Accountants, Outsourced Finance, and Financial Planners

Ensure every client is profitable

How to make sure your accounting firm isn’t loosing thousands of dollars a year with 2 tools and 3 simple workflows that can be setup in two weeks.

Simplify the key workflows that effect profitability

The "obvious" answer is "automation", but what do your automate? How? Why? and how do you make sure you’re not losing the personal touch that high-value clients expect? Simple...

Streamline Onboarding

Onboarding

Whether the intial meeting or 3 month check in, prevent clients getting suck in the onboarding processes with missing data and no one taking accountability. Build a process that collects the required data and leverages meetings to keep clients and the team accountable while buidling relationships.

Forms.: Collect data during the meeting booking process which incentivises the client to take action and have the data sent to relevant team members.
Fallback Options.: Allow multiple people to host onboarding calls with round robin or, select a fallback person when a key team member is unavalible.
Multi-host Mettings.: When an additonal team member is needed, you can share the one link that only displays times when you are both avaible.

Ensure every client is profitable

Year End Reviews

Keeping on top of all clients every month is simply impossible Partners & Client Managers. Leverage reviews (internal and with your client) initiated by the Year End work, this gives you the most leverage and an opporunity to get ahead of any issues.

Event types.: Create custom booking pages to make it clear what the meeting is about and what is needed to prepare for internal and client meetings.
Multi-host.: Share the on link that ensures both the Partner and Client Manager will be avaible for the meeting.
Branded links.: Links are clearly labled with your company name and what the meeting is about so they are easy to share and clients book with confidence.

Scale your sales engine with confidence

Sales

Confident you no longer losing money on any clients you can focus on optimising the sales process to grow the business.

Multi-host options.: Ensure someone is always avalible for the meeting with options like Round Robin, Multi-host or fallback options that you can contol.
Forms.: Add forms to the booking process so you have key data ahead of the call sent directly to your inbox.
Embeddable.: Embed booking forms into pages on your website, in your maketing funnel or simply share a link in your email, whatever works for you.

No need to start from scratch

Integrates with your existing tools & workflows

Having your booking pages accessible with a link means everyone already knows how to share them and they can easily be integrated with your current set of tools.

You can simply paste the link into; task lists, docs, emails, email footers, blog posts, web pages, SMS messages, social media profiles… anywhere your clients are.

Built with input from 200+ modern accounting firms

Our team has worked with more than 200 accounting firms, with teams from 5 to 150+ staff, acorss the world so we've focused on the features that save time as the team evolves while not sacrificing the user experience

Multi-host Booking Pages: Allow clients and prospects to book calls with more than one person, ensuring all are available for the meeting by sharing a single link.
Standardise & Manage Meeting Types: Individuals can create their own booking pages & admins can create event types that anyone in a team can use, ensuring consistency for the client but also allowing for fallbacks if the team member is no longer available.
Capture Data: Add customised forms to booking pages to collect data ahead of meetings & save contact data for anyone who schedules a meeting which can then be pushed to other systems.
Connect Multiple Calendars: Each team member can connect multiple calendars (personal and work) to ensure their availability is accurate & up to date, while maintaining privacy.
Flexible Fallback Options: When a specific team member isn't available, you can allow clients and prospects to select a team member, you can select someone or you can nominate someone automatically with "round-robin".
Provide a Professional Experience: Add your brand name to the link, then your logo with an image of your team member's details to booking pages so clients book with confidence.

Getting setup

As you probably have a practice management solution and email in place, getting started is really simple - you can get started in minutes...

1 Sign up or invite a colleague: If you are the first to sign up, you can create an account. Then you will be able to invite colleagues to join you.
2 Connect your calendars: Connect your calendars to calendr.so and customise your availability to maintain control of your calendar.
3 Share calendar links: Share your link with your clients and prospects. When they book it will be added to your calendar.

Testimonials

What accountants & operations leaders are saying about calendr.so

“I built calendr.so to help accountants and operations leaders save time and money by automating the booking of calls and meetings after I saw just how powerful adding 3 simple workflows with the right tools can be when trying to scale your firm.”

Peter Grillet

Operations Consultant & Founder of calendr.so

Aaron Lee

Implementation Specialist at Karbon

“Once your firm grows beyond a certain size, you need to start thinking about how to scale your operations. calendr.so is a great tool to help you do that while keeping an eye on your profitablity as the clientbase and team grow.”

Rowan Van Tromp FCCA

Snr Success Manager at Karbon | Director at App Advisory Plus

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