Accountants, financial advisors, consultants, bookkeepers, business coaches, marketing agencies — the consultation calendar, the retainer invoicing, and the dual-pricing payments that make professional services feel as professional as they should.
Consultation booking · intake forms · retainer invoicing · milestone billing · dual-pricing payments · client newsletters · firm SOPs.
Accountant, financial advisor, consultant, bookkeeper, coach, agency — different daily realities, different starting tools. Calendefy for the consultation calendar. Invoicefy for the retainer invoicing. Practice Pays for dual pricing on big retainers. Each card below points to the product that solves the primary daily need.
Tax-season retainer billing, year-end engagement letters, multi-client invoicing, deductible expense tracking.
Invoicefy for CPAs →
Discovery call booking, quarterly review meetings, intake forms (assets, goals, timeline), client portal access.
Calendefy for advisors →
Scoping call booking, project kickoff meetings, weekly check-ins, post-engagement debriefs.
Calendefy for consultants →
Monthly retainer billing, hours tracking, multi-client reporting, recurring service plans, client expense capture.
Invoicefy for bookkeepers →
1-on-1 session booking, group cohort scheduling, package purchases, recurring weekly check-ins.
Calendefy for coaches →
Multi-client retainer billing, scope-creep change orders, deliverable tracking, milestone payments.
Invoicefy for agencies →A CPA misses a tax-season prospect because the booking link goes to a 90s-era Outlook calendar. A consultant invoices a $20K retainer through a free PDF tool and waits 30 days for ACH. A coach loses a client because the welcome email sequence was supposed to go out and didn't. The work is professional. The software around it isn't.
"The consultation. The retainer. The follow-up. Three things every professional services firm runs on — and one stack that runs them all." — Cacele Apps
Calendefy makes the consultation booking feel like the rest of your firm — modern, professional, friction-free. Prospects self-book; intake forms capture context; the firm sees one calendar across every partner.
Invoicefy handles the retainer billing — monthly recurring, milestone-based, hourly time tracking, scope-creep change orders. Practice Pays adds dual pricing so card fees on big retainers don't eat margin.
Calendefy is the consultation booking system for professional firms. Prospects self-book on a public link, fill in intake context (situation, pain, budget, timeline), and the right partner sees the meeting on a unified firm calendar with everything they need before walking in.
Prospects tap the firm's booking link from your website, LinkedIn, or referral email and pick a slot — discovery call, scoping meeting, quarterly review, or weekly coaching. Intake forms capture the context the partner needs.
For multi-partner firms, round-robin assignment distributes inbound consultations across available partners. For coaches, recurring weekly bookings with package-based access make retention automatic.
Discovery calls, scoping meetings, quarterly reviews — prospects self-book without phone tag.
Capture context — current situation, pain points, budget, timeline — before the meeting starts.
Multi-partner firms distribute inbound consultations across available partners by capacity and specialty.
Coaches and advisors book recurring sessions with package-based access. Retention runs on autopilot.
Sign up directly — consumer-friendly monthly pricing per user, no long-term contract.
Invoicefy handles every billing model professional services firms actually use — monthly retainer, milestone project, hourly time tracking, recurring subscription. Engagement letters get signed at checkout. Practice Pays processes the payment with dual pricing if enabled.
Monthly retainer billing for ongoing engagements with auto-charge. Milestone project billing for fixed-scope work with deliverable tracking. Hourly time tracking for billable-hour firms with line-item invoices.
For agencies, multi-client retainer management with scope-creep change orders, deliverable tracking, and consolidated reporting. Engagement letters get signed at checkout — no separate DocuSign step.
Auto-charge clients on the first of every month. ACH, card, or dual-priced.
Phase 1 kickoff, phase 2 delivery, final payment — automatic invoicing on each milestone.
Track time per client and project, generate line-item invoices with hourly rates and totals.
Client signs the engagement letter and pays the deposit in the same flow. No separate DocuSign.
Calendefy and Invoicefy are the engagement stars for professional services. The apps below are bookable individually — sign up for one, several, or pair them with the engagements above. Cacele is the umbrella; each tool has its own sign-up.
Discovery calls, recurring sessions, intake forms, partner round-robin. The consultation engine for professional firms.
Start with Calendefy →Retainer billing, milestone payments, hourly time tracking, engagement letters at checkout. The billing engine for firms.
Start with Invoicefy →Card processing for retainers and large project payments. Dual pricing offsets card fees on big invoices legally.
Talk to Practice Pays →Monthly client newsletters, regulatory updates, referral nurture, year-end check-ins, birthday touches.
Try CraftMail.ai →Firm websites with service pages, partner bios, case studies, contact forms, consultation-booking widget.
Try First Page →AI agents qualify inbound prospects — engagement type, business size, complexity, fee budget — and route to the right partner.
Talk to Cacele.AI →Engagement methodologies, audit checklists, valuation procedures, consulting frameworks, associate onboarding playbooks.
Try CommandVault →Optional add-on for multi-partner firms with ambitious growth plans — done-for-you SEO, Google Ads, custom firm websites.
Talk to WebElevated →Every Cacele tool side-by-side, with full feature breakdowns and individual sign-up paths.
All apps & services →Sign up for Calendefy directly to fix the consultation flow — or start with Invoicefy if billing is the gap you feel first.