Hiring a Bookkeeper or Accountant is Easy with Gift CPAs

Your first point of contact is with a Relationship Manager. It’s ideal for us to meet with the owner/partners of the business in order to have the best overall picture of the business’s objectives. Your Relationship Manager will learn about you and your business, your struggles and successes, and most importantly, your goals. She will be available to answer any questions you might have and provide you with an understanding of our processes and various services that suit your business.

Depending on your needs, we may ask for necessary documents such as bank statements, access to your accounting records (QuickBooks, QBO, etc.), point of sale information, financial statements, and your most recent tax returns (including Schedule E).

We’ll issue you a secure, online portal link where you can upload these documents to our team for review.

Once we get a good idea of your current financial situation, your Relationship Manager will schedule an in-person meeting with you to go over our recommendation of services, the monthly fee associated with the services, and any next steps.

Of course, we are happy to answer any additional questions you may have.

If you agree to work with Gift CPAs, a service agreement will be presented to confirm the services proposed for you to sign. The first month’s fee and one-time set-up fee are also due.

As we prepare for your installation meeting, your Relationship Manager will work on finding the best Accountant and Bookkeeper team to meet your and your business’s needs.

Your Relationship Manager will schedule an installation meeting, during which you will officially meet your dedicated Accountant and Bookkeeper team. This meeting usually occurs about a week after you sign the service agreement.

Communications will move from your Relationship Manager to your new accounting team. But don’t worry—your Relationship Manager will always be available to you. Your new accounting team will serve as experts in coaching and will provide you with guidance and advice on how to address the day-to-day challenges of business operations and develop plans for reaching big-picture objectives and long-term goals. Establishing clear, mutual expectations will be important during this meeting. We will cover objectives and establish deadlines so we all remain on the same page throughout our journey.

We ask that you bring any additional questions you may have and the remaining necessary documents to this meeting.