Online booking for financial auditors

Whether you work as an independent statutory auditor or in a small firm, an engagement follows the same rhythm. It starts with a first meeting to understand the company and agree on the scope, then a planning meeting. Fieldwork brings a series of interviews with the accountant, the finance director, sometimes sales or purchasing managers, each needing the right person at the right time. The engagement ends with a closing meeting to present findings.

Every one of those meetings is usually arranged by email, with several people's calendars and a few rounds of "does Thursday work?". A booking page replaces that back-and-forth with a link.

On Book, each type of meeting is a service with its own description and an optional price, and you open slots for each at the length it takes. Most audit meetings are part of the engagement, so the price can stay empty or show "Free"; separate advisory calls can have their own price. Use the description to say what the meeting covers and what to prepare: trial balance, contracts, stock lists.

During fieldwork, open interview slots on the days you are on site and send the link to your client contact. Each person books the time that suits them, and you arrive with a clear interview schedule.

Each booking includes the person's name, email and phone, and an optional note where they can say what they'd like to discuss. They receive a confirmation email and you receive an email for each new booking. Reschedule or cancel from your bookings list and let the person know. Your calendar syncs with Google, iPhone or Mac, so audit meetings sit next to the rest of your week.

Book doesn't store working papers, documents or invoices; it only handles the appointments. It gives one booking page per business, not a calendar per auditor. It costs €5/month, everything included: unlimited bookings and services, no commission, no contract.

Your page shows times in your business's time zone, with its name displayed, useful for groups with sites in other countries. To fill a regular week quickly, create a slot once and repeat it on the weekdays you choose until an end date.