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An example firm

Halloran's first season
with the phones answered

Halloran Tax & Bookkeeping, four people in Eau Claire, Wisconsin, is invented, and this is its first tax season on AccrueNest: software for the front of a US accounting firm of 1 to 10 people, with its website and marketing, for one fixed monthly price. All its numbers are examples.

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  • Every call answered
  • Organizers back
  • Each new client matched to its search or referral
Both lines ringing at a small firm's front desk in tax season, one preparer on a headset and one on her cell.
An after-hours call from a new client answered and booked for a Saturday drop-off, traced to the Google Maps listing.

90%of January's organizers back by mid-March

Before, last season

What last season cost the firmLast season cost the firm

Before December, the owner, Linnea Halloran, answered the office line on a personal cell between returns. Here are six places last season went wrong, as the firm counted them.

Halloran Tax & BookkeepingEau Claire, WI · four peopleBefore

The office phone on a February morning with a full voicemail box and missed calls from the weekend, beside a legal pad of evening calls nobody returned, 46 in two weeks.

The setup

Built in December, live before January

Our team built each piece in the firm's name over two weeks, and the owner signed off on every one before it went live.

Website

A new site, tracked by source

The site got rebuilt by our team: returns, monthly bookkeeping and payroll each got a page, plus one for Eau Claire. Each ad and page rings through a separate tracked line.

  • A page per service, plus Eau Claire
  • Booking on every page
  • Google reviews on show
  • Google hears when a meeting gets booked
See the website work

Before: one page, no trackingAfter: its own number for each ad and page

AccrueNest Tax & Accounting's rebuilt home page, with a page for returns, bookkeeping and payroll and a separate tracked number for each.

The season

The season, date by date

Here is how the season ran once the setup went live, starting with the kickoff call in December and ending with the report the owner read the week after April 15.

  1. Early December

    AccrueNest's setup in early December: 610 clients imported, the organizer and engagement letter rebuilt and the AI receptionist's script being written.

    The setup call

    The first call covered the firm's services, fees and hours. Our team brought over 610 clients from a spreadsheet, rebuilt the organizer and the engagement letter, and wrote what the AI receptionist says.

  2. On January 15

    Wanda Pope's organizer documents back from her phone, the W-2s, a 1099-DIV and a K-1, each ticked under its own name.

    Organizers out

    All 380 organizers went out by text in a single morning. Clients sent their W-2s, K-1s and 1099s from a phone, and each document landed on the form under its own name.

  3. Late February

    An AccrueNest card showing ad budget moved on February 20: more for the S corp and IRS letter search ads, the payroll ad paused after six weeks with no clients.

    The ads that brought clients

    By February 20 the report showed which searches made the office phone ring. Two of five ad groups had brought nobody, so their budget moved to the three that did.

  4. After April 15

    A card from AccrueNest's season report: no calls to voicemail, 341 organizers back, 17 of 22 proposals signed and 34 new clients with a known source.

    What the April report counted

    Nobody who called reached voicemail. 341 organizers were back by mid-March, 17 of 22 proposals turned into signed letters with deposits, and 34 new clients had a known source.

Map your season on one call

Bring last February's missed-call count, the organizer you mail out and a proposal nobody signed. We line them up against Halloran's season on a demo and show which parts your firm would switch on first.

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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 whole tax season mapped on one 45-minute call.

Other firms, on their own seasons

  • Cornelius B., owner of a CPA firm in Columbus.
    Cornelius B.Owner of a CPA firm, Columbus
    30meetings booked after five

    Last February our phones went unanswered after five. This year the AI receptionist took the evening calls and booked thirty intro meetings while I slept.

  • Ezequiel M., an enrolled agent who runs a tax office in San Antonio.
    Ezequiel M.Enrolled agent, San Antonio
    312organizers returned

    Every organizer went out by text the same January morning. Clients answered on their phones and sent each form into its own spot.

  • Annika L., owner of a bookkeeping firm in Minneapolis.
    Annika L.Owner, bookkeeping firm, Minneapolis
    $0unpaid starts

    The deposit comes in when the letter is signed, so no monthly client starts work before the first payment clears.

  • Marguerite D., office manager at a CPA firm in New Orleans.
    Marguerite D.Office manager, New Orleans
    6 hoursa week back, February

    I quit typing reminder emails. The texts name the missing statement and keep at it until the client sends it.

  • Prakash S., a tax preparer at a tax and accounting office in Edison.
    Prakash S.Tax preparer, Edison, NJ
    40%fewer status calls

    My board shows each return by stage. When I move one into review, the client hears about it and nobody has to pick up a phone.

  • Thuy N., client services lead at a tax practice in Houston.
    Thuy N.Client services lead, Houston tax office
    Two adsswitched off

    Each new client on our report has a source next to it. We moved the budget in early March.

Fair questions

About this example's numbers

What owners ask about Halloran's plan, its software and its setup. Search a topic, for example setup or the plan.

5 questions

Is Halloran a real firm?

No. We invented Halloran Tax & Bookkeeping for this page, and its numbers are examples too.

Which plan fits a firm like this?

Principals, at $197 a month, since four of the firm's people log in. Each plan includes everything. The monthly price follows the headcount that signs in, starting at $97 for one person.

Did the firm keep its tax software and its books?

Yes. 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.

Can Halloran's AI receptionist tell a caller about deductions?

No. It gives no tax advice and never says what someone owes, what they may deduct or whether a return is ready to file. It records the details and leaves the answer to your staff.

How long did the setup run?

Fourteen days in December: the site, the organizers, booking and the after-hours AI were live before January. Texting started once carriers approved the firm's registration, which ran on their clock, not ours.

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Questions about setup

Write to sales@accruenest.com and Imogen will walk through how this setup would look at your own firm.

Imogen PritchardAccount manager

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Answer every call this season. Chase fewer documents.

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