Unlock the full potential of your calendar—stop losing hours to double‐bookings, missed deadlines, and endless back‐and‐forth with staff. In this live, demo-driven webinar, Lee Reams II and Patrick Mahoney’s will show you how to transform your online calendar into an efficiency machine and even a revenue generator using CountingWorks PRO’s two-way sync with Google Calendar.
In this session, you’ll learn how to:
- Optimize Two-Way Sync: Set up real-time integration between CountingWorks PRO and Google Calendar so appointments auto-sync, preventing double-bookings and ensuring everyone on your team is on the same page.
- Manage Multiple Staff Calendars: Use roles, color-coding, and auto-assignment rules to streamline scheduling across bookkeepers, tax preparers, and advisory specialists—without the headache of group texts or endless emails.
- Monetize Your Calendar: Discover creative strategies to charge for premium time slots (evenings, weekends) and sell block-of-time packages, turning idle hours into new revenue streams.
Who Should Attend:
- Solo practitioners looking to streamline client scheduling and eliminate conflicts.
- Small-to-mid-sized firms aiming to improve team coordination and automate their booking workflows.
- Accounting and tax professionals interested in leveraging CountingWorks PRO’s calendar features to boost productivity, enhance client experience, and drive new revenue.
Why This Matters:
Your calendar isn’t just a scheduling tool—it’s the nerve center of your practice. When you master it, you free up time to serve more clients, reduce costly errors, and position your firm as a polished, trustworthy operation. Plus, by offering premium booking options, you can convert scheduling convenience into an upsell opportunity.
Ready to reclaim lost time and start monetizing your schedule? Join us for Tactical Tuesday #1 and turn your online calendar into a strategic asset.
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