Scheduling Assistant: Seamless Meeting Management for Your Business

Time is one of your most valuable resources, and keeping your financial meetings, payments, and reporting cycles organized is essential to smooth operations. Our Scheduling Assistant, included in all subscription plans, ensures your appointments with our team are booked efficiently and without hassle.

Whether you meet daily, weekly, monthly, quarterly, or annually, this service keeps your schedule aligned with your accounting needs.

Your Scheduling Assistant will:

• Schedule meetings and check-ins with our team

• Manage availability and prevent scheduling conflicts

• Send reminders and confirm appointments

• Keep all communication regarding meetings organized in your client portal

This service adapts to your subscription level, providing the right support frequency for your business.

Benefits by Subscription Level

Platinum – Daily Coordination

• External: A personal assistant keeps your financial meetings, payments, and reporting cycles organized.

• Internal: More focus, less friction—your time is managed as seamlessly as your finances.

Gold – Weekly Coordination

• External: Weekly coordination ensures meetings and reviews stay aligned with your accounting cycle.

• Internal: Organization and efficiency so you never miss key checkpoints.

Bronze – Monthly Coordination

• External: Keeps your meetings and accounting check-ins running smoothly.

• Internal: Saves time and mental bandwidth so you stay focused on your business.

Copper – Quarterly Coordination

• External: Makes quarterly coordination easy by helping plan meetings and reminders.

• Internal: Convenience and structure so you stay on track with your accounting cycle.

Starter – Annual Coordination

• External: Keeps communication organized so meetings happen without back-and-forth emails.

• Internal: Relief knowing scheduling is handled efficiently and professionally.

The Bottom Line

With a Scheduling Assistant, your meetings, check-ins, and reporting cycles are always organized, freeing you to focus on your business. From daily touchpoints to annual reviews, this service ensures smooth coordination and reliable scheduling — helping you maintain clarity, efficiency, and a bigger bottom line.