New Client Form
Running a small business means juggling a multitude of tasks – clients, deadlines, emails, and paperwork. One of the simplest ways to stay organised and professional is by using a New Client Form, also known as a new customer form. Whether you’re a bookkeeper, freelancer, retailer or service provider, this form helps you gather all the essential details you need from new clients right from the start.
At Business Accounting Basics, we understand the importance of establishing client relationships on a strong foundation. That’s why we’ve created a free New Client Information Form Template just for small business owners like you. It’s designed to save time, reduce back-and-forth communication, and help you access the information you need to do your job effectively.
What Is a New Client Information Form?
A New Client Information Form is a simple document that requests new clients to provide their basic business and contact information. Depending on your business, it can also include sections about the services they require, their preferred communication methods, and any relevant financial or business information.
Some common fields include:
- Business name and contact details
- Main contact person and role
- Business structure (sole proprietor, LLC, corporation, etc.)
- Type of services requested
- Preferred billing method and payment terms
- Notes or additional details
This form can be printed, filled out digitally, or even turned into an online form to make onboarding fast and easy.
Why Your Business Needs Client Forms
If you’ve ever started working with a client only to realise you’re missing critical information—like their legal business name or payment terms—you’re not alone. Many small businesses overlook this step, ending up wasting time chasing down details that could have been collected at the outset.
Here’s how a New Client Information Form can help your business:
- ✅ Stay Organised – Keep all client info in one place from day one.
- ✅ Look Professional – Show clients that you have systems in place and take your business seriously.
- ✅ Save Time – Reduce emails and last-minute questions.
- ✅ Avoid Mistakes – Get clear, accurate information the first time.
- ✅ Improve Bookkeeping – Make tax time easier by collecting key business details upfront.
For bookkeepers and service-based businesses, having accurate client data is especially important. It ensures you set up accounts correctly, send invoices to the right place, and stay compliant with legal and financial requirements.
Who Should Use This Template?
This template is perfect for:
- Freelancers
- Bookkeepers and accountants
- Virtual assistants
- Marketing consultants
- Coaches and trainers
- Any small business offering services to clients
Even if you’re starting out, having a New Client Information Form in place sets a strong foundation. It demonstrates that you run a professional operation, helping clients feel confident in working with you.
Get Your Free New Client Form Template
To make it easy, we’ve put together a free downloadable New Client Information Form Template that you can customise for your business. It’s ready to go, just download the form and collect new customer information.
Whether you prefer a printable version or want to convert it into an online form using tools like Google forms, our template provides the structure to get started quickly.
Licence Agreement
By downloading our free forms, you agree to our licence agreement.
Final Thoughts
Your time is valuable. Don’t waste it chasing down missing details or fixing avoidable mistakes. A New Client Information Form gives you a professional, consistent way to collect the information you need and start client relationships on the right foot.
Download our free template today and take one more step toward simplifying your business.
