AI Call Script
Bookkeeper & Accountant Answering Service Script
Tax season is your busiest time — and also when new clients call most. InboundCollie handles every new prospect call, qualifies by business size and current pain, and schedules consultations automatically.
Average bookkeeper job value: $300–$1,500/month retainer
InboundCollie AI Receptionist
Answering on behalf of your business • 24/7
Live
Thanks for calling. I'm the virtual receptionist here. Are you looking for bookkeeping, tax help, or something else?
Bookkeeping mainly. My business has gotten too big to manage in spreadsheets and I keep falling behind.
That's a very common turning point — congrats on the growth. What type of business do you run, and roughly how many transactions per month are we talking?
It's a home services company — landscaping. Maybe 80–100 transactions a month.
Good to know. Are you using any accounting software right now, like QuickBooks or Xero, or is everything still in spreadsheets?
Just spreadsheets. I've heard QuickBooks is the thing to use but haven't set it up.
The bookkeeper can walk you through that — most can set it up for you as part of onboarding. Do you also need tax filing help, or just the monthly bookkeeping for now?
Definitely both. I've been doing my own taxes and I know I'm missing deductions.
Smart to get professional help there. What's your name and the best number to reach you for a quick consultation call?
Tom Hendricks, this number is fine.
Got it, Tom — landscaping business, ~100 transactions/month, monthly bookkeeping + tax prep, new to QuickBooks. The bookkeeper will call you back to discuss fit and pricing. Is there a good time of day for that?
After the call, InboundCollie sends you a complete lead summary before you call back.
What InboundCollie captures on every bookkeeper call
✓Business type and size (sole prop, LLC, S-corp, employees)
✓Current bookkeeping situation (DIY, outgrown, switching)
✓Services needed (monthly bookkeeping, tax prep, payroll, cleanup)
✓Software used (QuickBooks, Xero, FreshBooks)
✓Urgency (tax deadline, behind on books, just starting)
Start answering every bookkeeper call today
Set up in under 10 minutes. No contracts. Cancel anytime.