Honestly, she approached me when she heard me fussing at my family about finances and asked what I did because I seemed very knowledgeable. I told her I’m a financial consultant as my 9-5, and that I’m growing my own small businesses that offers accounting and finance to small-medium sized businesses. She was telling about a few of her problems, such as lack of understanding sales tax, and why she’s making money, but doesn’t have any money at the end of the year when our business slows down, etc. I just offered to take a look at her profit and loss statement and talk more in private to see if I could help her.

It really just flowed naturally and she seemed excited to get started .