Tuesday, 4:45 pm
You're deep in a return. Our front desk answers your accounting firm's calls.
It picks up on the second ring, takes a name, a number and what they need, and books the first meeting on your calendar, in a voice built for your firm. It answers no tax questions. Anyone who asks for a person gets you.
two things we build: the front desk that answers your firm's line, and the website that makes it ring
Your front desk, in your nameThanks for calling your business. How can I help you?
your name, your voice, your greeting
4:46 pm
You were three schedules into a return.
The front desk picked up on the second ring, took a name, a number and what they needed, and gave the caller the first open meeting on your calendar. It answered no tax questions. It booked the meeting, the way you told it to.
The summary was in your texts when you looked up from the return.
a caller, 4:46 pm"I'm starting a small business and need someone for quarterly filings. Can I set up a meeting?"
your front desk"Yes. Monday at 2:00 is open. Can I get your name and a good number?"
in your texts, 4:48 pmCall from a caller. New business, quarterly filings. Booked Monday, 2:00 pm.
6:10 pm
Still at the desk.
A call slipped while you were with a client. Thirty seconds later a text went back from your number, asked what they needed, and booked the meeting. You read it after the client left.
the text that went back"Sorry we missed your call. When would you like to come in?"
What we put on your firm's line.
We are a two-person agency in Tampa that puts the front desk on your line, runs it, and tunes it for you.
It is trained on the calls an accounting firm gets. 6-month minimum, then month to month.
We build the website that makes it ring, too: built for the phone first, a booking button on every page wired to your calendar, and found on Google for the work you do and the towns you work in.
- Answers every call on the second ring, any hour.
- Takes a name, a number and what the caller needs, and answers no tax questions.
- Books the first meeting into your calendar, and puts a current client straight through to you.
- Texts back inside 30 seconds when a call slips through.
- Texts you a summary after every call: name, number, what they need, when.
- Asks the customer for a review when the job is done.
- Puts anyone who asks for a person straight through to you.
Live in 2 weeks.
Your part is the 30-minute call on Day 1 and a test call to hear your greeting before it goes live. We build the rest.
Free consultation
30 minutes. We learn how your firm runs, what clients ask when they call, and where you are losing calls. You leave knowing what your front desk will say and the day it starts answering.
We build it
We write your greeting and record it, train the front desk on your services and hours, build your website, and connect your calendar. We place test calls until it books the way you would, then forward your number to it.
You stop missing calls
You go back to running your business. We handle the front desk, around the clock, and tune the system on real customer calls.
Three things accountants ask.
Can it handle tax season call volume?
Yes. It answers every call at once, with no hold music and no busy signal. Each caller gets booked into your meeting calendar.
Will it answer basic tax questions?
No. It gives no tax advice. It takes the caller's details and books a meeting with you.
Does it work for solo CPAs and small firms?
That is who we built it for. You get the phone answered at any hour, through tax season and after, without hiring a receptionist.
The same front desk, for other trades.
Stop missing the calls that pay your bills.
Put us on your line. Free. 30 minutes. No pitch.
Pick a time. Adam or Meryem will call you.