For accounting and cpa firms
Hours, what to bring, where to drop off, whether you are taking new clients. Claire answers the calls that pile up from January to April and gets the rest to the right accountant.
She never says what is deductible, estimates a refund, or discusses anyone's return. Those calls go to your accountants.
A letter or notice from a tax agency, or a deadline in the next few days, goes to a person right away.
She never asks for a Social Security number, a bank account, or a tax document over the phone.
Name, number, and what they need, ready for a call back.
The same agents every organization gets, with titles that fit yours.
Front Desk
Answers every call on the first ring, day and night, so nobody reaches voicemail. She answers from the answers you approved and from your own live systems, sends anything that needs a person to the right phone with a recap, and takes a message when nobody can pick up.
Supervisor
Reads every call after it ends: the caller's mood, an answer that looks wrong, a transfer that should not have happened. Every question nobody could answer becomes a suggested answer you approve with one click.
New Clients
Picks up where the call ends: the lead who did not book, the quote that needs a follow-up, the reminder three days later. He drafts; you approve before anything goes out.
Client Communications
One message, posted once, sent everywhere: text, email, a voice call, and your social pages, with a record of every send and every opt-out.
Operations
Works the clock: invoices into accounting, payments matched, reminders on time, and the exceptions nobody had time to chase.
Finance
Reviews the numbers: how the month compares, where the year is heading, what a contract really says. Advice for a person to act on, never a payment.
Harveron Engineer
Connects your systems and changes your setup when you ask in plain words. Every change comes back as a draft for you to approve, and she asks before she uses a key.
We will play your past calls back through Claire and show you what she would have done with each one.
Talk to us