For fee-only & hourly financial professionals

Productize Office Hours. We Handle Booking and Billing.

Run limited-scope sessions for clients who already trust you — with a branded booking page, intake form, card pre-authorization, and per-minute phone or video billing. You market on your site; Private Line runs the session layer.

  • ✓ Branded public booking page with your rates and availability windows
  • ✓ Client intake, approval flow, and session minimums you control
  • ✓ Per-minute voice or video — invitation-only, no marketplace
  • ✓ You keep 88% — transparent platform fees, flexible payouts
Download for iOS See a live example

The office hours play

One focused session. One decision at a time.

Productize a clear scope — retirement timing, equity concentration, job-change tradeoffs — instead of giving away judgment in email. Clients book through your link; you approve before the session is confirmed.

01

Publish your offer

Branded booking page on Private Line — or link from your own site. Set rate, minimum duration, and availability (e.g. Fridays only).

02

Client requests a time

They complete your intake form and place a card pre-authorization. You review the request before confirming.

03

Session by phone or video

Voice and video calls, including audio-only. Per-minute billing runs through the session — no manual invoicing.

04

Clear scope, clear payout

Limited-scope advice for the decision in front of them — not a substitute for full planning unless you offer that separately.

In production

Private Financial Office Hours

Katy Song, CFP® runs fee-only Friday office hours for self-directed professionals — retirement, job changes, equity compensation, and family-money decisions. She markets on her site; Private Line handles booking, intake, pre-authorization, and sessions.

  • → Fee-only · no asset management requirement
  • → Focused second opinions, not comprehensive plans in every session
  • → Optional client prep flow before booking
View example booking page →

Private Line provides consultation infrastructure. Katy Song, CFP® provides financial advice. Example shown with permission for illustration.

Katy Song, CFP® — fee-only financial planner

Katy Song, CFP®

Fee-only financial planner · Mill Valley, California

North-star implementation for the financial vertical — replicate the pattern, not the practice.

Two ways financial professionals use Private Line

Lead with office hours if you sell focused judgment. Use quick consults for ad-hoc questions between formal engagements.

Primary · Office hours

Productized second opinions

Best for fee-only CFPs and hourly planners with warm distribution — LinkedIn, referrals, your newsletter.

  • • Named offer with clear “what this is not”
  • • Public booking + intake + pre-auth
  • • Windowed availability and session minimums
  • • Premium per-minute rates
Also fits · Quick consults

Bill the questions that slip through

CPAs, accountants, and tax preparers — monetize brief client questions via QR invite or private link without a public booking page.

  • • Per-minute calls and secure messaging
  • • Existing client relationships only
  • • Complements retainers and fixed-fee work
  • • No marketplace or lead generation

Built for financial professionals like you

🎯

Fee-Only CFPs & Planners

Office hours for retirement timing, equity, job transitions, and family-money tradeoffs — without an AUM pitch.

🧮

CPAs & Accountants

Tax questions, bookkeeping advice, and statement reviews — billed by the minute for clients you already serve.

📋

Tax Preparers

Year-round deduction and estimated-payment questions without stitching together calendar links and invoices.

📈

Hourly Advisors

On-demand guidance for clients who pay for time used — not a substitute for your compliance process.

💳

Bookkeepers

QuickBooks, payroll, and reconciliation help — short sessions, transparent billing.

🔒

Privacy-first practices

Encrypted voice and video. Direct-link access — no public directory or client discovery.

Private Line is a technology platform for consultation scheduling, communications, and billing. It does not provide financial, tax, or investment advice. Consultants are solely responsible for their professional services, licensing, and client disclosures.

Launch office hours on your terms

Download Private Line, set your rates, and connect with clients you already trust — or ask us about a branded booking page like the example above.

Download for iOS — Free Contact support