Accounting Client Intake Form

Gather the financial details, business structure, and legal documentation an accounting firm needs before onboarding a new client.

Use this template

When did you start your company?

Business location

List the products and/or services you offer

What type of business do you operate?

Depreciation schedule: describe your equipment and its depreciation schedule

List any commercial leases

List any cash payments made to suppliers or officers

Describe how the owner is compensated

Contractors: list your major contractors

Liability insurance (workers' comp, property & casualty, general liability)

Other types of insurance (life, disability, voluntary benefits)

Describe your current retirement strategy

Do you have any legal directives in place (will, durable power of attorney, living will, healthcare proxy)?

Do you have a will or a trust?

Do you own any real estate property?

Bank accounts: list your accounts

Notes

	Column 1	Column 2	Column 3
Row 1
Row 2

	Column 1	Column 2	Column 3
Row 1
Row 2

	Column 1	Column 2	Column 3
Row 1
Row 2

	Column 1	Column 2	Column 3
Row 1
Row 2

Related templates