USERID261
CID565
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Consultant ID1
Date of Consultation01/21/2024
ConsultantRosemarie Goyette
Time Spent0.25
Type of EntryTA
Report Year2024
PurposeQB - Bookkeeping follow-up on categorizing business and personal expenses
Notes

Melodie requested assistance in classifying expenses for credit card charges that she now had receipts and documentation that would enable her to classify on QBooks.  Walked her through how to update/change the entry that she had already entered in QBooks (classified to ask my accountant).  Issue resolved to her satisfaction.

Business Milestones
  • Problem solved
PLEASE CONFIRM CLIENT USER INFORMATION
Town of ResidenceChester
NameMelodie Mazzaferro
EmailEmail hidden; Javascript is required.
Home Address160 Old State Hwy
Chester, Massachusetts 01011
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Cell Phone(413) 685-5326
Please Tell Us About YourselfFemale
Are you an immigrant/non-native English speaker?NO
Which best describes youWhite/Caucasian
EthnicityNon-Hispanic
Are you a VeteranNO
Are you part of the LQBTQ+ communityNO
Which Best Describes Your Age Group?60 years or older
Household Size3
Income Level Based on the Chart AboveOver Income
Business NameWestBranch Lawncare
Type of BusinessLandscaping
Business Address160 old state hwy
Chester, Massachusetts 01011
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Total Number of Employees (including owners)1
Number of Full Time Employees0
Number of Part Time Employees0
What best describes your business status now?Established (business open for 1 year or more
Is this business Woman Owned?NO
Is the business any of the following?
  • None of the Above
Is this business Veteran Owned?NO
Is this business a CooperativeNO
What assistance are you seeking
  • Accounting assistance
Are you starting a business as a result of being unemployed.NO
UntitledFirst Choice