What we do:
Occasionally Made designs classic giftware with a trendy twist, including glassware, jewelry, tote bags and accessories. Perfect packaging, price points and programs are characteristics of which they are most proud. Occasionally Made products are available in more than 4,000 retail locations nationwide.
How Meadows Urquhart stepped into our shoes:
We’ve been working with Kelli for about 5-6 years, since the launch of Occasionally Made. When we started out, we were really small and hardly ever profitable. We’re still a small business, but now we do show profit, and Kelli has helped us understand what to do through those different phases of business. When you have six employees and you’re consistently profitable, there are new rules and new things you have to worry about. I meet with Kelli once a quarter to talk about everything: IRAs, expenses, tax strategizing, even hiring issues. She’s really been there for us through it all.
— President Tracee Martin Mathes
