The Bookkeeping Client Intake Form is a crucial document used in the Netherlands when establishing a new professional relationship between a bookkeeping service provider and a client. It serves as the primary tool for collecting essential information required by Dutch legislation, including the Wet ter voorkoming van witwassen en financieren van terrorisme (Wwft), General Data Protection Regulation (GDPR), and Dutch accounting standards. The form is designed to gather comprehensive information about the client's business operations, financial administration requirements, and compliance needs while ensuring all necessary authorizations and declarations are properly documented. This intake form helps establish clear service expectations and ensures compliance with Dutch regulatory requirements from the outset of the professional relationship.
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1. Client Information: Basic details including legal name, trading name, legal entity type, registration numbers (KvK, BTW), and contact information
2. Business Profile: Nature of business, industry sector, business size, financial year details, and current accounting software used
3. Service Requirements: Specific bookkeeping services needed, frequency of reporting, preferred communication methods
4. Financial Information: Bank account details, current accounting method (cash/accrual), revenue scale, number of transactions
5. Compliance Declarations: GDPR consent, Wwft compliance statements, confirmation of identity verification
6. Authorization: Powers of attorney, access permissions for tax authorities, bank accounts
7. Current Administration: Status of current bookkeeping, outstanding items, previous accountant details
8. Signing Authority: Details of persons authorized to sign and make decisions regarding financial matters
1. International Operations: For businesses with cross-border activities - details of foreign operations, VAT registrations, and international banking
2. Payroll Services: For businesses with employees - employment details, salary administration requirements
3. Subsidiary Information: For businesses with group structures - details of parent/subsidiary relationships and consolidated reporting requirements
4. E-commerce Operations: For online businesses - details of platforms used, payment processors, and digital revenue streams
5. Project Administration: For project-based businesses - project accounting requirements and cost center tracking needs
1. Fee Schedule: Detailed breakdown of service fees and payment terms
2. Document Checklist: List of required documents for client onboarding (ID proof, registration certificates, previous financial statements)
3. Service Level Agreement: Detailed scope of services, response times, and delivery commitments
4. Data Processing Agreement: GDPR-compliant agreement for handling personal and financial data
5. Authorization Forms: Standard forms for bank access, tax authority representation, and other third-party authorizations
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