Get New Bookkeeping Client Intake Form

Completing the New Bookkeeping Client Intake Form online is a straightforward process that allows you to provide essential information for your bookkeeping needs. This guide will walk you through each section of the form, ensuring you have all the necessary details for a smooth completion.

Follow the steps to complete the form accurately

1. Click the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin with the client information section, filling out your full name, contact information, and business name if applicable. Ensure that you provide accurate and current details to avoid any communication issues.
3. Next, move to the financial details section. Here, you should input your preferred billing method, any specific services you require, and your financial goals. Be as detailed as possible to help your bookkeeper tailor their services to your needs.
4. In the previous experience section, describe any past bookkeeping services you have used and what you liked or disliked about those experiences. This information is valuable for your new bookkeeper.
5. Proceed to the additional comments area where you can include any other information relevant to your bookkeeping requirements. This section is optional but can provide helpful context for your bookkeeper.
6. Review all your entries for accuracy and completion. Once you are satisfied with the information provided, you can save changes and either download the document, print it, or share it directly with your bookkeeper.

Start completing your New Bookkeeping Client Intake Form online today!