Bookkeeping Client Intake Form

Bookkeeping Client Intake Form Template for Netherlands

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Key Requirements PROMPT example:

"I need a Bookkeeping Client Intake Form for my small retail business in Amsterdam, focusing on basic bookkeeping services and quarterly VAT returns, with emphasis on data protection compliance and clear fee structures."

Document background

The Bookkeeping Client Intake Form is a crucial document used in the Netherlands when establishing a new professional relationship between a bookkeeping service provider and a client. It serves as the primary tool for collecting essential information required by Dutch legislation, including the Wet ter voorkoming van witwassen en financieren van terrorisme (Wwft), General Data Protection Regulation (GDPR), and Dutch accounting standards. The form is designed to gather comprehensive information about the client's business operations, financial administration requirements, and compliance needs while ensuring all necessary authorizations and declarations are properly documented. This intake form helps establish clear service expectations and ensures compliance with Dutch regulatory requirements from the outset of the professional relationship.

Suggested Sections

1. Client Information: Basic details including legal name, trading name, legal entity type, registration numbers (KvK, BTW), and contact information

2. Business Profile: Nature of business, industry sector, business size, financial year details, and current accounting software used

3. Service Requirements: Specific bookkeeping services needed, frequency of reporting, preferred communication methods

4. Financial Information: Bank account details, current accounting method (cash/accrual), revenue scale, number of transactions

5. Compliance Declarations: GDPR consent, Wwft compliance statements, confirmation of identity verification

6. Authorization: Powers of attorney, access permissions for tax authorities, bank accounts

7. Current Administration: Status of current bookkeeping, outstanding items, previous accountant details

8. Signing Authority: Details of persons authorized to sign and make decisions regarding financial matters

Optional Sections

1. International Operations: For businesses with cross-border activities - details of foreign operations, VAT registrations, and international banking

2. Payroll Services: For businesses with employees - employment details, salary administration requirements

3. Subsidiary Information: For businesses with group structures - details of parent/subsidiary relationships and consolidated reporting requirements

4. E-commerce Operations: For online businesses - details of platforms used, payment processors, and digital revenue streams

5. Project Administration: For project-based businesses - project accounting requirements and cost center tracking needs

Suggested Schedules

1. Fee Schedule: Detailed breakdown of service fees and payment terms

2. Document Checklist: List of required documents for client onboarding (ID proof, registration certificates, previous financial statements)

3. Service Level Agreement: Detailed scope of services, response times, and delivery commitments

4. Data Processing Agreement: GDPR-compliant agreement for handling personal and financial data

5. Authorization Forms: Standard forms for bank access, tax authority representation, and other third-party authorizations

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Retail

Wholesale

Manufacturing

Professional Services

Construction

Hospitality

E-commerce

Technology

Healthcare

Real Estate

Agriculture

Transportation

Education

Non-profit Organizations

Financial Services

Relevant Teams

Finance

Accounting

Administration

Compliance

Client Services

Risk Management

Operations

Tax

Legal

Customer Relations

Relevant Roles

Bookkeeper

Accountant

Financial Controller

Finance Manager

Compliance Officer

Tax Advisor

Business Owner

Managing Director

Financial Administrator

Account Manager

Risk Manager

Operations Manager

Administrative Assistant

CFO

Business Administrator

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