USERID4
CID601
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Consultant ID1
Date of Consultation07/11/2022
ConsultantRosemarie Goyette
Time Spent4
Type of EntryTA
Report Year2023
Unique RecordY
Meets 5HR total5
Meets 5HR TA5
PurposeInstallation and setup of Quickbooks and one-on one training on Quickbooks..
Notes
Outcome:  Met with Anne at the farm, we installed Quickbooks, set up the farm with its various income and expense streams.  Reviewed current operations (paper) and worked with Anne to instruct and let her record vendors, customers, invoices, payments.  She will continue to record information for 2022 and will follow-up as she need additional assistance.
PLEASE CONFIRM CLIENT USER INFORMATION
Town of ResidenceAshfield
NameAnne Porter
EmailEmail hidden; Javascript is required.
Home Address144 Steady Lane
PO Box 142
Ashfield, Massachusetts 01330
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Cell Phone(413) 250-3662
Work Phone(413) 348-5767
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?35 to 45
Household Size5
Income Level Based on the Chart AboveOver Income
Business NamePorter Family Farm
Type of Businessagriculture - sells meat & hay
Business Address93 Steady Lane
Ashfield, Massachusetts 01330
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Total Number of Employees (including owners)2
Number of Full Time Employees1
Number of Part Time Employees1
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
  • Expanding your business
  • Marketing/advertising your business
  • Financial management/planning
  • IT/Web Support
  • Accounting assistance
Are you starting a business as a result of being unemployed.NO
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