Accounting Client Onboarding Form template
Purpose of an accounting client onboarding form
An accounting client onboarding form serves several crucial purposes in establishing a successful professional relationship between an accounting firm and its new clients:
- Gather Essential Information: It collects vital details about the client’s business, including financial history, tax status, and accounting practices.
- Assess Client Needs: The form helps identify specific services the client requires, allowing the accounting firm to tailor its offerings accordingly.
- Establish Expectations: It sets clear expectations for both parties regarding services, timelines, and communication preferences.
- Ensure Compliance: By gathering information about the client’s legal and tax status, the form helps ensure compliance with relevant regulations from the outset.
- Risk Assessment: It allows the accounting firm to evaluate potential risks associated with taking on the client, such as complex financial situations or past compliance issues.
- Streamline Workflow: The form standardizes the information collection process, making it more efficient and reducing the likelihood of overlooking important details.
- Create a Client Profile: It helps in building a comprehensive profile of the client, which can be referenced throughout the engagement.
- Facilitate Communication: By gathering contact information and preferences, it establishes clear channels for future communication.
An accounting client onboarding form is a vital tool for starting the client relationship on the right foot, ensuring that both the accounting firm and the client have the necessary information to proceed with their professional engagement effectively.
Example accounting client onboarding form
Here’s an example of an accounting client onboarding form with various question types:
1. Basic Information
- Company Name: (Short answer)
- Primary Contact Name: (Short answer)
- Email Address: (Short answer)
- Phone Number: (Short answer)
2. Business Details
- Type of Business: (Multiple choice)
- Sole Proprietorship
- Partnership
- LLC
- Corporation
- Other (please specify)
- Industry: (Short answer)
- Number of Employees: (Short answer)
3. Financial Information
- Current Accounting Software: (Multiple choice)
- QuickBooks
- Xero
- FreshBooks
- None
- Other (please specify)
- Fiscal Year End: (Short answer)
- Do you require monthly bookkeeping services? (Yes/No)
- Do you need assistance with payroll processing? (Yes/No)
4. Tax Information
- Are you currently registered for GST/HST? (Yes/No)
- Do you file tax returns in multiple jurisdictions? (Yes/No)
- Have you ever been audited by the tax authorities? (Yes/No) If yes, please provide details: (Long answer)
5. Accounting Needs
- What specific accounting services are you looking for? (Long answer)
- Describe any particular financial challenges your business is facing: (Long answer)
6. Additional Information
- How did you hear about our accounting firm? (Multiple choice)
- Referral
- Online Search
- Social Media
- Advertisement
- Other (please specify)
- Is there any additional information you’d like to share? (Long answer)
7. Required Documents
Please provide the following documents:
- Previous year’s financial statements
- Previous year’s tax returns
- Articles of incorporation (if applicable)
- Business license
- Bank statements for the last 3 months
Thank you for completing this onboarding form. We will review the information provided and contact you to discuss the next steps in our engagement process.
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