Accounting services client intake form template
This six-step accounting client intake form asks the business type, the number of employees, current accounting software and how often reports are needed, followed by the contact details. Clone it into your Growform account and add your service packages.
What the form asks, step by step
An accountant scopes a new client by entity, size, systems and reporting rhythm, and those are the first four questions. A free-text step then leaves room for anything unusual.
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Step 1: “What is your business type?”
Sole proprietorships, partnerships, LLCs and nonprofits file differently and need different expertise.
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Step 2: “How many employees do you have?”
Headcount bands show whether payroll will be part of the engagement.
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Step 3: “Do you currently use accounting software?”
A yes means clean books to connect to, while a no means setup work.
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Step 4: “How often do you need accounting reports?”
Weekly, monthly, quarterly or annual reporting sets the size of the monthly fee.
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Step 5: More information
An open box collects deadlines, back taxes or anything else the client wants to mention.
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Step 6: “How shall we contact you?”
Name, email and phone come last.
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After submitting
The default thank-you screen can be rewritten to tell the business owner when an accountant will review their answers.
Who it’s for
Accounting firms, bookkeepers and fractional CFOs use this template on their “work with us” page. Four answers tell you the entity type, the size of the team, the state of the books and the reporting cadence the owner expects, which is most of what you need to quote a monthly fee. It serves as a short accounting questionnaire before the engagement letter, while the document checklist can follow once the client signs. Firms that only keep books can compare it with the bookkeeping template.
Why this structure converts
- Every question is about the business rather than its finances, so owners answer without opening a spreadsheet.
- The software question separates quick onboarding jobs from cleanup projects before anyone quotes.
- Reporting frequency comes last among the choices, when the owner has already pictured the service they want.
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Make it yours
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Add a revenue band
Annual revenue is the other number most firms price on. Add a banded question after headcount so each inquiry arrives ready for a fee estimate.
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Name the software
Replace the yes or no with the packages you support, such as QuickBooks, Xero or FreshBooks, so you know which specialist should respond.
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Ask about tax work
Add a multi-select step for bookkeeping, payroll, tax filing and advisory so the client says which services they want quoted.
Send every lead where your team works
Frequently asked questions
What should an accounting client intake form ask?
At first contact it should ask the entity type, the number of employees, the software in use and the reporting frequency. Bank statements, prior returns and access to the books belong to onboarding, after the engagement is agreed.
Can this replace my engagement questionnaire?
No. It qualifies the inquiry and scopes the fee. Use a longer accounting questionnaire once the client has accepted your proposal.
Where do new client inquiries go?
They are emailed to you, and Growform can also send them to Karbon, HubSpot, Keap or a Google Sheet so the whole team sees them.
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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