USERID211
CID684
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Consultant ID1
Date of Consultation08/24/2022
ConsultantDee Dice
Time Spent1
Type of EntryTA
Report Year2023
Unique RecordY
Meets 5HR total2
Meets 5HR TA2
PurposeWants to transition in a few years and is not clear how
Notes

She has several ideas and is unclear which direction to take. She does not make a livable income and her employees are not willing to buy it. Long term planning needed

PLEASE CONFIRM CLIENT USER INFORMATION
Town of ResidenceCummington
NameHeather Cupo
EmailEmail hidden; Javascript is required.
Home Address930 Windsor Bush Road
930 Windsor Bush Road
Cummington, Massachusetts 01026
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Cell Phone(413) 663-1020
Home Phone(413) 684-1939
Work Phone(413) 663-1020
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 Size2
Income Level Based on the Chart AboveOver Income
Business NamePlant Euphoria
Type of BusinessLandscape Design, Installation and Maintenance
Business Address930 Windsor Bush Road
Cummington, MA 01026
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Total Number of Employees (including owners)6-7
Number of Full Time Employees1
Number of Part Time Employees5-6
What best describes your business status now?Established (business open for 1 year or more
Is this business Woman Owned?YES
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
  • Financial management/planning
Are you starting a business as a result of being unemployed.NO
UntitledFirst Choice