Client intake template
Bookkeeping cleanup estimate template.
Prospects with messy books describe the situation; a score estimates cleanup hours and they receive a scope of work.
What it produces
Scope of work with estimated hours
7 questions, with the document set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.
- 01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
- 02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
- 03Review and sendOneForm drafts the scope of work with estimated hours. You approve it and it's emailed as a branded PDF.
Questions included7
- 1How far behind are the books?
- 2How many bank and credit card accounts?
- 3Transactions per month
- 4Where are the books kept?
- 5Do you run payroll?
- 6Do you carry inventory?
- 7Where should we send your estimate?
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