InboundCollie for Bookkeepers & Accountants
Never Miss a Client Call During Tax Season Again
InboundCollie answers your phone 24/7, qualifies prospects by business size and needs, and books consultations — so you can focus on the books, not the phone.
47%
of calls go to voicemail for solo bookkeepers
3-5x
higher conversion with instant response
$2K+
average annual client value
<10min
setup time
The Problem
Common challenges bookkeepers & accountants face with inbound leads
Missed calls during client meetings
When you're deep in QuickBooks or on a Zoom with a client, you can't pick up the phone. Prospects hang up and call the next bookkeeper on Google.
Tax season overwhelm
January through April, your phone rings nonstop. You're already at capacity, but turning away leads means a slow summer. You need to capture them for later follow-up.
No time for sales follow-up
Even when you do get a voicemail, calling back takes time. Most prospects have already moved on by the time you return the call.
Can't afford a receptionist
Hiring a part-time receptionist costs $15-25/hour. As a solo practitioner, that's a big overhead for inconsistent call volume.
How InboundCollie Solves This
AI answers every call in seconds
No more voicemail. When a prospect calls your InboundCollie number, AI picks up immediately and has a natural conversation. It asks about their business type, revenue range, and specific bookkeeping needs.
Qualified leads sent to your dashboard
After each call, you get a lead card with the caller's details, qualification score, and full transcript. You can see at a glance if it's a good fit — before you call back.
Automatic follow-up email
Qualified prospects get an instant email with your availability and next steps. No manual follow-up needed. They feel taken care of, and you save time.
Landing page built for bookkeepers
Pick from templates designed for accounting professionals. Highlight your services (monthly bookkeeping, tax prep, payroll) and get a conversion-optimized page in minutes.
How It Works
Get set up in minutes, not weeks
Pick a bookkeeper template
Choose a landing page template designed for accounting professionals. Add your services, rates, and branding. Publish in under 5 minutes.
AI starts answering calls
Your page gets a dedicated phone number. When prospects call, AI qualifies them by asking about their business type, size, and bookkeeping needs.
Review leads, close clients
Check your dashboard for scored leads with full transcripts. Focus your time on the high-value prospects who are ready to hire a bookkeeper.
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