Monthly bookkeeping intake that captures transaction volume up front
Every enquiry captures the entity type, monthly transaction volume, and whether prior records exist, plus authorization to share financial documents before anything changes hands. Qualified clients are scored and routed straight to your CRM.
The exact intake your monthly bookkeeping leads complete
This is the real 7-question guided intake for Monthly Bookkeeping — the same flow your customers finish before you ever pick up the phone.
What a qualified monthly bookkeeping lead should tell you
Ongoing monthly recording and categorization of financial transactions for individuals, self-employed professionals, nonprofits, and businesses, based on their transaction volume, existing records, and current software setup.
- Best Describes Entity Needing
- Have Any Bookkeeping Records
- How Many Monthly Transactions
- Accounting Software Or System,
- Person Authorized Share Financial
- Monthly Bookkeeping Services Begin
- Have Any Overdue Tax
The questions your team needs answered
Every monthly bookkeeping intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which best describes the entity needing bookkeeping? | Entity type determines whether the engagement follows business, nonprofit, or individual bookkeeping requirements, which changes both scope and compliance handling. |
| Do you currently have any bookkeeping records from prior months? | Whether prior records exist signals how much reconstruction or cleanup work is needed before ongoing monthly bookkeeping can even start. |
| Approximately how many monthly transactions need to be recorded? | Monthly transaction volume ties directly to workload and pricing tier, separating a small account from one that needs significantly more time. |
| What accounting software or system, if any, do you currently use? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the person authorized to share financial records for this bookkeeping work? | Confirming the submitter is authorized to share financial records gates the entire engagement, since a no answer means access still needs to be verified. |
| When do you need monthly bookkeeping services to begin? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have any overdue tax filings or reports that depend on this bookkeeping? | Overdue tax filings that depend on the bookkeeping raise both urgency and complexity, since the work may need to happen faster than a typical monthly cycle. |
How Cliont scores monthly bookkeeping leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Any Bookkeeping Records: yes
- Under 50
- 50 to 200
- 200 to 500
- Over 500
- Not sure
Urgency signals
- Immediately
See the lead your team receives
Monthly 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 monthly bookkeeping workflows
| Cliont capability | Monthly Bookkeeping application |
|---|---|
| Conditional branching | Routes the entity-type answer — individual, self-employed, nonprofit, or business — into the follow-up questions relevant to that structure, so a nonprofit isn't asked the same qualifying path as a for-profit business. |
| Weighted lead scoring | Applies the catalog's transaction-volume tiers and prior-records answer to separate a straightforward monthly account from one that likely needs cleanup work first. |
| Document collection | Requests prior financial records and current software details up front, so you're not discovering the state of a client's books for the first time on the consultation call. |
| Authorization gating | Flags submissions where the person isn't confirmed as authorized to share financial records, preventing you from scheduling time before access is verified. |
Common monthly bookkeeping lead scenarios
Clean handoff from existing bookkeeper
A business already using accounting software with prior records intact and no overdue filings — the intake flags this as a straightforward, low-friction onboarding.
Overdue filings create urgency
A client needs bookkeeping to begin immediately because tax filings are already overdue, which the intake surfaces as a time-sensitive, higher-priority lead.
Solo entrepreneur starting from zero
A self-employed professional with no prior records, tracking expenses in spreadsheets, and unsure of their transaction volume — this points toward a scoping conversation rather than immediate onboarding.
High-volume business inquiry
A business reporting over 500 monthly transactions and wanting to start immediately signals a larger, higher-value engagement worth prioritizing for a consultation.
Third party submitting on behalf of owner
Someone fills out the intake but isn't authorized to share financial records, which the intake flags so you can confirm access before scheduling time.
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
Monthly Bookkeeping lead-intake FAQs
How does the intake handle clients who don't use any accounting software yet?
The intake records their current setup — none, spreadsheets, accounting software, or not sure — so you can see at a glance whether onboarding involves a software migration or a fresh setup before the consultation.
What happens if the person filling out the form isn't authorized to share financial records?
The intake asks directly whether the submitter is authorized to share financial records, and that answer carries a low weight when the response is no, so you can flag it for verification instead of booking time around incomplete access.
Can this intake tell the difference between routine monthly work and a client who's actually behind?
Yes — the questions about prior records and overdue tax filings surface that distinction, so a client who's actually years behind can be routed toward Catch-Up Bookkeeping or Bookkeeping Cleanup instead of a standard monthly engagement.
How does transaction volume affect how a lead is prioritized?
Transaction volume tiers from under 50 up to over 500 carry different weights, so higher-volume businesses that typically mean larger, more complex engagements are distinguished from smaller accounts before you ever pick up the phone.
Does the intake flag clients with overdue tax filings?
Yes, overdue filings are a direct question in the catalog and weighted to reflect added urgency and complexity, so you know before the consultation whether compliance work is riding on the bookkeeping.
What if the client doesn't know how many transactions they have each month?
"Not sure" is a valid answer option, and it's weighted lower than a known volume tier so you can treat it as needing a scoping conversation rather than a confirmed engagement size.
Turn monthly bookkeeping visitors into qualified clients
Give every monthly bookkeeping visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.