Are We A Good Fit?

Quick Questions

To Know if We Are a Good Fit

Some businesses that I accept are (but are not limited to):

  • Hair stylists, barbers, salon owners
  • Makeup artists, massage and spa, beauty
  • Restaurants, coffee shops, bakeries, food trucks
  • Photographers, videographers, artists, and creatives
  • Event venues and event planners
  • Coaches, consultants, advisors, and planners
  • Real estate agents, investors, landlords
  • Appliance repair, HVAC repair, pest control
  • Auto and small engine mechanics
  • Landscape, lawn maintenance, tree service


If you answer “yes” to most of the questions below, the odds are good that we will be a good fit regardless of the industry you are in.  If this is the case, I encourage you to schedule a time for a free consultation so we can discuss it further.

  • Are you reasonably knowledgeable about computers and working online?
  • Are you comfortable with virtual/online meetings?
  • Do you have a device equipped with a camera and speakers that you can use for virtual/online meetings?
  • Are you comfortable with your bookkeeping being done online using QuickBooks Online software?
  • Are you comfortable giving me “view only” access to your online accounts?  This would include checking, savings, credit cards, mortgages, loans, etc.
  • Are you comfortable giving me access to your point of sale and payment software (Clover, Square, Toast, CashApp, etc.)?
  • Are you comfortable paying me through ACH/automatic bank draft every period (monthly or quarterly depending on your account)?
  • Are you willing and able to meet online once each period (monthly or quarterly depending on your account) to go over any questions I have about your account and for me to answer questions you have?
  • Is your business service-based?  Meaning you provide more services than physical products.
  • Can you refrain from using profanity during our meetings and communications?
  • I’m a work-from-home mom and, though I have a private space for meetings, my children do sometimes interrupt meetings.  Are you comfortable with this?
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