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.

Thank you!

The Team at Books in Harmony

Email address *
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? *
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?
Clear selection
When do you want to get started?
Clear selection
Interested in any add-ons? *
How did you hear about us? *
Questions, Comments or Concerns:
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