USERID4
CID785
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Consultant ID1
Date of Consultation07/24/2022
ConsultantRosemarie Goyette
Time Spent3.5
Type of EntryTA
Report Year2023
Unique RecordY
Meets 5HR total5.25
Meets 5HR TA5.25
Purposebusiness Consultatnion
Notes

Outcome: Consultation with Eric related to operations of the Inn. Currently they have multiple entities set-up, are using a Hotelier system as well as a POS system for operations. Discussed taxation between the entities, payroll, various taxes (including income taxes), potential credits ADA compliant and solar. And discussed bookkeeping needs variety of Quickbooks options. He will follow-up as thing develop as the Inn (B&B is operating) and the bar/pub food is in renovation mode.

PLEASE CONFIRM CLIENT USER INFORMATION
Town of ResidenceWorthington
NameEric Frary
EmailEmail hidden; Javascript is required.
Home Address144 Huntington Road
Worthington, Massachusetts 01098
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Cell Phone(413) 301-2674
Please Tell Us About YourselfMale
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+ communityYES
Which Best Describes Your Age Group?35 to 45
Household Size2
Income Level Based on the Chart AboveOver Income
Business NameThe Goldenrod Country Inn
Type of BusinessInn/ bar/ Resturaunt
Business Address144 Huntington Road
Worthington, MA 01098
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Websitehttps://www.goldenrodcountryinn.com/
Total Number of Employees (including owners)5
Number of Full Time Employees4
Number of Part Time Employees2
What best describes your business status now?Startup (business opened - sales/revenue for 3 months)
Is this business Woman Owned?NO
Is the business any of the following?
  • LGBTQ Owned Business
Is this business Veteran Owned?NO
Is this business a CooperativeNO
What assistance are you seeking
  • Starting a business
  • Marketing/advertising your business
  • Financial management/planning
Are you starting a business as a result of being unemployed.NO
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