| USERID | 261 |
|---|---|
| CID | 92 |
| 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 | 01/16/2023 |
| Consultant | Rosemarie Goyette |
| Time Spent | 1.50 |
| Type of Entry | TA |
| Report Year | 2023 |
| Purpose | Quickbooks bookkeeping consultation |
| Notes | Assisted Heather correcting her excel spreadsheets to match online and bank data for her business. Then assisted her in correcting the Quickbooks data to match in order that the books reconciled to the underlying data. Discussed bookkeeping, allocation of certain expenses and tax deductions. |
| Business Milestones |
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| PLEASE CONFIRM CLIENT USER INFORMATION | |
| Town of Residence | Chester |
| Name | Heather Stone |
| Email hidden; Javascript is required. | |
| Home Address | 14 Middlefield Road Chester, Massachusetts 01011 Map It |
| Cell Phone | (413) 454-7232 |
| Please Tell Us About Yourself | Female |
| 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? | 45 to 59 |
| Household Size | 5 |
| Income Level Based on the Chart Above | Extremely Low |
| Business Name | Over Again Treasures |
| Type of Business | Ebay |
| Business Address | 81 Mountainview St Westfield, MA 01085-2536 Map It |
| Total Number of Employees (including owners) | 2 |
| Number of Full Time Employees | 2 |
| Number of Part Time Employees | 0 |
| 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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| Untitled | First Choice |
