Discussed in depth her business, current bookkeeping (Quicken). She is unable to produce reports for her CPA. Thinking of moving to Quickbooks and would need training and set-up. Discussed in depth. As this is her busiest time of year suggested that she wait as she would not have time to devote to learning a new system (she stated that she did not want to spend any additional time per month than what she spending currently). With that in mind, I told her that I felt that learning an entirely new system would require more hours devoted to learn it and begin using it. Also suggested a consult with her directly to see if I could get Quicken to produce reports which would negate the need to change systems. She was going to think about her options.

• Other –indicator for non-progression

• None of the Above

• Exploring a business idea
• Expanding your business
• Marketing/advertising your business
• Financial management/planning
• Accounting assistance

Before Covid I had run my retreat where people would come and stay for a weekend or sometimes a month but not much longer. With Covid I had to have guests stay longer and now I am trying to go back to having guests only visit short term (one week min up to a few months) but the numbers do not add up. I am making more with longer term guests but want to figure out how to manage everything and go back to my former plan. I am older and have had serious health issues so having the longer term has been good for that too. I need to find a way to attract guests who want to come to Flower Hill Farm Retreat for what it is -- make it the destination. Thank you for any help with this. Carol