| USERID | 261 |
|---|---|
| CID | 800 |
| 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 | 06/25/2023 |
| Consultant | Rosemarie Goyette |
| Time Spent | 3.25 |
| Type of Entry | TA |
| Report Year | 2023 |
| Purpose | Quickbooks Accounting |
| Notes | Resolved all outstanding issues with client's accounts receivable. Accounts are in balance as of 6/24/2023, all problems reconciled and accounted for which included write-offs, corrections etc. Also resolved all issues with bank reconciliation in various bank accounts and assistance with discrepancies. All bank accounts reconciliations resolved through 5/31/2023. |
| Business Milestones |
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| PLEASE CONFIRM CLIENT USER INFORMATION | |
| Town of Residence | Ashfield |
| Name | Heather Riccillo |
| Email hidden; Javascript is required. | |
| Home Address | 725 General Knox Rd Russell, Massachusetts 01071 Map It |
| Cell Phone | (413) 563-3492 |
| 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 | NO |
| Which Best Describes Your Age Group? | 45 to 59 |
| Household Size | 4 |
| Income Level Based on the Chart Above | Over Income |
| Business Name | J&A Overhead Door |
| Type of Business | Garage door company |
| Business Address | 1006 Southampton Rd Westfield, MA 01085 Map It |
| Total Number of Employees (including owners) | 3 |
| Number of Full Time Employees | 2 |
| Number of Part Time Employees | 0 |
| What best describes your business status now? | Established (business open for 1 year or more |
| Is this business Woman Owned? | NO |
| 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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| Are you starting a business as a result of being unemployed. | NO |
| Untitled | First Choice |
