How to receive the gift describes how a business receives 📝The Gift, a free 📝Integrated Financial Model (IFM) built for it, by granting 📝"Accountant Access" to Quickbooks Online.
The Gift is the offer John Zdanowski and his team make when they meet new founders: building an Integrated Financial Model of the founder's business. After building and reviewing the IFMs of thousands of emerging businesses, the team frequently sees opportunity in recurring 📝Categories of Insight.
The process has two steps. The business grants Accountant Access to its QuickBooks Online company, which lets the team read the books without sharing the owner's login; the team then builds the model and sets up a time to talk with the founder about the business. The offer is an expression of the 📝Spirit of the Gift.
If you'd like The Gift of an IFM for your business, please provide Accountant Access to QuickBooks Online. We'll build a model and set up a time to talk to you about your business.