Books in Harmony - Prospective Client Questionnaire

Thank you for your interest in our services. Books in Harmony provides remote bookkeeping services to small businesses and individuals. Our job is to organize your financials, so you can enjoy your personal life. We work with you collaboratively to streamline your bookkeeping and provide accurate financials.

Once you fill out the questionnaire, we will be in touch shortly for your complimentary 20 minute discovery call.

Thank you!

The Team at Books in Harmony



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Email *
Full Name *
Phone Number *
What is your business EIN (Tax ID)? *
Mailing Address *
City, State, Zip *
Business/Company Name *
Business Type: *
Industry *
Your Position/Role at Business *
Size of Business *
Annual sales of business? (Note: We work with clients and businesses who earn six figures or more) *
How many business bank accounts (including business credit cards) do you have?
Monthly expenses of business? *
How involved are you in your current bookkeeping? *
I would like to... *
What software systems do you currently use? *
Operating system *
How often do you need your bookkeeping updated?
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When do you want to get started? 
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How did you hear about us? *
Questions, Comments or Concerns:
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