Bookkeeping Support Pro

From email ping‑pong to a unified, self‑service workflow: booking wizard, Stripe payment flows, client/provider dashboards, and admin controls — all backed by AWS serverless.

Published on Nov 11, 2025

Table of Contents

    Introduction

    Bookkeeping Support Pro turns a manual scheduling process into a self‑service experience. Customers book in minutes, pay securely, and manage files and messages in one place. Providers work from a single queue with availability controls, while admins oversee roles, rates, and activity.

    Booking & Payments

    • Multi‑step wizard guides clients to pick an available timeslot and confirm the session.
    • Live availability surfaces provider windows in real time; alternate‑time requests capture edge cases.
    • Stripe Checkout processes payment; receipts are downloadable from the customer dashboard under each appointment.
    {% image "/assets/images/portfolio/bookkeeping-support-pro/wizard.webp", "Booking wizard — select date and available timeslots.", "100vw", "w-full h-auto rounded-lg shadow", "lazy", "async", "auto" %}
    Booking wizard at the date and timeslot step.
    {% image "/assets/images/portfolio/bookkeeping-support-pro/alt-request.webp", "Request an alternate appointment date and time form.", "100vw", "w-full h-auto rounded-lg shadow", "lazy", "async", "auto" %}
    If no slot fits, clients can request an alternate date & time.
    {% image "/assets/images/portfolio/bookkeeping-support-pro/checkout.webp", "Stripe checkout payment confirmation.", "100vw", "w-full h-auto rounded-lg shadow", "lazy", "async", "auto" %}
    Secure payment via Stripe; receipt can be downloaded from the dashboard.

    Client Workspace

    • View upcoming and past sessions at a glance.
    • Threaded messages and rich‑text notes keep context in one place.
    {% image "/assets/images/portfolio/bookkeeping-support-pro/dashboard.webp", "Client dashboard showing upcoming appointments and recent activity.", "100vw", "w-full h-auto rounded-lg shadow", "lazy", "async", "auto" %}
    Client workspace consolidates appointments and messages; file exchange is planned.
    {% image "/assets/images/portfolio/bookkeeping-support-pro/receipt-menu.webp", "Appointment actions menu highlighting Download Receipt option.", "100vw", "w-full h-auto rounded-lg shadow", "lazy", "async", "auto" %}
    Receipts are available from the appointment actions menu.

    Provider Operations

    • Daily queue with statuses and quick filters.
    • Availability management with add/edit windows.
    • Manage notes per appointment.

    Admin & Automation

    • Admin portal for onboarding roles, adjusting rates, and reviewing activity.
    • Event‑driven Lambdas handle reminders, approvals, and follow‑ups.
    • Cognito, DynamoDB, S3, SES, and Stripe underpin a secure, scalable stack.
    {% image "/assets/images/portfolio/bookkeeping-support-pro/admin.webp", "Admin panel with roles, rates, and activity overview.", "100vw", "w-full h-auto rounded-lg shadow", "lazy", "async", "auto" %}
    Admin controls for roles, rates, and oversight.

    Status & Next Steps

    The platform is live and open for bookings. We’re also accepting new bookkeeper applications. Visit the site or request a demo.

    Roadmap: add secure customer file uploads and two‑sided sharing using presigned URLs with role‑scoped access.

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