Books in Harmony New Client Questionnaire

Thank you for your interest in our services! Books in Harmony provides bookkeeping services to small businesses and busy professionals such as: therapists, real estate agents, restaurants, authors, musicians/bands, contractors...etc.

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.

Thank you!

The Team at Books in Harmony

Email address *
Full Name *
Your answer
Phone Number *
Your answer
Mailing Address *
Your answer
City, State, Zip *
Your answer
Business/Company Name *
Your answer
Business Type: *
Industry *
Your answer
Your Position/Role at Business *
Your answer
Size of Business *
Annual sales of business? *
How involved are you in your current bookkeeping? *
I would like to... *
What software systems do you currently use? *
Operating system *
Which package seems like a good fit for you? *
Interested in any add-ons? *
How did you hear about us? *
Questions, Comments or Concerns:
Your answer
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