AI receptionist for accounting firms
People ring two or three accountants and go with whoever picks up first. This makes that you.
The problem
We sent a real new-client enquiry to 293 California firms. Fewer than one in ten replied at all. The rest were still deciding who picks it up, and by then the person had already spoken to somebody else.
Everyone is with clients. It gets answered tomorrow, or whenever someone surfaces. By then they have already spoken to another firm.
A real sounding voice asks what they need and books them into your calendar. You walk into that call already knowing what it is about.
Proof
One call, start to finish. The enquiry came in, the agent rang back, and the appointment landed on the calendar while they were still on the phone. I played the caller. The agent had no script.
Enquiry received, agent calls back, consultation booked.
Hi, is this Michael? This is Ryan from Whitfield & Company. Your inquiry just came through. What do you need help with?
Yeah, this is Michael. I need help with bookkeeping.
Got it. Bookkeeping for your small business. Can I ask what kind of business you have, and roughly how many transactions a month?
A contracting business. About 100 transactions a month.
That makes sense. Do you currently use any bookkeeping software, or are you starting fresh?
Starting fresh, and I want to go with ongoing bookkeeping.
We have a spot tomorrow at 10:00 AM Pacific. Does that work?
10:00 AM.
You're all set for 10:00 AM tomorrow. Someone from the firm will call you then.
What it does for your firm
People stop looking once someone picks up. A minute beats tomorrow.
What they need, what kind of business, how soon. You only get on calls with people who have already told you.
No phone tag. They pick a time on the call and it lands in your calendar with a note.
Evenings, weekends, busy season. What used to wait until Monday gets answered on Saturday.
It never gives advice and never quotes prices. If a caller asks either, it says someone at the firm will cover that on the call, and gets back to booking the time. Every call is recorded and written down.
Getting started
No new software to learn and nothing to migrate. It connects to what you already run, and it is set up for you.
You keep the form you have. It connects to it, nothing gets rebuilt.
Bookings land in your calendar. Google today, others on request.
Every call recorded and written down where your team can read it.
Set up and tuned around how your firm already works.
Fill it in like one of your own prospects would. Your phone rings within a minute and the agent handles it the way it would handle theirs.