Anna Lewis
Mon
1
is there a way to see money that is still expected not just what has come in
Helen
Online booking for financial advisers and accountants
Financial advisers, accountants and tax specialists open booking behind one link: the client sees each format with its length and fee, picks a free hour and fills in a short form before the meeting. Bookings land in your calendar, and every enquiry and note stays in the CRM.
What a finance practice gets
The fee known up front. A meeting that starts on the numbers. Clients back before the deadline.
Bookly takes on the booking, the form before the meeting and the history of every enquiry, so your hours go on the numbers and the advice instead of on arranging them.
Fees without a thread
Show the format and the fee before the first message arrives
Most enquiries to a finance practice open with a question about the fee, and a good share of them end there, because the answer comes back a day later. Your page carries the formats instead: a short consultation, a review of a return, a first meeting before a retainer, each with its own length and price. The client picks one and books the hour themselves, even at half past eleven at night.
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Consultation formats with their length and fee
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Booking open to clients around the clock
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One link for Instagram, your site and your email signature
A meeting with the figures ready
Start the billed hour on the numbers, not on collecting them
With no preparation the first half hour goes on what the client could have sent in advance: which tax regime they are on, last year’s turnover, the loans and investments already running, which banks hold the accounts. A form sits on the page next to booking, so you open the meeting with the figures already in front of you, and a reminder the day before keeps the hour where it is instead of freeing it up thirty minutes before the start.
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A form about income, structure and the question at hand
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The form lives on the page next to booking
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An automatic reminder the day before the consultation
Back before the deadline
Do not lose a client between one quarter and the next
Money keeps a calendar of its own: the quarter closing, the annual return, a portfolio due a review, a budget to redo after the income changes. The client card shows when they were last in, what you advised and what you agreed, so the nudge about the next meeting goes out while it still helps, not a week after the deadline has passed.
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History of enquiries and consultations given
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Notes on how the client is set up and what was agreed
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The next meeting in two clicks
A quick start
How to open online booking in a finance practice
One evening gives you a page where clients see the formats, the fees and the hours you are free, and gives you their answers before the meeting. No separate website and no technical skills needed.
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Put the practice page together
Add your name or the firm’s, what you cover, such as tax, bookkeeping, investments or financial planning, and how to reach you. This is what you send people instead of asking them to message you.
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List the consultations you give
Give every way into the work a length and a fee: a short consultation, a review of a return, a first meeting before a retainer. Put the form beside it so the figures are in before you meet, and if colleagues work alongside you, say who takes which consultations.
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Open the hours you really take
Leave clients only the time you keep for meetings and close the days you spend filing. Put a buffer between consultations for notes and calculations.
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Share the link
Put it on your site, on your LinkedIn profile and in your email signature, wherever clients look for you. Every new booking shows up in your calendar at once.
What your client sees
Fewer questions in the chat. More meetings confirmed.
Clients find the answers about fees, length and free time on their own, at any hour of the day, from any device.
Booking in two clicks
The client sees how long a consultation runs and what it costs, then books one of the free hours. No calling during office hours and no waiting on a reply.
Only your consulting hours
The calendar opens just the time you give to meetings. Filing days, trips and days off are never offered to clients as free.
Questions in a form, not in a chat
What you ask at the start of every first meeting, the tax regime, the turnover, what is already running and the actual question, collects in a form on the page.
Booked from a phone
The page works the same on a phone and on a laptop, so the client books an hour on the way home or straight from your post.
The result in numbers
The figures are in before you meet
A short form on the page collects what the client is bringing, so the consultation starts with the numbers rather than with gathering them.
Try for free
24/7
Clients book an hour in the evening or at the weekend
3 min
To add a consultation with its length and fee
100%
Of reminders go out automatically
30+
Integrations, calendar and Telegram among them
(4.9/5)
500+ businesses already run on Bookly
Fewer Lost Leads.
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Loyal Clients.
Attract clients, take bookings, automate communication, and track results — no complicated setup.
Have a question about Bookly for finance?
Ask it here. The answer appears under your question and lands in your inbox, and stays on the page for the next person looking for the same thing.
Already asked
can i export my income numbers for my own accountant
Paul
Bookly team
Yes. Finance Analytics lets you download a CSV with the date, income, expenses, profit, bookings and average check for the period. The export is available on desktop.
just now
Awaiting an answer
Yes. What you publish is not the whole engagement but the way into it: a consultation, a review of the accounts, a first meeting before the retainer starts. The terms of the ongoing work are still agreed at that meeting, and booking only removes the step of settling a time.
Yes, a form sits on the page next to booking: the tax regime, the turnover, any loans and investments already running, the question at hand. The answers collect in the form itself, so there is time to read them before you meet.
Yes. If that is how you work, payment becomes part of the booking: the hour is held for the client only once it goes through. Together with the reminder it noticeably cuts the consultations that fall apart at the last minute.
The consulting schedule is yours to set: in the busy weeks you can leave two or three hours open, or close booking altogether and reopen it once the filing is done. Clients only ever see what is genuinely free.
The consultation description says where it happens, online or at your office, and the client gets those details along with the booking confirmation. The reminder goes out the same way, whichever format it is.
Only you and the people you give access to inside your workspace: on the Team plan, up to three members of the team work under their own accounts. Your practice’s data is never mixed with anyone else’s.
Yes. Create an account and set booking up with no card and no commitment.
Other niches in this industry
Bookly is not only for finance. Pick your own line of work: the same tools are there, arranged around different days.
Online booking for financial advisers and accountants
Bookly is a Ukrainian online booking and CRM service for financial advisers, accountants and tax specialists: clients see each format with its length and fee, pick a free hour and fill in a short form with their figures beforehand. Every enquiry and your notes stay in the CRM.
An enquiry to a finance practice almost always opens with two questions: what a consultation costs, and whether you work with people in their situation. While the answer is typed between two meetings, the same person has written to three other advisers and booked with the one whose price and free time were visible at once. You type the same five answers by hand every day, and the hours you did keep free stay empty.
A booking page takes that conversation over. It shows the ways into your work, a short consultation, a review of the accounts or a first meeting before a retainer, each with its length and fee, alongside the hours that are genuinely free. The client picks a time and gets a confirmation, while the booking lands in your calendar. Money sent in advance goes into Finance as a Deposit operation, and together with a reminder the day before that cuts the number of hours which come free again minutes before the start.
The second thing a practice gets back is the beginning of the meeting. A short form before the consultation collects what the client can perfectly well send in advance: the tax regime, the turnover, the loans and investments already running, the question they actually have. The billed hour starts on the numbers rather than on learning the situation. Where several people work together, such as a bookkeeper, a tax adviser and a financial planner, each has their own schedule and their own list of consultations, and a shared calendar shows how busy the practice is as a whole.
Financial work has its own rhythm: the quarter closing, the annual return, a portfolio due a review, a budget to redo after the income changes. The CRM holds the whole thread, when the client came, in what format, what you advised and what you agreed, so the next meeting starts where the last one stopped. And the page itself works as a single link for your site, LinkedIn and your email signature, so there is no separate website to build.
Bookly team