Online booking for bookkeepers
A bookkeeper schedules three kinds of meetings: an intro call with a new owner, an onboarding session to connect accounts and set rules, and a recurring monthly or quarterly review. A booking tool built for them offers each with the right length, collects what you need beforehand, and keeps close week free of meetings.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your bookkeeper to hand to AI first, what we would build, and roughly how long it takes.
Three meetings, three setups
The intro call is short and needs only a few facts. Onboarding needs logins and statements ready. A review needs the reports done. Each booking page can ask for exactly that.
Let the booking form ask which accounting software they use and how many bank accounts and cards connect. You will know whether the session is simple or long.
Protect close week
Block the days when you reconcile and close. Clients choose from what is open, and nobody has to explain why not Tuesday.
Offer short office hours for quick questions, so small asks do not become full meetings.
Recurring reviews
Set a standing slot for clients who want a monthly look at the numbers. Reminders go out ahead, and the report arrives before the call.
Include the report in the reminder so the call starts with the numbers in front of both of you.
Picture this
Examples of what it can look like. Illustrations, not clients.
A new client books an onboarding session and is asked to have her bank and card statements ready.
A monthly review is booked for the second Thursday for the next six months, with the report sent the day before.
During close week, only intro calls are offered, and only in the afternoon.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“other than a call made for emergency purposes or made with the prior express consent of the called party”
Sources
- 47 U.S.C. § 227 (TCPA): Consent rules for automated calls, prerecorded voices and texts.
- IRS: Circular 230: The rules for people who practice before the IRS.
- SBA: stay legally compliant: The Small Business Administration’s checklist for licenses, taxes and rules.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your bookkeeper to hand to AI first, what we would build, and roughly how long it takes.
Questions
Can it connect to my calendar?
Yes. It reads your calendar so it never double-books.
What about time zones?
It shows each person their own time, which matters if clients are spread across states.
Can clients book from my email signature?
Yes. A booking link in your signature gives every email a way to turn into a meeting.
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What Westward builds for this
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