Gift CPAs

Gift CPAs provided comprehensive bookkeeping services for a marketing agency. The firm was retained by the new owner who had previously been an employee and had seen the benefits of their services. Gift CPAs took care of weekly payables, monthly sales tax payments, monthly bookkeeping including bank reconciliation, and tax estimates. The owner met with the accountant at least twice a year to review the company's performance. A team from Gift CPAs, including a partner, an accountant, a bookkeeper, and administrative assistants, worked with the client. The client appreciated the firm's availability to answer any unexpected questions and found their monthly fee to be reasonable.

In another project, Gift CPAs managed business and individual taxes for a financial company. The firm was chosen for their focus on small businesses and their monthly service fee structure, which encouraged the client to reach out for advice without fear of additional costs. Gift CPAs also handled all accounts receivable and payable using QuickBooks. The client worked with a dedicated CPA and bookkeeper team from the firm and appreciated the proactive approach allowed by the fixed monthly fee. The client's relationship with the firm was strong, and they were confident that other team members would step in if necessary.