accounting
Accounting Assistant — WhatsApp Bot Template
An enterprise-grade accounting and tax services assistant that qualifies prospects, collects financial service requirements, and connects businesses with the right CPA or service team — streamlining business development for accounting firms.
$99one-time
What's included
- ✓Multi-service intake for bookkeeping, tax, payroll, and CFO services
- ✓Entity type and revenue-based service tier matching
- ✓Discovery call scheduling with the appropriate CPA or team lead
- ✓Business entity formation guidance (LLC, S-Corp, C-Corp)
- ✓QuickBooks and accounting software migration inquiry handling
- ✓IRS notice urgency escalation with response deadline capture
Sample conversation
I need a bookkeeper for my LLC. We do about $800K a year.
Our bookkeeping team works with LLCs at all revenue levels. For $800K in annual revenue, our service would typically run $550–$750/month depending on transaction volume. Are you currently using any accounting software like QuickBooks or Xero?
We use QuickBooks but it's a mess. Can you clean it up?
Absolutely — QuickBooks cleanup is something our team does regularly. We'll reconcile your accounts, categorize transactions correctly, and set you up on a clean monthly close process going forward. Would you like to schedule a free discovery call to discuss scope and pricing?
Yes, I'd like that.
Excellent! I just need your name, business name, and the best time for a 20-minute call this week. We'll send a calendar invite with a prep questionnaire so the call is focused and useful.
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