Bookkeeping engagements vary a lot. A sole proprietor with 40 transactions a month needs a very different service and price from a growing company with staff, payroll, and a year of unreconciled accounts. This form helps bookkeepers and small accounting firms learn those details before the discovery call, so the first conversation can focus on the right package.
The form opens with the business itself: name, legal structure, industry, years in operation, monthly transactions, revenue range, and team size. It then covers the current setup, including payroll, bookkeeping software, comfort with the existing system, and the tools a client wants connected. Service questions ask what type of bookkeeping they want, which tasks they need help with, how often they want reports, and whether a tax deadline is coming up.
Some questions only appear when they matter. Clients looking for monthly or quarterly bookkeeping are asked whether their books are behind, and anyone who says yes is asked how many months of catch-up work to expect. Contact details and the start date come last, after the client has already described their needs.
