New Bookkeeping Intake Form

Fully editable with custom branding. Send, print or embed online.

New Bookkeeping Intake Form

Fully editable with custom branding. Send, print or embed online.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

New Bookkeeping Intake Form

Fully editable with custom branding. Send, print or embed online.

New Bookkeeping Intake Form

Fully editable with custom branding. Send, print or embed online.

Bonsai has helped create 1,023,928 documents and counting.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

The advantages of having a client intake form for new bookkeeping clients go way beyond simply streamlining the onboarding process. A well-designed client intake form gathers all of the necessary information about your new client and their business in one spot so you can forget about digging through file folders to find a client's direct phone number, business structure, or accounting methods.

Implementing a questionnaire to your client intake process allows you to identify their unique accounting requirements, so you may plan how to meet them, such as by meeting tax deadlines, completing periods on schedule, and making sure nothing in their accounting process is overlooked. The first time you interact with a client matters in business, so gathering this information upfront will help leave a positive, long-lasting impression on potential accounting clients.

To help you create your new bookkeeping intake form, we will go over some of the main elements you must cover and some example questions to get you on the right track.

Note: Need a quick and easy way to create your new client intake form? Bonsai's form builder is your best bet! With fully customizable fields, branding and website integration, you can save time without compromising quality. Claim your 14-day free trial today.

Essential Elements to Include in Your Bookkeeping Client Intake Form

When creating your own bookkeeping/accounting client intake form, the purpose is not only to gather contact details. The form should help you further understand their accounting needs, provide a guideline in order to provide tailored assistance, and (without going overboard) showcase your skills and experience to new clients.

Let's go over some of the main aspects you should focus on so you can create a comprehensive yet simple document to kick things off.

Contact Information

To begin your client intake form, gather the client's basic contact details. This includes their full name, email address, phone and fax number, billing address/physical address, and preferred means of communication. Add your own questions if your accounting firm requires more details in order to stay in contact with the client during the contract.

Business Information

Next, ask some straightforward questions regarding the client's business so you can get things started by gathering some fundamental logistic and financial details. Depending on the specific accounting services you provide, the inquiries here will be different, but here are some basic questions that can help you gather enough company information.

- What sort of company do you run and what can you tell us about it?

- Please briefly describe the kind of goods and/or services your company provides.

- Please include your company's headquarters' complete address.

- Which category of legal entity does your company fall under? (Sole proprietorship, LLC, etc..)

- What plans do you have to increase back operations?

- What aspect of your company are you most proud of?

- What does commercial success mean to you?

- Which bank handles the majority of your business transactions?

- Are your tax returns current and do you report sales tax?

Bookkeeping Requirements

In order to provide impeccable bookkeeping services, it's crucial for you to understand the client's current situation and what their accounting requirements will be. Gathering this important accounting information also helps you identify any pain points and shows clients you're serious about working with them and fully understanding their needs.

Here are some questions you can include in this section.

- How many bank accounts do you currently have?

- How many credit cards do you have at the moment?

- Do you employ payroll software? If so, which one?

- Do you use an inventory management system?

- Do you use Stripe, PayPal, Square, or any other merchant service?

- Do you have inventory? If so, how much?

- Do you count inventory as an asset or an expense?

- What is the debt-to-equity ratio in your current situation?

- Are there any regulatory difficulties that you're facing?

- How many invoices do you generate on a monthly basis?

- What type of accounting software do you now employ?

- Do you pay contractors with 1099s?

- How are financial records and receipts organized?


Last but not least, you'll want to learn about their previous experiences with other bookkeepers/accountants and how they expect you to help. These questions can help you discover any misconceptions they may have about your services and collect information that is vital for you to meet their expectations.

Use the following questions to further understand their reasons for seeking your bookkeeping services.

- Please give a brief description of the kind of bookkeeping services you need from us.

- Have you ever used accounting or bookkeeping services before?

- What were some of the advantages and disadvantages your previous bookkeeping/accounting firm had?

- Which one of your company's problems would you like to see resolved the quickest?

- What is the monthly price range you are looking for?

- How do you think our services can add value to your business?

Create the Perfect Client Intake Form With Bonsai

Are you ready to draft your own bookkeeping client intake form? Do it like a pro, with Bonsai's lightweight client form builder. Our software allows you to create professional and branded forms which you can fully customize by adding as many questions as you need and choosing the answer format that best fits your needs. Add your own branding elements to the finished form and share it with your clients via email or URL link to streamline the intake process.

You can also create a client intake form template and have it embedded into your business website if you want to collect more leads and make the process a lot easier for both you and the potential client. If you need more help, Bonsai has many other excellent tools to help with your onboarding process, invoicing, payments, taxes, and much more. Plus you can get your own business bank account to have easy access to your money and keep your finances under control.

Check out these and more benefits Bonsai has to offer with your 14-day free trial. We help you save time and grow your business with end-to-end administrative solutions.

Frequently Asked Questions
Questions about this template.

How do I onboard a new bookkeeping client?

Sign up with Bonsai and create a stunning intake form. Our designer software let's you create professional looking documents (personalized to your business) instantly.

What information does a bookkeeper need?

To manage your records properly, your bookkeeper has to know what kind of business you're operating. They need to know what your organization operates, where your income and liabilities are located, and how many people work for you.

How many hours should a client bookkeeping take?

Generally, a small client would take five hours a month, a medium client would be approximately ten hours a month, and a large client could take twenty of more hours per month.