Bookkeeping Client Intake Form

Bookkeeping Client Intake Form Template for Philippines

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5

4.8 / 5

Let's create your Bookkeeping Client Intake Form

1. Select your governing law and document type:

2. Enter your key requirements:

3. Create your document to edit, review or download

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

"I need a Bookkeeping Client Intake Form for my accounting firm in Manila that handles both local and international clients, with specific sections for foreign currency transactions and multiple business locations."

Document background

The Bookkeeping Client Intake Form is a crucial document used in the Philippines for initiating professional bookkeeping services relationships. It is designed to comply with Philippine regulations, including the Philippine Accountancy Act of 2004, the Data Privacy Act of 2012, and relevant BIR requirements. This form serves as the foundation for establishing bookkeeping services, collecting vital information about the client's business operations, financial structure, and service needs. It helps bookkeeping service providers assess client requirements, ensure regulatory compliance, and establish clear service parameters. The document is particularly important in the Philippine context where proper financial record-keeping is mandatory for tax compliance and business registration purposes.

Suggested Sections

1. Client Information: Basic details including legal name, business/trading name, contact information, and business address

2. Business Details: Legal structure, registration numbers, tax identification numbers, industry classification, and fiscal year details

3. Current Accounting System: Information about existing bookkeeping methods, software used, and current financial management practices

4. Service Requirements: Specific bookkeeping services needed, frequency of reporting, and desired deliverables

5. Financial Information: Banking details, current financial status, volume of monthly transactions, and existing financial obligations

6. Tax Information: Tax registration details, filing frequencies, and tax compliance history

7. Authorization: Client consent for data collection and processing, in compliance with the Data Privacy Act

8. Declaration: Client's confirmation of information accuracy and agreement to terms

Optional Sections

1. Additional Business Locations: For businesses with multiple locations or branches

2. International Operations: For businesses with foreign transactions or overseas operations

3. Subsidiary Information: For corporations with subsidiary companies or affiliated entities

4. Special Industry Requirements: For industries with specific regulatory or reporting requirements

5. Previous Accountant Information: Details of previous accounting service provider if applicable

6. Payroll Services: For clients requiring payroll processing services

7. Inventory Management: For businesses requiring inventory tracking and valuation services

Suggested Schedules

1. Schedule A - Service Package Details: Detailed breakdown of available service packages and their inclusions

2. Schedule B - Required Documents Checklist: List of required supporting documents for client onboarding

3. Schedule C - Fee Structure: Pricing information and payment terms for different service levels

4. Appendix 1 - Data Privacy Statement: Detailed privacy policy and data handling procedures

5. Appendix 2 - Terms and Conditions: Standard terms and conditions for bookkeeping services

6. Appendix 3 - Document Retention Policy: Policy on retention and disposal of financial records

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

Professional Services

Retail

Manufacturing

Construction

Real Estate

Healthcare

Technology

Food and Beverage

Agriculture

Education

Transportation and Logistics

Hospitality

Non-Profit Organizations

Financial Services

Small and Medium Enterprises

Relevant Teams

Finance

Accounting

Administration

Compliance

Operations

Tax

Client Services

Business Development

Risk Management

Legal

Relevant Roles

Accountant

Bookkeeper

Financial Manager

Business Owner

Chief Financial Officer

Accounts Manager

Finance Director

Tax Manager

Compliance Officer

Administrative Manager

Financial Controller

Business Development Manager

Operations Manager

Small Business Consultant

Accounting Supervisor

Find the exact document you need

Pt Intake Form

A Philippine-compliant physical therapy intake form for collecting patient information, medical history, and treatment consent under local healthcare regulations.

��������Ƶ

How a Sales & Marketing Lead uses ��������Ƶ to reduce contract drafting time by 95%

Let's create your Bookkeeping Client Intake Form

Authors

Alex Denne

Find the exact document you need

Pt Intake Form

Hypnosis Intake Form

Veterinary Patient Intake Form

Seller Intake Form (Real Estate)

Massage Client Consultation Form

Mediation Intake Form

Health Coach Intake Form

Basic Intake Form

Computer Repair Intake Form

Yoga Intake Form

Naturopathic Intake Form

Event Intake Form

Chiropractic Patient Intake Form

Legal Intake Form

Event Planning Client Intake Form

Nutrition Intake Form

Project Intake Form

Massage Form

General Intake Form

Therapy Intake Form

Real Estate Lead Intake Form

Real Estate Client Intake Form

Program Intake Form

Phone Intake Form

Marketing Client Intake Form

Intake Referral Form

Initial Intake Form

Client Intake Assessment Form

Nonprofit Intake Form

Financial Coaching Intake Form

Virtual Assistant Intake Form

Massage Client Intake Form

Home Care Intake Form

Case Intake Form

Referral Intake Form

Biopsychosocial Intake Form

Wellness Intake Form

Real Estate Buyer Intake Form

Marriage Counseling Intake Form

Financial Intake Form

Consulting Intake Form

Case Management Intake Form

Order Intake Form

Bookkeeping Client Intake Form

Salon Client Intake Form

Creative Intake Form

Esthetician Client Intake Form

Client Intake Form

Lead Intake Form

Employment Intake Form

Vendor Intake Form

Intake Assessment Form

Clinical Intake Form

Procurement Intake Form

Patient Intake Form

Download our whitepaper on the future of AI in Legal

�ұ�Ծ���’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security

Innovation in privacy:

Want to know more?

Use Cases

��Ƶ

How a Sales & Marketing Lead uses ��Ƶ to reduce contract drafting time by 95%

�ұ�Ծ��’s Security Promise