Accountable Reimbursement Request
Our accountable reimbursement plan only covers:
- All meetings must be in pursuit of business related material.
- If client is a friend/family member and a request is submitted, there is a good chance it will be denied.
- It is expected of you to push for Zoom or Phone Calls first, but occasionally, face to face meetings will be necessary
- Meals/coffee/drinks with client
- You may not exceed $100 for this expense without prior written approval.
- We'll cover $.58 per mile
- Does not include commuting expenses to and from our office(s)
- You may not exceed 50 miles for this expense without prior written approval
- If you determine that a client could benefit from a gift, you have the ability to send birthday/holiday or special occasion gifts of up to $25.
- All gifts must get prior written approval.
- Office Expenses
- This is handled on a case-by-case basis and must get prior approval to be reimbursed for any office-related expenses.