Know how far behind the books are before you say yes
Every cleanup request captures how far behind the books are, the entity type, and whether bank and transaction statements are available before you ever get on a call.
The exact intake your bookkeeping cleanup leads complete
This is the real 6-question guided intake for Bookkeeping Cleanup — the same flow your customers finish before you ever pick up the phone.
What a qualified bookkeeping cleanup lead should tell you
Work to review and correct an existing set of financial records that has fallen out of date or contains errors, bringing them current and reconciled before ongoing bookkeeping or filing can proceed.
- Far Behind Bookkeeping Records
- Entity Or Individual These
- Bookkeeping Software Or System
- Have Access Bank And
- Main Reason This Cleanup
- Owner Or Authorized Representative
The questions your team needs answered
Every bookkeeping cleanup intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How far behind are your bookkeeping records? | How far behind the records are directly signals the scope and effort of the cleanup, with longer gaps weighted higher. |
| Which type of entity or individual do these records belong to? | Entity type shapes the regulatory and reporting complexity of the cleanup, since a nonprofit or business carries different requirements than an individual. |
| Which bookkeeping software or system do you currently use, if any? | Knowing the current software or system reveals whether you can import existing data or need to rebuild the books from scratch. |
| Do you have access to bank and transaction statements for the period needing cleanup? | Bank statement access is one of the two highest-weighted signals, since the cleanup can't proceed without source documents regardless of how urgent the request is. |
| What is the main reason you need this cleanup done now? | The stated reason for the cleanup reveals the deadline or motivation behind the request, which helps you decide which leads to call first. |
| Are you the owner or authorized representative for these financial records? | This carries the highest weight in the catalog because only the owner or an authorized representative can legally grant access to the financial records being cleaned up. |
How Cliont scores bookkeeping cleanup leads
Every answer is weighted automatically — no manual review required.
Value signals
- Less than 3 months
- 3 to 12 months
- Over a year
- Not sure
- Have Access Bank And: yes
- Owner Or Authorized Representative: yes
See the lead your team receives
Bookkeeping Cleanup Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for bookkeeping cleanup workflows
| Cliont capability | Bookkeeping Cleanup application |
|---|---|
| Weighted lead scoring | Answers on how far behind the records are and whether bank statement access exists combine into one score, so a business a year behind with full statement access ranks above a lead who is unsure and lacks access. |
| Free-text capture | The current bookkeeping software question is captured verbatim, letting you see if a client is on QuickBooks, spreadsheets, or nothing before you scope migration effort. |
| Ownership verification | The owner or authorized representative question is the highest-weighted field in the catalog, flagging submissions where the person requesting cleanup may not have signing authority over the records. |
| Reason-based routing | Capturing whether the cleanup is for a tax filing, loan or audit, or a switch in bookkeepers lets you triage deadline-driven requests separately from general organization requests in your CRM. |
Common bookkeeping cleanup lead scenarios
Years overdue before a tax deadline
A business entity that's over a year behind on records, needs cleanup for an upcoming tax filing, and already has bank statement access ready to hand over.
Self-employed switching bookkeepers mid-year
A self-employed professional 3 to 12 months behind who's already using bookkeeping software and is switching from a previous bookkeeper, so the intake captures what system they're leaving.
Nonprofit preparing for an audit
A nonprofit that's not sure how far behind its records are but needs the cleanup done for a loan application or audit, flagging a scoping conversation rather than a fixed quote.
Someone filling in for the account owner
An individual's records submitted by someone who answers no to being the owner or authorized representative, a low-weighted signal that should prompt a verification step before booking.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More bookkeeping intake templates
Bookkeeping Cleanup lead-intake FAQs
How do I tell which cleanup leads are actually urgent?
The intake asks the reason for the cleanup, so requests tied to an upcoming tax filing or a loan application surface clearly alongside general organization requests, letting you prioritize by context rather than guesswork.
Why does the intake ask if the person is the account owner?
That question carries the highest weight in the catalog because a non-owner or unauthorized submitter can't legally grant you access to the financial records, and confirming that upfront avoids wasted consultations.
What happens if a client doesn't know how far behind they are?
The 'Not sure' option is still weighted and routed to your CRM, so those leads aren't dropped, they're flagged as needing a short scoping call to establish the actual scope of the cleanup.
Does the intake collect financial documents before the consultation?
It asks whether the client has access to bank and transaction statements for the cleanup period, and required uploads let them submit those statements so you can size the job before the first call.
How is this different from the Catch-Up Bookkeeping intake?
This catalog focuses on entity type, current software, and reason for cleanup to gauge how disorganized or error-prone existing records are, while Catch-Up Bookkeeping intake centers on closing a known gap in otherwise regular books.
Can I see what software the client is currently using?
Yes, current bookkeeping software or system is captured as free text, so you know before the consultation whether you're migrating data, rebuilding from spreadsheets, or starting from nothing.
Turn bookkeeping cleanup visitors into qualified clients
Give every bookkeeping cleanup visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.