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.
Map your practice: see what could run on its own
Enter your website. The Brain reads it and shows every step of your bookkeeper that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
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 in a bookkeeper. 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.
Map your practice in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your bookkeeper that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
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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