| USERID | 211 |
|---|---|
| CID | 89 |
| 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 | 11/07/2022 |
| Consultant | rosmaie Goyette |
| Time Spent | 5 |
| Type of Entry | TA |
| Report Year | 2023 |
| Unique Record | Y |
| Meets 5HR total | 6 |
| Meets 5HR TA | 6 |
| Purpose | Jane began a bookkeeping practice and acquired a client who uses Quickbooks. She does not know Quickbooks and needs assistance. |
| Notes | Reviewed with her basic Quickbooks reports, customer and vendor areas as wExtremely Lowl as her client’s books to assist her in learning the program to do her bookkeeping work with this client. She also hopes to acquire more Quickbooks clients and will be putting out feExtremely Lowers to pick up more bookkeeping work. |
| Business Milestones |
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| PLEASE CONFIRM CLIENT USER INFORMATION | |
| Town of Residence | Ashfield |
| Name | Jane Barish |
| Email hidden; Javascript is required. | |
| Home Address | pobox 1013 ASHFIELD, Massachusetts 01330 Map It |
| Cell Phone | (413) 336-1520 |
| Home Phone | (413) 628-3817 |
| 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 | YES |
| Which Best Describes Your Age Group? | 60 years or older |
| Household Size | 1 |
| Income Level Based on the Chart Above | Low |
| Business Name | One For the Books |
| Type of Business | Financial/Accounting |
| Business Address | pobox 1013 ASHFIELD, MA 01330 Map It |
| Total Number of Employees (including owners) | 1 |
| Number of Part Time Employees | 1 |
| Is this business Woman Owned? | YES |
| 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 |
