Books in Harmony New Client Questionnaire
Thank you for your interest in our services. Books in Harmony provides bookkeeping services to small businesses and individuals. Our job is to organize your business, so you can enjoy your personal life.
Before you start, be sure to review the different packages we offer at:
Once you fill out the questionnaire, we will be in touch shortly.
The Team at Books in Harmony
What is your business EIN (Tax ID)?
City, State, Zip
Your Position/Role at Business
Size of Business
More than 15 Employees
Annual sales of business?
No sales yet
Between $50K - $100K
Between $250K - $500K
Between $500K - $1 Million
Over $1 Million
How many business bank accounts (including business credit cards) do you have?
Monthly expenses of business?
No expenses yet
Between $1,000 - $5,000
Between $5,000 - $10,000
Between $10,000K - $30,000
Between $30,000 - $ 50,000
Between $50,000 - $100,000
How involved are you in your current bookkeeping?
A little involved
I do all the bookkeeping myself
I would like to...
Get involved/Learn how
Not be involved at all
Be less involved than I am
Be more involved than I am
Be trained to do it myself eventually
What software systems do you currently use?
No Software systems
How often do you need your bookkeeping updated?
Once a Year
Clean up only
I only need interim support while my usual bookkeeper is away
When do you want to get started?
In a few weeks
In a month
Sometime this year
Interested in any add-ons?
Courtesy Reminder Calls (Collections)
I'm not sure
How did you hear about us?
QuickBooks Pro Advisor Directory
Questions, Comments or Concerns:
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