Bookkeeping Workshop Planning & Registration Form

Planning a bookkeeping workshop for small business owners? This professional workshop planning and registration form streamlines the entire process—from gauging interest and collecting attendee details to presenting pricing packages and coordinating training schedules.

Whether you're a bookkeeping firm, accounting practice, or financial consultant, this template helps you organize workshops covering QuickBooks training, tax preparation timelines, financial report walkthroughs, and software integration demos. The form captures essential attendee information, business needs, current software usage, and preferred learning formats, ensuring you can tailor each session to your audience.

Built for bookkeepers and small business educators

This form is designed specifically for accounting professionals, bookkeepers, and business coaches who run workshops and training sessions. It handles everything from initial registration through payment collection, making it easy to:

• Register attendees and collect business information
• Assess current bookkeeping knowledge and pain points
• Present multiple pricing packages and workshop options
• Schedule sessions and collect availability
• Process payments for workshops and training programs
• Coordinate follow-up consulting or onboarding services

Automate your workshop workflow with Stepper

Connect this form to Stepper to automate your entire workshop coordination process. When someone registers, automatically send confirmation emails, add them to your CRM, create calendar invites, trigger pre-workshop preparation emails, and route different attendee types to appropriate follow-up sequences. Stepper's AI-native workflows mean your team can focus on delivering great training instead of managing administrative tasks.

Professional, on-brand registration experience

With Paperform's doc-style editor, you can customize every aspect of this form to match your firm's branding. Add your logo, adjust colors and fonts, embed instructional videos about the workshop content, and include testimonials from past attendees. The form works beautifully as a standalone landing page or embedded directly into your website.

Perfect for CPAs, bookkeeping services, accounting firms, QuickBooks ProAdvisors, financial consultants, and business coaches who want to deliver professional workshops while streamlining registration and payment collection.