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Examples and guides

One firm's season, and what to read next

The example firm is made up, with figures sized to a four-person office. Each guide beside it takes one fix and shows how a small firm can start on it this season.

  • Both lines ringing at a small firm's front desk in tax season, one preparer on a headset and one on her cell.Example
    An evening call from a client answered by the AI receptionist, which read her the stage her return is in.

    Principals plan, four loginsfirst season on AccrueNest, December start

    A made-up example firm

    Tax office

    Halloran Tax & Bookkeeping, Eau Claire

    February's calls went to voicemail.

    Four people on the Principals plan at $197 a month. In December we wrote the AI receptionist's after-hours script, sent organizers by text, put a deposit on every e-signed engagement letter and tracked which ad each call came from.

    February calls
    46 missedAnswered
    Organizers
    IgnoredReturned
    Ad spend
    no idea whichTraced
    Read the example
  • A firm owner and her front-desk assistant laugh over tomorrow's bookings on a tablet.Marketing

    8 min readPosted October 27, 2026

    Firm owners

    Five fixes that bring a firm more clients

    Referrals slowed, and the website sends nobody.

    Phone
    rings to voicemailAnswered
    Web form replies
    the next morningwithin minutes
    Unsigned letters
    one emailchased until signed
    Read the guide
  • Phone in one hand and coffee in the other, an enrolled agent leans back to see what booked over the weekend.Phones

    7 min readPosted October 13, 2026

    Front desk

    The ten calls that fill a tax season

    The same question, forty times a day.

    Return status
    owner calls backTexted
    What to bring
    explained againanswered after hours
    Fees
    a guess each timethe fee you publish
    Read the guide
  • Two bookkeepers setting out chairs in their meeting room for Thursday's evening workshop for local business owners.Proposals

    7 min readPosted November 3, 2026

    Office managers

    Engagement letters: the sections and the timing

    Work started before anyone signed anything.

    Scope written
    before work starts
    Next year
    retypedsent automatically
    Signature chase
    three emailssigned by phone
    Read the guide
  • A CPA hands a client her folder across his desk and walks her through what comes next.Onboarding

    6 min readPosted September 22, 2026

    Partners

    From first call to first document, in order

    The new client signed, then waited a week.

    First call
    a sticky noteon the board
    First payment
    after filingat signing
    First documents
    mailed insame-day uploads
    Read the guide
  • Two accountants laugh as they shelve binders from a moving box in their new office.Websites

    7 min readPosted August 18, 2026

    Solo owners

    Where a firm's website money goes

    Three invoices for one website, and no calls.

    Page edits
    billed per hourIncluded
    Booking button
    a separate toolon every page
    Hosting
    kept up
    Read the guide
  • A bookkeeper finds every receipt and bank statement a client uploaded waiting on her laptop.Messaging

    7 min readPosted October 6, 2026

    Preparers

    What a tax client can get by text

    Clients texting the owner's own cell before dawn.

    Consent
    assumed, never askedSigned
    Reminders
    owner's celloffice number
    Refund amounts
    sent by textnever texted
    Read the guide

  • Next season, run the same way

    A demo walks through your calls, organizers and proposals as they run today, then shows the setup for each one.

    • Your calls answered
    • Organizers chased by text
    • Letters signed, deposit paid first
    Request a demo

    Month to month, no setup fee, live in 14 days.

Plan your next April

Bring the count of calls you missed last February, the organizer you send and one proposal still unsigned. In the demo, each of the three runs through the setup while we show who answers what, and you leave knowing what your headcount would pay each month.

Request a demo
Pen in hand, a CPA reads through her old agency's monthly numbers before putting them next to ours.
An AccrueNest notice showing the firm's next April planned now: missed calls, the organizer and the unsigned proposal, all three set up.

Heard at the desk

  • Cornelius B., owner of a CPA firm in Columbus.
    Cornelius B.Owner of a CPA firm, Columbus
    100%calls answered, February

    Last February the office line rang out while I was with clients. Calls get answered now, every one, even in my busiest week.

  • Ezequiel M., an enrolled agent who runs a tax office in San Antonio.
    Ezequiel M.Enrolled agent, San Antonio
    3 weeksdocuments sooner

    Organizers used to sit unopened until March. Now a text names what's missing, and most of mine were back by February.

  • Annika L., owner of a bookkeeping firm in Minneapolis.
    Annika L.Owner, bookkeeping firm, Minneapolis
    11of 13 proposals signed in January

    Proposals for monthly bookkeeping used to sit unanswered. The engagement letter now fills in from the proposal, the client e-signs from wherever they are, and the first month's fee is paid at signing.

  • Marguerite D., office manager at a CPA firm in New Orleans.
    Marguerite D.Office manager, New Orleans
    Halfthe callbacks

    The status calls dried up. Each time we move a return along, the client gets a text, and the front desk gets to breathe.

  • Prakash S., a tax preparer at a tax and accounting office in Edison.
    Prakash S.Tax preparer, Edison, NJ
    62drop-offs booked after hours

    I used to stop mid-return to explain what to bring. Our AI receptionist takes those calls now and books the drop-off.

  • Thuy N., client services lead at a tax practice in Houston.
    Thuy N.Client services lead, Houston tax office
    4ads switched off in March

    We finally know which ads bring people in. The monthly report lists new clients by source, so the budget follows the searches that turn into clients.

Common questions

Questions about these examples

Owners usually ask these once they've read the example. Search a topic, for example plans or the demo.

5 questions

Are these real firms?

Not yet. AccrueNest is new, so Halloran Tax & Bookkeeping is a firm we made up, with numbers sized to four people. The six guides beside it are practical reading for any small firm.

What does the example firm run?

The whole plan: the AI receptionist after hours, organizers sent by text, proposals that fill in the engagement letter, a deposit at signing, a tracked number for each ad, and a rebuilt website.

Will the demo cover my kind of firm?

Yes. Tell us whether you run a tax office, a bookkeeping firm, a CPA firm or a mix, and the demo follows your season, your services and the calls your front desk actually gets.

Does a firm keep its tax software and books?

AccrueNest sits beside your tax software and your books. New clients, documents, proposals and payments live here; preparing and filing returns, Form 8879 signing, the books and payroll stay in the programs you use now. AccrueNest records the payments and invoices it collects in QuickBooks Online. Form 8879 is signed in your tax software, as it is today.

What would a firm pay?

Each plan includes everything. The monthly price follows the headcount that signs in, starting at $97 for one person. The example firm's four logins come to $197 a month; ten logins would be $297.

Try searching

Ask about examples

Write to sales@accruenest.com and Imogen will explain how the example's setup would fit your own firm.

Imogen PritchardAccount manager

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Answer every call this season. Chase fewer documents.

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