Know which catch-up bookkeeping leads are worth consultation time
The intake asks how many months are behind, whether the client can share bank and transaction records, and if a tax deadline is driving the request, then routes authorized, ready-to-work leads straight to your CRM.
The exact intake your catch-up bookkeeping leads complete
This is the real 6-question guided intake for Catch-Up Bookkeeping — the same flow your customers finish before you ever pick up the phone.
What a qualified catch-up bookkeeping lead should tell you
Reconstructing and updating financial records across one or more missed periods, typically because a client fell behind on entering transactions, reconciling accounts, or filing.
- Many Months Bookkeeping Be
- Entity Or Activity This
- Have Access Bank And
- Bookkeeping Software Or Method
- There Upcoming Deadline, Such
- Authorized Share These Financial
The questions your team needs answered
Every catch-up bookkeeping intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many months of bookkeeping need to be caught up? | Months behind determines the scope of the engagement, with over-a-year backlogs signaling the largest, highest-value projects. |
| What type of entity or activity does this bookkeeping cover? | Entity type tells you whether you're scoping a simple personal catch-up or a more involved business or nonprofit engagement. |
| Do you have access to bank and transaction records for the missing period? | Without bank and transaction records for the missing period the work can't begin, so a 'no' answer flags the lead for a records-gathering step before booking. |
| Which bookkeeping software or method has been used, if any? | Knowing whether spreadsheets, software, or nothing was used shows how much reconstruction is needed before the books are current. |
| Is there an upcoming deadline, such as a tax filing or loan application, driving this catch-up? | A looming tax filing or loan deadline indicates how quickly the engagement needs to move. |
| Are you authorized to share these financial records with a bookkeeper? | Without authorization to share financial records, work can't legally start, making this answer close to a disqualifying gate. |
How Cliont scores catch-up bookkeeping leads
Every answer is weighted automatically — no manual review required.
Value signals
- Less than 3 months
- 3 to 6 months
- 6 to 12 months
- More than a year
- Not sure
- Have Access Bank And: yes
See the lead your team receives
Catch-Up Bookkeeping 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 catch-up bookkeeping workflows
| Cliont capability | Catch-Up Bookkeeping application |
|---|---|
| Weighted scoring | Months-behind answers carry escalating weight from 4 to 10, so multi-year backlogs surface ahead of quick 3-month catch-ups in your CRM. |
| Authorization gate | A 'no' answer to being authorized to share financial records drops the score sharply, flagging leads you shouldn't book a consultation with until access is resolved. |
| Entity-type tagging | Leads are tagged as individual, freelancer, nonprofit, or small business so you can route nonprofit or company catch-up work to the right person on your team. |
| Deadline flag | Leads with an upcoming tax filing or loan deadline are marked separately, letting you prioritize time-sensitive catch-up requests. |
Common catch-up bookkeeping lead scenarios
Multi-year backlog before a loan
A small business hasn't touched its books in over a year and needs them current for a loan application. The intake flags the long backlog and the deadline together so it lands at the top of your queue.
Few months behind, clean records
A freelancer is 3 to 6 months behind but has bank access and accounting software already in use. This scores as a straightforward, lower-effort catch-up worth booking quickly.
Client unsure of their own history
A self-employed client selects 'Not sure' on how far behind they are and hasn't used any software. The intake still captures entity type and record access so you can scope the engagement on the call instead of guessing beforehand.
Nonprofit needing audit-ready books
A nonprofit is more than a year behind and needs records prepared for a board or grant review. Entity type routes this differently than a standard small-business catch-up.
Records not yet authorized to share
A prospective client answers no to being authorized to share financial records. Because that field carries a near-disqualifying weight, the lead is flagged for a records-access conversation before you offer a consultation slot.
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
Catch-Up Bookkeeping lead-intake FAQs
How does the intake gauge how big a catch-up job actually is?
It asks how many months of bookkeeping need to be caught up, with answers ranging from under 3 months to over a year, so you can see project scope before you ever get on a call.
What happens if a client isn't sure whether they can access their bank records?
The intake asks directly whether bank and transaction records are available for the missing period. Since access is required to start the work, a 'no' or uncertain answer is surfaced so you can address it before scheduling a consultation.
Does the intake separate personal, freelancer, nonprofit, and business bookkeeping?
Yes, one question captures entity type across individual, self-employed, nonprofit, and small business, so you know whether you're scoping a simple personal catch-up or a more complex business engagement.
Why does the intake ask about tax filing or loan deadlines?
A pending deadline changes how quickly the engagement needs to move, so this answer helps you prioritize which catch-up leads need a faster response.
Does this intake check whether the client can legally hand over financial records?
Yes, it asks whether the client is authorized to share these records with a bookkeeper. That answer carries one of the heaviest weights in the catalog, since work can't begin without that authorization.
Can the same intake logic support Bookkeeping Cleanup or Monthly Bookkeeping leads?
Cliont builds a separate qualification set for each subservice, including Bookkeeping Cleanup and Monthly Bookkeeping, so the questions stay specific to what each engagement actually needs to know.
Turn catch-up bookkeeping visitors into qualified clients
Give every catch-up bookkeeping visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.