For accountants
Your clients look you up by your firm’s name, not ours. Put your page on your own address, take tax-season appointments without the phone ringing, and charge the monthly clients by card.
Every client in the same three months
The phone rings all of March with people asking whether you have time.
Clients search for your firm, find your website, and then email to ask how to book.
Small monthly clients pay late because nobody likes paying an accountant.
What’s different for accountants
Your page on your own address
Put your page on a subdomain you own, like book.yourfirm.com, by pasting two rows where you bought the domain. The workwith.page address keeps working too.
Monthly clients on a card
A monthly offering is charged to the client’s card each month, and a card that fails shows up on Today with a link to send them.
Your page on the first day
This is the consulting setup, and it’s what your page starts with. Change any of it where it appears.
- Clients can book from tomorrow onward.
- Moving or canceling is free up to 24 hours before.
- There are 15 minutes clear after every session.
- Before booking, your page asks: “What should I read before we talk?”
Your engagement letter opens with this: Advice is given in good faith on the information you share; decisions and outcomes stay yours.
Questions accountants ask
Should an accountant charge a fixed monthly fee?
For ongoing work, yes. A fixed fee for a defined service is easier for a small business to budget, and you aren’t timing every email.
How should accountants handle tax-season bookings?
Publish the appointment times and let clients pick one. Fewer calls, and the hours you keep for preparing returns stay clear.
What should an accountant’s engagement letter say?
The services, what the client provides and by when, the fee and when it’s due, and the limits of what you’re responsible for.
What it doesn’t do for you
There’s no tax software, no document portal for returns and no e-signature for filings. Prepare and file through the tools you use now.
Others who start from the same setup
Independent consultants · Fractional executives · Marketing consultants · HR consultants · Startup advisors · Speakers · Bookkeepers · Grant writers · IT consultants · Workshop facilitators · SEO consultants · Corporate trainers · Management consultants · Data consultants · Sustainability consultants · Independent recruiters · Strategy consultants · Cybersecurity consultants · Restaurant consultants · Privacy consultants · AI consultants · E-commerce consultants · Change management consultants · Pricing consultants · Procurement consultants · Customer success consultants · Export consultants · Fundraising consultants · Operations consultants