What is Method Matching?
Method Matching is our process for pairing you with the right virtual assistant or bookkeeper. Skills alone do not make a great fit. We match on competency and chemistry: skill set, personality, culture, and capacity. People make the match. It is not an algorithm.
What does competency and chemistry mean?
Competency is what a professional can do. Chemistry is how they do it with you. You need both for a partnership that lasts.
| Factor | What it covers | Why it matters to you |
|---|---|---|
| Skill set | The tasks and tools the professional handles well | Work gets done right from day one |
| Personality | How they communicate and solve problems | Working together feels natural |
| Culture | How your team works and what it values | They fit into your business |
| Capacity | The hours they have free to support you | You get steady, reliable help |
Who is in the pool before matching starts?
Competency is checked before you ever see a name. Every virtual assistant and bookkeeper on our team clears multi-stage interviews, skills assessments, background checks and an NDA before they meet a client. All of them are based in the United States.
How do we learn about you?
We start with the free discovery call. It lasts 30 minutes. We learn your business, your working style, your goals and what you want to hand off first. You can also answer our questionnaire about what you are looking for and what you know works best for you. Our VA matching quiz is a fast way to start.
Why do soft skills matter?
Soft skills include tangible abilities, such as strong presentation skills, and intangible qualities, such as emotional intelligence. An assistant with strong soft skills is a proactive problem solver. They manage interpersonal dynamics, resolve conflicts, and give your customers good service.
A qualified assistant who is wrong for how you work is still the wrong assistant. That is why chemistry sits next to competency in our process.
Why is the match made by a person?
A person can hear what a form cannot. Our team takes time to learn your business so we can pair you with the right assistant the first time. These partnerships are built through understanding, not an algorithm.
Katie Howard of KH Consulting said: “Peachtree’s matching process is amazing. It’s miraculous to me how perfect my virtual assistant is for who I am and what I was looking for.”
What happens after the match?
You meet your match within 10 business days or less. We run a kickoff call so you see the impact from day one. A dedicated Relationship Specialist then oversees your partnership and onboarding. You can read the full steps on the how we work page.
What if the match is not right?
We rematch you at no extra cost. This is our 100% Matching Guarantee, and it has no expiration date. We already know your business, so you do not start over from scratch.
Does Method Matching work for other services?
Yes. Bookkeeping matches use your consultation call to find the best-fit bookkeeper. Our recruitment service applies the same Method Matching framework to full-time placements.
Ready to be matched?
Start with a free discovery call. Book a free strategy call, or explore our virtual assistant services.
Frequently asked questions
What is Method Matching?
Method Matching is how we pair you with a virtual assistant or bookkeeper. We match on competency and chemistry: skill set, personality, culture, and capacity. These partnerships are built through understanding, not an algorithm. A real person who knows your business makes the match, and most clients are matched in as little as 10 business days.
Why do soft skills matter in a match?
A qualified assistant who is wrong for how you work is still the wrong assistant. Soft skills such as emotional intelligence and communication help your assistant solve problems early and work well with your team and customers.
Is Method Matching done by software?
No. A real person who knows your business makes the match, not an algorithm. We take time to learn how you work, what you value and what you want to hand off. That lets us pair you with the right professional the first time, instead of leaving the choice to a form.
What if the match is not a good fit?
We rematch you at no extra cost. Our 100% Matching Guarantee has no expiration date. Tell your Relationship Specialist and the matching starts again. We already know your business, so you do not start over from scratch.
How long does Method Matching take?
Most clients are matched within 10 business days or less. That time covers the free 30-minute discovery call, the match itself and the introduction to your assistant. After the introduction, we run a kickoff call, and a dedicated Relationship Specialist stays with the partnership from then on.
