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.
    Booking wizard — select date and available timeslots.
    Booking wizard at the date and timeslot step.
    Request an alternate appointment date and time form.
    If no slot fits, clients can request an alternate date & time.
    Stripe checkout payment confirmation.
    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.
    Client dashboard showing upcoming appointments and recent activity.
    Client workspace consolidates appointments and messages; file exchange is planned.
    Appointment actions menu highlighting Download Receipt option.
    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.
    Admin panel with roles, rates, and activity overview.
    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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