If your client already uses it, they invite you and you work in their workspace. If you guide several clients, you refer them to us or set them up in your own workspace.
Your client already uses Boldcaster
Your client invites you as their bookkeeper, CFO, adviser or business coach and decides what you work on: the figures and the valuation, or strategy, KPIs, priorities, rhythm and session notes. You don't count towards their plan, it costs neither of you anything, and they can withdraw your access at any time.
If you guide several clients, there are two routes. Your profession makes no difference: a bookkeeper can take either, and so can an agency.
You don't want a second business
You introduce your client to us. We handle the call, the migration and the guidance. You don't sell anything and it costs you nothing.
We invoice your client, you get 20 percent every month.
Read moreYou want them to buy from you
You create client workspaces yourself, guide them from your own cockpit and invoice them yourself. We invoice you.
You invoice your client, we invoice you.
Read moreThe two aren't mutually exclusive. If there's a client you'd rather not guide yourself, introduce them to us and the monthly fee still applies, even if you run your own workspace alongside.