Fractional CFO Client Intake Form

Streamline Your Fractional CFO Onboarding with Paperform

When you're providing outsourced CFO services, the initial discovery phase sets the tone for the entire engagement. This Fractional CFO Client Intake Form helps financial consultants, accounting firms, and fractional finance leaders gather comprehensive information about new clients' financial operations, systems, and strategic needs—all in one professional, branded experience.

What makes this template valuable for CFO consultants

This template covers everything from current accounting systems and banking relationships to growth projections, funding requirements, and KPI tracking. Instead of juggling email threads, messy spreadsheets, and follow-up calls, you get structured data that lets you assess client readiness, identify gaps, and propose the right fractional engagement from day one.

The form uses conditional logic to adapt questions based on client responses, ensuring you collect relevant detail without overwhelming new clients with irrelevant fields. Whether they're a pre-revenue startup or an established SMB preparing for acquisition, the form guides them through exactly what you need to know.

Who this template is for

This intake form is designed for fractional CFOs, outsourced finance teams, financial consultants, accounting firms offering advisory services, and financial controllers working with small to mid-sized businesses that need strategic financial leadership without a full-time hire.

It's particularly valuable for consultants in finance, consulting, accounting, and business services industries, where establishing a clear baseline of financial health, systems maturity, and strategic priorities is essential before scoping an engagement.

Automate what comes next with Stepper

Once a client submits their intake form, you can use Stepper to automatically trigger your onboarding workflow: send a welcome packet, create a client folder in your document management system, add them to your CRM or project management tool, schedule a kickoff call, and route the information to your finance team for review. This means less administrative overhead and faster time-to-value for both you and your client.

Paperform's calculation fields and conditional logic also let you build in basic financial assessments or prioritization scoring, giving you an instant snapshot of where the client needs help most—whether that's cash flow management, board reporting, fundraising preparation, or financial systems overhaul.

With SOC 2 Type II compliance and the ability to securely collect sensitive financial data, this template gives your clients confidence that their information is handled professionally. You can embed the form on your website, send it via a custom link, or use it as part of a broader proposal and engagement process, all while maintaining your brand identity throughout.