Call answering for accounting & tax offices

Every call answered. Even in tax season.

When a business owner reaches voicemail in March, they call the next firm. With Bull City Booking, every call is answered instantly, common questions are answered, and the consultation is booked on the spot.

See a sample callAsk about your firm
What it handles

Built for busy accounting firms

Answered instantly

Every call is picked up right away, even at the height of tax season, so new clients don't call the next firm.

Booked on the call

Consultations, tax prep appointments and document drop-offs scheduled straight into your calendar.

Questions answered

Do you handle business taxes? What should I bring? What are your fees? Answered from your firm's details.

New-client details captured

Business type, entity, needs like bookkeeping, payroll or tax, and deadlines texted to the accountant instantly.

Reminder texts

Appointment reminders and missing-document reminders, so clients show up ready.

After-hours coverage

Evenings, weekends and busy season, every call is still answered instantly.

Sample demo – fictional firm

A food truck owner calls Ledger & Lane

Incoming call · Ledger & Lane Tax and Accounting (sample)
CallerHi, I run a food truck and I set it up as an LLC last year. I need help with my business taxes. Do you work with small businesses?
ReceptionistThanks for calling Ledger & Lane Tax and Accounting! Yes, we work with small businesses and LLCs every day, including food trucks. Is this for your business tax return, ongoing bookkeeping, or both?
CallerBoth, probably. And maybe payroll, since I hired two people. What does it cost?
ReceptionistYour first consultation is free. During it, the accountant will review your needs and give you exact fees for tax prep, bookkeeping and payroll.
CallerGreat. What should I bring?
ReceptionistPlease bring last year's return, your LLC paperwork, bank and card statements, sales reports, and any payroll records. I'll text you this list too.
CallerPerfect. Do you have anything next week?
ReceptionistTuesday at 10:00 AM is open with Morgan. May I have your name, business name and the best number to reach you?
CallerSam Rivera, Smoky Bull Food Truck, 919-555-0187.
ReceptionistThank you, Sam. Is there a deadline you're working toward?
CallerI want to get set up before tax season, and I need to pay my quarterly estimated taxes by January 15.
ReceptionistYou're all set for Tuesday at 10:00 AM with Morgan. I've texted you a confirmation and the document checklist, and you'll get a reminder the day before. We look forward to meeting you!

New-client details captured

Caller
Sam Rivera (sample) · 919-555-0187
Business
Smoky Bull Food Truck · food truck
Entity
LLC
Needs
Business tax return, bookkeeping, payroll (2 employees)
Deadline
Quarterly estimated taxes due Jan 15 · set up before tax season
Booked
Free consultation · Tuesday, 10:00 AM
Text to accountant Morgan · sent instantly
📒 New client consult booked Sam Rivera · 919-555-0187 Smoky Bull Food Truck (LLC) Needs: business tax, bookkeeping, payroll (2 staff) Deadline: Q4 estimated taxes due Jan 15 Consult: Tue 10:00 AM Doc checklist texted to client ✓
Clients arrive ready

No more missing documents

Clients get a checklist of what to bring, a reminder before every appointment, and a friendly text if documents are still missing, so your team spends less time chasing paperwork.

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