms required for service provision

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

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Electronic Intake Forms

Legal framework for electronic intake forms compliant with US federal and state regulations, governing digital information collection and processing.

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Download a Standard Bookkeeping Client Intake Form

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What is a Bookkeeping Client Intake Form?

What sections should be included in a Bookkeeping Client Intake Form?

What sections are optional to include in a Bookkeeping Client Intake Form?

What schedules should be included in a Bookkeeping Client Intake Form?

Authors

Alex Denne

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