Accountants, tax and financial advisers, and small offices in general spend a surprising amount of time on things that have nothing to do with their expertise. A client writes that they would like to meet "sometime next week", you suggest three times, they reply two days later, and in the meantime someone else has taken one of the slots. As tax deadlines approach, dozens of emails arrive asking when to come and what to bring.
Then there is the admin of running your own practice: meetings clients forget, proposals for bookkeeping sent out as Word files, and consultation invoices that only get issued at the end of the month because there is no time for them before.
1. Clients book meetings themselves
If you do not have a website, you can create one in the Homeearly admin in a few minutes, free of charge at homeearly.eu/firma/your-business. It uses the details already in the system: services with prices, such as an initial consultation, an online meeting or preparing a tax return, plus contacts, a map and office hours. Terms and conditions and a GDPR policy are generated automatically, and the design suits your profession.
A client clicks Book on the website, picks the type of meeting and sees free slots in the availability calendar. For more complex work there is an Enquire button where the client can describe what they need. If you own a domain, you can redirect it to the page.
If you already have a website, you change nothing. Embed the booking calendar or enquiry form with a single snippet of code, or add the link to your email signature or Google business profile. The value lies in what happens next: meetings, clients, quotes and invoices all in one place.
2. A calendar that guards your availability
View meetings by day, week or month and move them by dragging. The calendar syncs with Google, Outlook or iCloud, so nobody can book you when you are already elsewhere. If several advisers work in the office, each has their own working hours and appointments, and the meeting room can be set up as a resource. More in calendar, tasks and team.
3. Fewer forgotten appointments
- A reminder the day before by email, SMS or WhatsApp; clients can reschedule or cancel on their own.
- Follow-up reminders for the next visit, such as a regular consultation or documents for a tax return.
- Phone notifications for every new booking or enquiry, so you know about it straight away.
- Bulk reminders and message templates for when you need to reach all clients at once.
4. Enquiries and quotes without retyping
Client emails in your business inbox are offered as enquiries for approval, newsletters and auto-replies are filtered out, and the inbox itself stays untouched. Turn an enquiry into a quote the client approves online, and one click turns it into a job. For larger engagements you can set an hourly rate or a price agreed by scope. The client record shows the history of meetings, notes and attached documents.
5. Invoices and payments that take care of themselves
Issue an invoice with QR payment in a few clicks, bank payments are matched automatically, and a reminder goes out once an invoice is overdue. Log office expenses by snapping a photo of the receipt and export everything for your accounting records. The reports show revenue and which services earn you the most.
How it might look in practice
For illustration: on Monday morning you open the overview and see three meetings clients booked over the weekend, plus two enquiries from email. You send a quote for bookkeeping in response to one, and the client approves it that afternoon. On Wednesday the system sends reminders for Thursday's consultations, and one client reschedules on their own. At the end of the week you issue invoices, and by Monday you can see which have been paid.
Time saved, fewer missed meetings, faster payments and a professional impression from the very first booking. Find out more on the Homeearly for accountants and advisers page.
Try Homeearly for free
Signing up takes a minute: 30 days free with every feature, no credit card and no commitment. We set it up for Accounting / Consulting / Office right away — services, menu and wording — and you can create your website straight after signing up.