Core tools for an accounting firm — robust bookkeeping for clients, easy scheduling for consultations, and meeting transcription for keeping accurate notes.
Estimated combined subscription cost
Total for all tool subscriptions below — paid directly to each provider
Integration score: 47%
| Tool | Monthly | Annual |
|---|---|---|
Q QuickBooks Online | $99/mo | $1188/yr |
C Calendly | $12/mo | $144/yr |
O Otter.ai | Free | Free |
| Total | $111/mo | $1332/yr |
Estimated time: About 50 minutes
Set up QuickBooks Plus with multi-user access and class tracking for clients
Create appointment types for consultations and tax prep meetings
Set up Otter.ai to join meeting calls for automatic note-taking
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Your step-by-step guide to getting Accounting Firm Starter Stack up and running
Get your essential business tools up and running · ~0.8h