New Client Intake: Open  /  Judgment Level: Unhelpfully Low Yes, you can tell us about the shoebox.
Get Your Books Together

New Client Intake / File Starts Here

Tell us what happened.

Current books, overdue books, mystery transactions, reconciliation problems, or a general sense that the numbers are doing something behind your back — give us the short version.

Start The Intake What happens next? →

Before You Reach Out / Important

You do not need to have everything figured out.

The first conversation is for understanding what the business does, what the books currently look like, and what kind of help might make sense.

If you already knew exactly what needed fixing, where every document was, and how to fix it, this page would be considerably less useful.

A professional bookkeeper listening to a small-business owner during a practical first conversation about financial records and bookkeeping needs.

First Conversation / Start With The Situation

You bring the story. We ask better questions.

The first conversation is about understanding how the business works, what the books look like now, and what kind of help would actually be useful.

Intake Finding “It is kind of a mess” is enough information to begin.
Fig. 01 / Accounting Vocabulary Not Required

Intake Form / Please Print Legibly

Give us the useful version.

A few details help us understand the business before the first conversation. Exact accounting terminology is not required.

Form MYB-01 / New Client Inquiry Confidential-ish Looking
What kind of help are you looking for?

Demo form: connect this form to your preferred form processor before publishing.

A small-business owner reviewing bookkeeping documents, receipts, notes, and financial paperwork before contacting a bookkeeper.

Pre-Intake Review / Good Enough To Start

You do not need all the answers before asking for help.

Bring what you know, what you have, and the questions you cannot answer yet. Figuring out what is missing is part of the process.

Acceptable Status Some documents found. Several questions remain. Proceed anyway.
Fig. 02 / Preparation Without Pretending

Intake Department / Office Policy

No judgment. Mild concern.

Still Welcome

After Submission / Expected Procedure

What happens after you hit send?

Nobody bursts through the door with a calculator. We start by understanding the situation.

  1. 01
    We Read The Inquiry

    We review what you sent and identify the useful follow-up questions.

  2. 02
    We Talk

    A short conversation helps clarify scope, timing, workflow, and what the books actually need.

  3. 03
    We Review The Scope

    If the work looks like a fit, we explain what would be included before anything starts.

  4. 04
    We Get Organized

    Access, statements, documents, expectations, and next steps get handled in an orderly way.

A professional bookkeeper reviewing a new-client inquiry, writing follow-up notes, and organizing documents at a practical office desk.

Inquiry Received / Follow-Up In Progress

A real person reads what you sent.

We review the situation, note the useful questions, and figure out what needs to happen next before asking you for twelve things at once.

Internal Status Message received. Calculator remains calm.
Fig. 03 / Follow-Up Questions Loading

Office Information / Alternate Routes

Prefer a less form-shaped conversation?

Phone

Call The Office

(555) 014-0172

Example telephone number for template demonstration purposes.

Hours

General Availability

Monday–Friday
9:00 AM–5:00 PM

Example office hours. Replace with the buyer’s actual schedule and time zone.

Before Sending / Common Intake Questions

Things people wonder before contacting a bookkeeper.

Do my books need to be current before I contact you?

No. Catch-up and cleanup work exists specifically because sometimes they are not.

Do I need to know what service I need?

No. Describe the situation and the current state of the books. The correct scope can be discussed from there.

Should I send financial documents through this form?

Not sensitive ones. Initial contact forms should not be used to transmit passwords, full account numbers, Social Security numbers, tax IDs, or similarly sensitive information.

What if I am very behind?

Say so. Knowing the approximate timeline helps determine what kind of review or cleanup may be required.

Is this tax or legal advice?

No. Bookkeeping work and general educational information are separate from individualized tax or legal advice.

New Client File / Last Chance To Blame The Shoebox

We can start with whatever version of the story you have.

Tell us what is happening. We can sort out the accounting vocabulary later.

Intake Open Start The Intake “It is kind of a mess” is valid context.