We fire an instant text-back the moment a tax-season inquiry goes unanswered. Panicked business owners get a reply before they dial the next bookkeeper. No voicemail. No cold callbacks. Just a warm lead waiting in your inbox.
60% of small businesses switch bookkeepers after experiencing a delayed response during tax season.
Why bookkeepers lose clients before they start
A panicked small business owner in February isn't comparison-shopping — they're calling down a list. The first bookkeeper who replies gets the engagement. The rest get voicemail.
60% of small businesses switch bookkeepers after experiencing a delayed response during tax season. One slow reply during your busiest month can end a client relationship before it starts.
Small business owners discover their books are a mess on Sunday nights, not Monday mornings. A 24/7 chatbot captures that inquiry before they move on to the next Google result.
Bookkeeping is a recurring revenue business. A client who goes somewhere else in February doesn't just cost you this month — they cost you every month for years.
How it works
It's tax season. They're behind. They need help now — not a callback later this week when the panic has either subsided or they've found someone else.
"Hi, this is [Your Company]. Sorry we missed you — are you looking for bookkeeping help? What does your situation look like?" The conversation starts before they dial the next name on the list.
Their reply — business type, what's behind, timeline — creates a client thread with urgency flagged. You follow up on the hottest leads first and fill your roster before tax season peaks.
Founding-client pricing
Foundation: website + hosting + 24/7 AI chatbot + Google Business Profile + missed-call text-back. Growth adds local SEO, invoicing, and the client pipeline at $997/mo. Full Office adds a 24/7 AI phone receptionist at $1,497/mo.
Yes. The AI chatbot is built to your specific services — whether you do monthly bookkeeping, catch-up work, payroll, or tax prep. It asks the right qualifying questions and captures what you need to scope the engagement.
Absolutely. The missed-call text-back and 24/7 chatbot run year-round. Off-season inquiries about monthly bookkeeping, QuickBooks cleanup, or payroll services are captured the same way. Tax season just makes the ROI more visible.
The Growth tier includes a CRM and invoicing system that integrates with QuickBooks Online and other tools. Leads captured from the chatbot and text-back flow into a client pipeline you can manage from one place.
Month-to-month on every tier. Cancel anytime, keep your website and data. We earn this every month.
Yes — we build the chatbot with your specific services, pricing, and intake process during onboarding. Prospects get accurate information about what you offer, not generic placeholders.
The text-back fires the day you sign on. No setup fee. No contract. 30-day refund guarantee.
Matt Henry · Anchor Co AI · Pacific, MO