| USERID | 261 |
|---|---|
| CID | 141 |
| 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 | 01/09/2023 |
| Consultant | Rosemarie Goyette |
| Time Spent | 0.25 |
| Type of Entry | TA |
| Report Year | 2023 |
| Purpose | Quickbooks consultation |
| Notes | Jack Millman was experiencing issues data entering into Quickbooks for the previous calendar year (2022). An accountant from his CPA firm came to his house to go through his Quickbooks and took an Accountants copy of his Quickbooks on 1/5/2023. Explained to Jack that accountants normally do that so that the client does not change any data until they come back with that copy and replace it. Referred his to his accountant for assistance. He emailed me later that he had resolved the issue. |
| Business Milestones |
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| PLEASE CONFIRM CLIENT USER INFORMATION | |
| Town of Residence | Worthington |
| Name | Jack Millman |
| Email hidden; Javascript is required. | |
| Home Address | 295 Old post Rd Worthington ,Ma, Massachusetts 01098 Map It |
| Cell Phone | (413) 539-7704 |
| Home Phone | (413) 238-5555 |
| 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 | The Celebration, Inc. |
| Type of Business | Celebration ostomy Support Belt |
| Business Address | PO Box 85 295 Old Post Rd Worthington ,Ma, Massachusetts 01098 Map It |
| Website | www.celebrationostomysupportbelt |
| 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? | Established (business open for 1 year or more |
| 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. | NO |
| Comments or Questions | I need help in managing my Quick Books. |
| Untitled | First Choice |
