A bookkeeping questionnaire covers contact details, current record-keeping, the documents shared each month, cleanup needs, and the accounting software in use.
The numbers have to be right before anything else can be right, but the handover usually starts in a mess of receipts, statements, and half-kept records. The Bookkeeping Questionnaire form gives a bookkeeper the facts to quote and plan ongoing monthly bookkeeping, so nobody finds out something’s wrong when a filing is due or a statement doesn’t reconcile.
The form opens with basic contact details, then moves into how sales and payments get recorded, what paperwork shows up week to week, and whether cleanup & catch-up needs to happen before the regular cadence starts. Headings sit in Space Grotesk with the main actions picked out in slate blue and rust, so the questions read like a checklist instead of a wall of admin.
- Monthly Bookkeeping Questionnaire Sets the context for quoting and planning monthly bookkeeping, then routes into the client’s contact details and bookkeeping facts.
- Contact details Collects name, email address, and an optional phone number so follow-ups go to the right place.
- Transaction records Asks which records get used for sales and payments, including Mpesa statements and bank feeds, receipts, or a mix.
- Document handover Captures what documents get provided each week or month, and when they arrive.
- Cleanup and software Confirms whether past records need cleanup before monthly work starts, and which accounting software is in use now.
Once the form is in Plutio, you share a link, the client fills it in, and the responses land back on the form record for review and follow-up.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in a bookkeeping questionnaire
| Part | What it covers |
|---|
Monthly Bookkeeping Questionnaire | The opening written section explains what the questionnaire is collecting and what happens after the client submits it. |
Your name | A required full-name field for identifying who the bookkeeping work relates to. |
Email address | A required email field so follow-up questions and next steps go to a working inbox. |
Phone number | An optional phone field for cases where email isn’t enough to clear a detail up. |
Your bookkeeping details | A short written prompt that frames the pricing and scheduling questions that follow. |
Which transaction records do you use for sales and payments? | A required choice question covering Mpesa statements and bank feeds, physical receipts, or a mix of electronic and paper records. |
What documents will you provide each week or month, and when? | A required long-answer question to spell out what gets shared and the timing. |
Do you want us to clean up past records before monthly bookkeeping? | A required choice question to confirm cleanup scope, including last quarter, last 12 months, a specific start date, starting from now, or an assessment. |
Which accounting software do you use now, and can we work in it? | A required text question to name the accounting software and confirm access for working inside the existing setup. |
Who it is for
Bookkeepers and accounting firms who need to qualify a new client for monthly bookkeeping before quoting the work.
The form in full
Monthly Bookkeeping Questionnaire
This form gathers the facts we need to quote and plan monthly bookkeeping for your business. After you send it, we will review your answers and email any follow-up questions.
- Your name (required)
- Email address (required)
- Phone number
Your bookkeeping details
Tell us the facts we need to price and schedule monthly bookkeeping.
- Which transaction records do you use for sales and payments? (required)
- Mpesa statements and bank feeds
- Physical receipts only
- A mix of electronic and paper records
- What documents will you provide each week or month, and when? (required)
- Do you want us to clean up past records before monthly bookkeeping? (required)
- Yes, last quarter
- Yes, last 12 months
- Yes, from a specific date
- No, start monthly from now
- Unsure, please assess
- Which accounting software do you use now, and can we work in it? (required)
