Heartfelt Client Gifts For A Florida CPA

Heartfelt Client Gifts For A Florida CPA

Project Details:

Wonderfully Made Client: Karen Bahn with Bahn CPA
Recipients: Her 2023 Clients
Gift Goal: To give heartfelt gifts to all of her clients. Gifts that reflected her brand's aesthetic, but that didn't have her logo on everything. She wanted the gift to be about them, not her.
Brand Aesthetic and Color Palette:

Bahn CPA Modern Tax Strategist website homepage which reflects her brand's aesthetic and color palette
Other Details: She loved the idea of having 2 gift options. 1 for her seasonal clients and 1 for her year-long clients. She also wanted to incorporate a quality notebook and mug.

Karen asked that we simply view her website to get a feel for her brand. She likes deep purples, light purples, navy and European feels.

After our consultation, we got to work researching products that matched her brand without screaming "Bahn CPA!", found products her clientele would enjoy, and made sure to fit the gift options within her budget.

Karen was thrilled with the outcome, and we were so excited to get these gifts coming, put together and sent off to her clients!


End-Results:

Items used, designed and/or sourced by Wonderfully Made:

  • Faux leather journal with Bahn CPA logo etched on the cover
  • 65% dark chocolate with coffee bar by Lumineux
  • Box of lemon poppy cookies by Makabi & Sons (featuring a picture of a vespa scooter and the leaning tower of Pisa -- that European feel Karen enjoys so much)
  • Steeped coffee bags by Methodical Coffee (Gift #1 only)
  • 10oz crystal mug etched with the Bahn CPA icon (Gift #1 only)

Karen Bahn CPA Luxury Custom Gifts Karen Bahn CPA Luxury Custom Gifts Karen Bahn CPA Luxury Custom Gifts

Karen Bahn CPA Luxury Custom Gifts

 

Gift #1 Packaging: Lavender, quality paper, magnetic flap gift box, held shut by a dusty blue ribbon sealed with a silver wax seal, and accented by a Bahn CPA hang tag. The inside was filled with white crinkle paper filler to gently hold the items in place, and make them stand out upon opening the gift box.

Karen Bahn CPA Luxury Custom Gifts

Karen Bahn CPA Luxury Custom Gifts

Gift #2 Packaging: Because the gift's items were all flat, we decided a gift vessel was not needed! The 3 items were tied together with the dusty blue ribbon, sealed with a silver wax seal, and accented by a Bahn CPA hang tag.

Karen Bahn CPA Luxury Custom Gifts Karen Bahn CPA Luxury Custom Gifts

As is our mission, these classy, on-brand (but not all-about-the-brand) gifts helped Karen and her team connect with her clients on that deeper-than-the-transaction level that so many female, gentle business owners want. We were so happy to help, and look forward to working with her again in the future.

If you're in need of gifts for an upcoming holiday, event or clients, click here to inquire about our business gifting services. If the custom gifting route feels right for you, fill out this inquiry form. We look forward to simplifying sincere connection for you.

Take care,
- The WM Team

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1 comment


  • Catina Everman

    I absolutely love how this project turned out! The balance between elegant packaging and thoughtful, brand-aligned gifts is spot on. It’s refreshing to see a client-focused gift strategy that puts the spotlight on the recipient rather than the business itself. The choice of European-inspired items like the lemon poppy cookies and the coffee is perfect—such a nice personal touch. Karen’s clients are going to feel truly appreciated!


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