USERID | 261 |
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CID | 1176 |
HTML Block | After Signup You will Receive an Email Confirmation for this class. It will contain all of the information about the class. |
Consultant ID | 1 |
Date of Consultation | 04/06/2024 |
Consultant | Rosemarie Goyette |
Time Spent | 1.50 |
Type of Entry | TA |
Purpose | Review Invoice emplate and Instruction on Basic Computer Instructions |
Notes | Scrappy Do Excavating Inc is an S Corporation that began operations in this entity type during 2023. Mike Samson is the President. He does not currently have bookkeeping software. He recently purchased computer equipment to run the administrative functions for the corporation. Immediate needs were basic computer operating assistance and to revamp his customer invoice (which would be from an accounting software system). Today we went over basic computer functionality:
Had him perform scanning and attaching documents to email so that he was familiar with this operation. Then emailed him a “how-to” instructional sheet as he requested. Discussed cost of Quickbooks and WAV as he also needs a bookkeeping system for his S Corp. Reviewed his 2023 S Corp taxes to determine what type of income and expense accounts would be required. Discussed his current invoicing template which is in word. He would like a more professional looking document that is easier to utilize. Plan is to set-up WAV accounting and a template. Mike will send me the Logo file to incorporate into his invoices.
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Business Milestones |
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PLEASE CONFIRM CLIENT USER INFORMATION | |
Town of Residence | Other |
Name | michael samson |
Email hidden; Javascript is required. | |
Home Address | 284 Sylvester Road Northampton413, Massachusetts 01062 Map It |
Cell Phone | (413) 478-8144 |
Work Phone | (413) 478-8144 |
Please Tell Us About Yourself | Male |
Are you an immigrant/non-native English speaker? | NO |
Which best describes you | White/Caucasian |
Ethnicity | Non-Hispanic |
Are you a Veteran | NO |
Are you part of the LQBTQ+ community | NO |
Which Best Describes Your Age Group? | 60 years or older |
Household Size | 2 |
Income Level Based on the Chart Above | Over Income |
Business Name | scrappydo excavating inc |
Type of Business | excavating |
Business Address | 284 Sylvester Road Northampton, Massachusetts 01062 Map It |
Website | 284 sylvest rd |
Total Number of Employees (including owners) | 1 |
Number of Full Time Employees | 1 |
Number of Part Time Employees | 0 |
What best describes your business status now? | Startup (business opened - sales/revenue for 3 months) |
Is this business Woman Owned? | NO |
Is the business any of the following? |
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Is this business Veteran Owned? | NO |
Is this business a Cooperative | NO |
What assistance are you seeking |
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Are you starting a business as a result of being unemployed. | YES |
Comments or Questions | need to learn the computer |
Untitled | First Choice |