Family, friends, clients and drivers all have birthdays. Forgotten ones cost goodwill; last-minute gifts cost more money.
Make the list once
- Name and birthday.
- Who they are: family, friend, client, team.
- A budget for each.
- Gift ideas as you hear them during the year.
Plan the money
Add the budgets for the year and divide by 12. Setting that aside monthly means no birthday month hurts.
Our birthday list shows who is next and adds birthdays to the back office calendar.
General information, not legal, tax or financial advice.
This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.
