1. You’re already getting inquiries—but some aren’t turning into booked appointments.
2. You know your firm could handle more clients, without more staff, if intake wasn’t the bottleneck.
Either way, you’re in the right place.
Let’s Be Clear About What We Do
We don’t sell software licenses.
We don’t sell chat widgets.
We don’t sell “AI experiments.”
We build voice and conversational AI booking systems for CPA and accounting firms that:
* Answer calls and chats instantly
* Qualify prospects automatically
* Handle common objections
* Book appointments directly to your calendar
If a prospect raises their hand, our system makes sure they get scheduled.
What Happens After You Reach Out
No sales theatrics. No pressure.
Here’s exactly what happens:
1. You submit your info
2. Our system reviews your firm’s services and intake flow
3. We schedule a short demo tailored to your firm
4. You see how the AI handles real CPA-specific scenarios
5. We decide—together—if this makes sense
If it doesn’t, you walk away with clarity.
If it does, you’ll know quickly.
Who Should Contact Us
Reach out if you:
* Miss calls or web inquiries
* Rely on staff to “get back to leads later”
* Want more clients without more payroll
* Believe systems beat hustle
* Care about leverage, not busywork
Who Shouldn’t
Don’t contact us if you:
* Want “more leads” but won’t fix intake
* Hate automation
* Avoid tracking conversion numbers
* Believe growth comes from answering phones manually
This only works if you’re serious.
One Simple Question
If your firm converts just one more client per week,
what does that do to your annual revenue?
Now imagine that happening automatically.
That’s the leverage we build.