Bring the right business enquiries into your consultation diary.
Bookkeepers and tax professionals need to understand a prospect’s business and the service requested before a useful consultation. Capture the broad scope without asking people to send financial documents through a general enquiry form.
Scope, compatibility and fees agreed before launch.A website that starts the conversation. A system that follows through.
Start with the part your bookkeeping & tax preparation business needs most. Add services when the workflow and the numbers justify it.
Free website creation. Paid monthly hosting.
Present your services, coverage and next booking step clearly on mobile. The enquiry process collects the service needs, location and booking details your team needs before a callback.
Website creation is offered with paid monthly hosting. We agree the build scope, hosting fee, ownership, ongoing support and cancellation terms before you commit. AI Reception and advertising are separate services unless included in your proposal.
Discuss a website for my business →24/7 call answering and missed-call text-back
AI Reception can answer outside office hours using your approved information. Calls requiring staff judgement follow a defined handoff. Round-the-clock answering does not mean your team provides round-the-clock onsite service.
Missed-call SMS gives callers a way to reply with details or request a callback. We agree message permissions, opt-out handling and fallback rules before launch.
Booking, reminders and a clear follow-up list
Keep new requests, quoted work and confirmed bookings separate in your CRM. Use agreed SMS follow-up to help people take the next step without repeatedly chasing them by hand.
Appointments and estimates are confirmed only through compatible systems and approved availability rules. Otherwise, the system collects a request for staff to confirm. Other automation can be scoped around the tools your team already uses.
Bring in the right enquiries for your bookkeeping & tax preparation business.
Match the channel to what the customer needs and how soon they need it.
Facebook & Instagram advertising
Meta can introduce your service model, reporting process and the types of businesses you support. Avoid guaranteed savings or tax outcomes. Use a focused consultation offer rather than broad promises to solve every financial problem.
Explore Meta advertising ↗Search for existing demand
Google Search can reach business owners comparing local or remote bookkeeping support. Separate tax preparation and recurring bookkeeping intent where relevant. Track suitable consultations and signed engagements, including whether the work fits your capacity.
Explore Google Ads ↗A focused test for your market.
A business consultation page with distinct recurring-service and tax-preparation paths. Follow up on consultation scheduling, then move accepted clients to your approved secure document and onboarding process.
An illustrative approach, adapted to your business. It is not a forecast or client result.Give the next caller a useful response.
AI Reception can capture business type, broad service needs and preferred contact times. It can arrange a consultation request through a supported calendar. It does not provide tax advice, calculate liability or collect tax identifiers and financial records in ordinary lead messages.
Explore AI Reception ↗Connect the enquiry to your working day.
- 01
Set the fit
Agree the services, coverage area and capacity. Make responsibilities clear before launching a campaign or reception workflow.
- 02
Build the response
Connect a relevant offer and landing page with a short enquiry process. Route requests to the right person.
- 03
Follow through
Use staff feedback and agreed follow-up to understand what becomes an appointment, estimate or job.
Look beyond the number of leads.
Agree the measures before launch and connect campaign data with your team’s records where reliable tracking is available. Results vary with your offer, market, response times and capacity.
- Qualified consultations attended
- Recurring engagements started
- One-time projects accepted
- Enquiries routed by service and timing
Bookkeeping & Tax Preparation: practical questions, answered.
Can AI answer tax questions for prospective clients?
It can explain your appointment process and approved service information. Individual tax questions and advice go to a qualified professional rather than being answered during automated lead intake.
How do I attract recurring bookkeeping clients?
Make the ongoing service and the kinds of businesses you support clear. Use the enquiry process to identify recurring needs, then explain scope and onboarding during the consultation without promising results in advance.
Plan the next step for your bookkeeping & tax preparation business.
Tell us which services you want to grow and where enquiries are being lost. We’ll review the fit, then agree the scope and next steps before work begins.
Discuss your businessStart with a conversation. No payment required.Explore starting prices