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Who we help / Accounting & tax

Tax season shouldn't mean a full voicemail box.

From January to April, a missed call can be a missed client. We help small practices answer more of them and stay easy to find year-round.

What that looks like

Calls stack up during a client meeting
Each caller's details and the service they need are taken and summarized for you.
A business owner searches for a bookkeeper
Your profile shows your services, hours and reviews.
Someone calls after hours about an IRS letter
Their details are taken so you can call back.

What we'd set up

Local Business Growth

Get found, get answered, never lose track of an inquiry. Every inquiry captured, set up with you.

  • AI call answering: calls answered 24/7, caller details and reason taken, appointments booked or routed to you
  • Inquiry routing: we map how calls and web forms reach you today and set up one place they land
  • Google Business Profile claimed, verified and filled in: categories, services, hours, photos, service area
  • Ongoing listing care: posts, photo updates and draft replies to reviews, posted once you approve
How Local Business Growth works

AI Receptionist

Answer callers when you can't pick up.

  • Answers calls 24/7, including nights, weekends and while you're on a job
  • Takes caller details and the reason for calling
  • Books into a supported calendar once we confirm it works with yours, or tries to transfer the call to you, with backup numbers
  • A summary of every call, sent to you
How AI Receptionist works

Book your free call. Leave knowing what we'd fix first.

Local business: free 30-minute audit

Before we talk, we review your Google listing against your top competitors, where you show up on the map, what callers get after hours, and how easy it is to reach you from your website. On the call we walk through it, ask how you track leads today, and name the top 3 fixes.

Book my free 30-minute audit

Online business: free 45-minute discovery call

Before we talk, we review your offer, your landing page and what happens right after someone signs up. On the call we cover what you sell, where your traffic comes from, your tools and lead volume, where prospects drop off, and the top 3 fixes.

Book my free 45-minute discovery call

You get a short written summary afterward. No contract, no pressure. Or call Steve at (410) 425-1190