Accounting & Bookkeeping templates
Accounting work starts with paperwork: an engagement letter, an intake, a pile of documents, and then the same close every month. Chasing it by email costs hours each season.
These templates give each step one link. Clients sign engagement letters online, upload statements with their answers, and every response can go to Google Sheets.
Which accounting form do you need?
- Tax Organizer TemplateIncome, deductions and documents for a personal return.
- Credit Application Form TemplateTrade credit applications with references and a signed authorization.
- Expense Reimbursement Form TemplateEmployee expenses with receipts, for your clients' teams.
- Client Intake Form TemplateA general intake for new advisory or consulting clients.
- Independent Contractor Agreement TemplateA signed agreement for contractors your clients hire.
- CPA Engagement Letter TemplateServices, fees and terms, signed by the client before work starts.
- Bookkeeping Client Intake Form TemplateSoftware, accounts and volume from each new bookkeeping client.
- Payroll Setup Form TemplatePay schedule, states and employee list before the first payroll.
- Month End Close Checklist TemplateEvery close step for one client, each month.
- Small Business Tax Questionnaire TemplateEntity, revenue, contractors and records for a business return.
Tips for accountants and bookkeepers
Sign before you start
Send the engagement letter with the intake, so scope and fees are agreed before any work begins.
Ask for documents with the answers
Add uploads for statements and prior returns, so you start the work with everything in one place.
Never collect passwords
Use forms for details and documents, and ask clients to invite you to their software and bank feeds directly.
Frequently asked questions
Can clients sign an engagement letter online?
Yes. The CPA engagement letter ends with an electronic signature, saved as a signed PDF with an audit trail.
Can clients upload tax documents?
Yes. The tax organizer, business tax questionnaire and bookkeeping intake all have file uploads for statements, 1099s and prior returns.
Can I track every client's month end close?
Yes. Fill in the month end close checklist for each client and send responses to Google Sheets to see what still needs follow up.