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Business setup · Professional services

Accounting firm

Monthly bookkeeping fees invoiced automatically, new-client documents by link, the tax calendar as standing tasks and clients’ questions in one inbox.

Use in EraAll templates
modules
11
agents
3
workflows
2
sample services
4
site pages
3

What Era prepares for this business

For a certified public accountant’s office keeping the books of sole traders, limited and joint-stock companies: each client pays a monthly fee that invoices itself, a new client uploads tax certificate, signature circular and trade registry gazette from one link, the monthly rhythm (collect documents by the 15th, payroll and withholding by the 26th, VAT by the 28th) arrives as standing tasks, and clients’ WhatsApp questions are answered from one inbox.

Modules11

  • Sales
  • Catalog
  • Subscriptions
  • Document requests
  • Invoices
  • Inbox
  • Reports
  • Website
  • Dashboards
  • Workflows
  • AI

Agents3

  • Client desk

    Answers clients’ routine questions on WhatsApp and routes tax questions to the accountant.

  • New-client onboarding

    Collects a new client’s company documents and tells the accountant when the file is complete.

  • Monthly document reminder

    On the 10th, reminds every client to send the month’s invoices and statements.

Sample services and prices4

Comes with the setup; swap in your own prices.

Sole trader bookkeeping (monthly)₺3,500
Limited company bookkeeping (monthly)₺7,500
Company formation₺12,000
Payroll (per employee, monthly)₺400

Every lead, with its stage in plain sight

Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.

How it’s set up

Four steps. Era does the first two; you connect your channels and get to work.

  1. 1Pick the setup

    When you sign up you pick your business; Era suggests the right setup.

    Accounting firmAnother business

  2. 2Era sets it up

    Modules switch on, agents and workflows are prepared, sample records are added.

    • Sales
    • Catalog
    • Subscriptions
    • Document requests
    • 3 agents

  3. 3Connect your channels

    Connect your accounts once so every message lands in one inbox.

    • WhatsAppConnect
    • InstagramConnect
    • GmailConnect
    • Google CalendarConnect

  4. 4Start

    Your agents are ready. Type or say what you need to Era.

    • Client deskReady
    • New-client onboardingReady
    • Monthly document reminderReady
    Ask Era anything…

Workflows included in this setup

Similar templates

Start with Accounting firm

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era