Booking System for Financial Consultants

Booking software fo use with financial consultants, CPAs and accounting firms

Booking System for Financial ConsultantsFinancial Consultants understand better than anyone that in business, time is money. Taking the time to sell and market your services costs more than actually providing your expertise to clients, obviously. With that being said, an efficiently-running firm will not only maximize consultants’ time but will result in reduced costs and better communication among clients and staff. Below are a few reasons why GigaBook, a booking system for financial consultants can help:

Using GigaBook’s booking system for financial consultants, firms are able to accept bookings online through their already-existing website. The client will see consultants’ current availability, and once the appointment is booked, all appropriate calendars are updated in real-time. Additionally, calendars are able to sync with third-party calendars like Google, Apple and Outlook, so there’s no need to worry about double-bookings or no-show appointments.

Try GigaBook’s Booking System for Financial Consultants

Client scheduling software also makes it easy to send notifications to clients about upcoming appointments or letting them know the appointment has been scheduled. If there is ever a change in schedule or last-minute cancellation, clients are notified immediately and automatically. Reminders can also be sent, which is helpful for staying organized among staff or if a consultant has a recurring client/appointment. These result in better overall communication and higher client satisfaction.

Another huge time-saver for consultants is the ability to automate redundant tasks like follow-ups or invoicing. With a booking system for financial consultants like GigaBook, they have the ability to create invoices, schedule when and to whom they will be sent and monitor the statuses of all of them. Again, freeing up much-needed time to provide their services rather than schedule them, book more clients and consistently grow their business while continuing to thrive.

These are just a handful of ways to save time and money through the use of a quality booking system for financial consultants like GigaBook! 

  • Accept bookings through your own website
  • Minimize no-show appointments and double-bookings
  • Calendars update in real-time and sync with third-party calendars
  • Send reminders and notifications to clients and staff
  • Streamline overall communication
  • Create, send and track invoices

Try it out with a free, 14-day trial and discover why GigaBook is a great solution to running a firm more efficiently!