[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-278074-105":53,"doc-detail-278074-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","bookkeeping-client-intake-form-engagement-letter","Bookkeeping Client Intake Form - Engagement Letter","","Bookkeeping Client Intake Form and Engagement Letter used for onboarding a new business client for Osorio’s Accounting & Tax Services. Collects general contact details, entity and business structure information, officer/owner information, and payment preferences including banking authorization. Includes client acknowledgment of payment terms and confidentiality commitments, plus service scope such as transaction recording, bank reconciliation, and monthly/quarterly financial statement preparation. Also covers fees, invoice delivery, client responsibilities, termination notice, and liability limitations.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/bookkeeping-client-intake-form-engagement-letter/278074/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/bookkeeping-client-intake-form-engagement-letter/278074.png","ImageObject",442,249,{"name":88,"@type":89},"Pentious","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-09-15",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What information does the Bookkeeping Client Intake Form request from new clients?","Question",{"text":108,"@type":109},"It requests general contact details, legal entity information (including business structure and incorporation date), and officer/owner information with ownership percentages.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does the agreement handle payment methods and banking information?",{"text":113,"@type":109},"It collects payment preferences (cash/check/credit/debit/Zelle) and includes authorization for the processing method selected by the client, with banking details used solely for payment processing.",{"name":115,"@type":106,"acceptedAnswer":116},"What bookkeeping services are included in the engagement scope?",{"text":117,"@type":109},"The services include recording financial transactions, reconciling bank statements, and preparing monthly/quarterly financial statements, with additional assistance and payroll processing included when applicable.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},278074,1791392341,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":15,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},1374404730887,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Bookkeeping Client Intake Form  \nDisclaimer—Thank you for your interest in becoming a valued client of Osorio’s Accounting & Tax Services. Please note that all information collected from new clients will remain strictly confidential and will be handled in accordance with our privacy and professional standards.  \nComplete and sign form.  \n1. General information  \nLast name First name MI  \nAddress  \nCity State Zip code  \nE-Mail address Phone May we contact you by text message?  \n   Yes No   \n2. Entity information  \nLegal name DBA  \nAddress  \nCity State Zip code  \nBusiness structure  \n Sole proprietor Partnership Corporation S corporation LLC Non-profit   \nDate of incorporation FEI/EIN number Document number  \n3. Officer and owner information  \nName Title Ownership percentage  \n\n|  |  | % |\n| --- | --- | --- |\n\nName Title Ownership percentage  \n\n|  |  | % |\n| --- | --- | --- |\n\nName Title Ownership percentage  \n\n|  |  | % |\n| --- | --- | --- |\n\nHow would you like to pay for our services? Please make checks payable to Osorio’s Accounting | Zelle-407.816.0083  \n Cash Check Credit card Debit card Zelle—registered number   \nFirst payment date  \n\n|  |  | |  |  | |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n\nBank name  \nAmount per month Pay frequency  \n $  Monthly Quarterly Yearly  Account type  \n  Checking Savings   \nRouting number Account number  \nI, the undersigned, acknowledge and agree to the payment terms and the agreed-upon amount as outlined above. I understand that payment will be processed using the method selected by the client and consent to providing my banking information solely for this purpose. I confirm that all information provided is accurate and authorize Osorio’s Accounting & Tax Services to use this information for payment processing.  \nClient signature Date  \nEngagement Letter   \nDear Client,  \nWe are pleased to confirm our engagement to provide bookkeeping services for your business. This letter outlines the terms of our engagement, the services we will provide, and our mutual responsibilities.  \nScope of services  \n\n| Fees and billing |\n| --- |\n| Client\u003Cbr>responsibility |\n| Confidentiality |\n| Terms and\u003Cbr>terminations |\n\nWe will provide the following bookkeeping services  \n• Recording all financial transactions, including but not limited to accounts payable and accounts receivable.  \n• Reconciliation of bank statements.  \n• Preparation of monthly/quarterly financial statements.  \n• Payroll processing (if applicable) .  \n• Assistance with financial reporting and budgeting (if applicable) .  \n• Any additional services beyond those listed above will require a separate agreement and may incur additional fees.  \nOur fees for the services provided will be based on Section 6 of the Bookkeeping Intake form—Payment agreement and banking information authorization and in accordance with the following terms:  \n• Hourly Rate: [Rate]  \n• Fixed Fee: [Amount per month or per service]  \n• Payment Terms: Payments are due within 30 days from the invoice date.  \nInvoices will be provided via email and will include a detailed breakdown of services rendered.  \nTo enable us to perform the agreed-upon services effectively, you agree to provide the following:  \n• Timely access to all necessary financial documents and records.  \n• Accurate and complete information regarding transactions and financial details.  \n• Cooperation in responding to our inquiries and requests for information.  \nWe are committed to maintaining the confidentiality of your financial information. All client information will be kept in the strictest confidence and will not be shared with any third parties, except as required by law or with your express consent.  \nThis agreement will commence on the start date and will continue until terminated by either party. Either party may terminate this engagement with [number of days] notice, provided that all outstanding fees and charges are paid.  \nLiability  \nlimitations  \nAcceptance of terms  \nOur liability ","cbCaiok7DKj0pCjv","https://ap.wps.com/l/cbCaiok7DKj0pCjv","pdf",113880,"English","# Bookkeeping Client Intake Form\n## General information\n## Entity information\n## Officer and owner information\n## Payment agreement and banking information authorization\n# Engagement Letter\n## Scope of services\n## Fees and billing terms\n## Client responsibilities and confidentiality\n## Termination and liability limitations","[{\"question\":\"What information does the Bookkeeping Client Intake Form request from new clients?\",\"answer\":\"It requests general contact details, legal entity information (including business structure and incorporation date), and officer/owner information with ownership percentages.\"},{\"question\":\"How does the agreement handle payment methods and banking information?\",\"answer\":\"It collects payment preferences (cash/check/credit/debit/Zelle) and includes authorization for the processing method selected by the client, with banking details used solely for payment processing.\"},{\"question\":\"What bookkeeping services are included in the engagement scope?\",\"answer\":\"The services include recording financial transactions, reconciling bank statements, and preparing monthly/quarterly financial statements, with additional assistance and payroll processing included when applicable.\"}]","Bookkeeping Client Intake Form - Engagement Letter | PDF",1789506738]