The call
Answer in deadline season without stopping the work.
The phone goes hardest in the weeks before a filing deadline. Calls are answered without anyone leaving a return half finished.
Accountants and bookkeepers
An accountancy practice's phone brings new clients, existing clients with a question, and a great deal of the same admin. Most of it arrives in the weeks when everyone is head down on a deadline.
Say what your team answers all day and we will get back to you.
Each one is answered, and each ends with something your team can act on.
Example calls. A booking is made where a calendar is connected.
Calls this week
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An example call to Fenwick Accounting, to the note your team receives.
The call
The phone goes hardest in the weeks before a filing deadline. Calls are answered without anyone leaving a return half finished.
The record
What they need, where they are coming from and when suits them, written down in their own words.
The next step
The callback request carries the details, and where a calendar is connected it can offer a time for a first meeting instead.
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No. It answers factual questions about your firm, such as the services you offer, how to send records and how to get in touch, and takes details for a person. It does not advise on anyone's tax position or on a letter they have received.
It does not need a person free to answer, so a busy fortnight does not leave the phone unattended. How many calls it can take at the same moment depends on the plan you are on.
Related reading
Twenty minutes, a real example from your business, and an honest answer about whether it would help.