Client Gifting Budget and Send Tracker for Professional Services Firms
Why This is an Opportunity
Professional services firms spend tens of thousands annually on client gifts but have zero systematic tracking. The compliance angle is particularly sharp: financial advisors have FINRA limits, government-adjacent clients have gift caps, and tax deductibility rules require documentation. Partners end up sending duplicate gifts to the same client, or worse, sending nothing to a top client because everyone assumed someone else handled it. The app is a client registry with gift log entries (date, occasion, item, value, sender), budget tracking with alerts, and a compliance flag system based on configurable thresholds. Pure CRUD with some simple arithmetic. Easily one session.
Key Pain Points
- •Two partners independently send holiday gifts to the same client, creating an awkward and wasteful duplicate
- •No firm-wide visibility into total gifting spend until someone reconciles credit card statements months later
- •Compliance officer has no easy way to verify that gifts to regulated-industry clients stay under legal thresholds
- •Tax season arrives and the firm scrambles to document which gifts qualify for business expense deductions
- •New hires and junior staff have no way to see a client's gifting history before suggesting a gift for a meeting
Original Discovery
Accounting firms, law firms, and wealth management practices send gifts to clients for holidays, deal closings, birthdays, and referrals. Partners and relationship managers each handle their own gifting, leading to duplicate sends, blown budgets, and compliance blind spots (some industries cap gift values). Right now this lives in someone's head, a shared spreadsheet nobody trusts, or not at all. A simple app where the firm maintains a client list with gifting history, sets per-client and total budgets, logs each gift with value and occasion, and flags when a gift might exceed compliance thresholds.
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