Bookkeeping Service Inquiry Form

Streamline Your Bookkeeping Service Inquiries

Finding the right bookkeeper is crucial for any small business, but gathering all the necessary information upfront can be challenging. This Bookkeeping Service Inquiry Form is designed specifically for accounting firms, bookkeepers, and financial service providers who need to qualify leads and understand client needs before the first consultation.

Capture the Details That Matter

This template collects everything you need to provide an accurate quote and determine if you're the right fit: business structure (LLC, S-Corp, sole proprietorship), monthly transaction volume, current accounting software, whether catch-up work is needed, and payroll requirements. Instead of playing phone tag or sending multiple follow-up emails, you'll have all the key information in one organized submission.

Built for Bookkeepers, Accountants & Financial Service Providers

Whether you're a solo bookkeeper, a growing accounting practice, or a virtual CFO service, this form helps you pre-qualify prospects and route them to the right service package. The structured questions make it easy to spot red flags (like massive catch-up work) or identify high-value opportunities (like full-service payroll needs) before you invest time in a discovery call.

Automate Your Client Onboarding with Paperform + Stepper

Once someone submits this inquiry form, you can use Stepper to automatically route leads to the right team member based on business size or service needs, create a new client record in your CRM or practice management software, and send personalized follow-up emails with service packages or calendar booking links. You can even trigger conditional workflows—for example, sending catch-up service information only to prospects who need it.

Paperform's built-in conditional logic can also show or hide questions based on previous answers, keeping the form clean and relevant for each prospect. And with native payment integrations, you can collect consultation fees or retainer deposits right in the form if your business model requires it.

Professional, On-Brand and Mobile-Friendly

This template is fully customizable to match your brand—adjust colors, fonts, and add your logo or office photos. The clean, professional layout works seamlessly on desktop and mobile, and you can embed it on your website, share it via email campaigns, or use it as a standalone landing page. With Paperform's SOC 2 Type II compliance, you can confidently collect sensitive business information knowing your data is secure.

Trusted by accounting professionals and financial service providers worldwide, this template helps you qualify leads faster, reduce admin time, and focus on delivering exceptional bookkeeping services to the right clients.