Envision a firm where every client call is answered, even during the January-to-April crush.
Tax season buries your team. Phones ring while your staff juggles filings, extensions, and walk-ins. AI Peak Biz builds an AI front desk that answers every call, books consultations, and captures new client inquiries 24/7. Your CPAs stay focused on billable work.
The Problem
What is costing your business money right now
Missed Calls During Tax Season
From January through April, your office gets triple the normal call volume. Staff is buried in returns and cannot answer every ring. New client inquiries go to voicemail. Those callers find another firm within minutes. You lose the client and their future annual revenue.
Typical loss: $4,000 to $15,000 per month in missed new clients
Consultation No-Shows
Prospective clients book free consultations and forget. Without reminders, no-show rates run 20 to 30 percent. Each empty slot is time your CPA could have spent on billable work or meeting another prospect. Over a month, that adds up fast.
Typical loss: $2,000 to $6,000 per month in wasted partner time
Dormant Clients Never Rebook
Clients who filed last April fully intend to come back. But without a reminder in November or December, they procrastinate, get poached by H&R Block ads, or simply forget. You already earned their trust. Now you have to re-acquire them.
Typical loss: $8,000 to $25,000 per year in client attrition
El Marco de Fugas de Ingresos
Cuatro lugares donde los ingresos se escapan de tu negocio
La mayoria de los negocios de servicios pierden dinero en los mismos cuatro puntos. Tapa los cuatro y detienes la fuga.
Fuga 1: La Llamada Sin Contestar
Tu telefono suena mientras tu equipo esta en un trabajo. El cliente potencial cuelga y llama al siguiente nombre en Google. Nuestro Asistente de Voz con IA contesta cada llamada, de dia o de noche, califica al cliente potencial y agenda la cita.
Fuga 2: El Seguimiento Lento
Un formulario web se llena a las 9pm. Para cuando respondes a la manana siguiente, el cliente potencial ya contrato a alguien mas. Nuestro Chatbot de IA responde en segundos, mantiene una conversacion real, captura al cliente potencial y lo califica mientras su interes sigue fresco.
Fuga 3: Las Resenas Olvidadas
Los clientes satisfechos se van sin dejar una resena. Los futuros compradores eligen al competidor con mas estrellas. Nuestra Automatizacion de Resenas en Google solicita resenas de cada trabajo completado y ayuda a tu negocio a ser la opcion obvia en el mapa local.
Fuga 4: La Base de Datos Inactiva
Ya tienes cientos de clientes potenciales antiguos y clientes anteriores en tu CRM. La mayoria siguen en el mercado. Nuestra Reactivacion de Base de Datos ejecuta campanas automatizadas que despiertan contactos inactivos y los convierten en citas agendadas.
Tapa las cuatro fugas y dejas de perder dinero por comunicacion rota.
The Solution
How the AI front desk system works for your business
AI Voice Assistant
Your AI receptionist answers every call 24/7. It knows your service menu, pricing tiers, and availability. It books consultations, answers tax deadline questions, and routes urgent calls to the right partner.
Automated Client Reactivation
Starting in October, your system reaches out to prior-year clients with booking links for the upcoming season. Early birds get scheduled, your pipeline fills before January, and you stop scrambling for capacity.
Missed Call Text-Back
When a call goes unanswered, the prospect gets a text within 60 seconds with a link to book a consultation. They book themselves instead of calling your competitor.
Real Scenarios
See the system in action
The Solo CPA During Filing Season
A solo practitioner handles 200 returns per season. During February and March, they get 15 calls a day but can only answer 5. The AI voice assistant handles the other 10, books 3 new consultations per day, and adds $9,000 per month in new revenue.
The Mid-Size Firm Retaining Clients Year-Round
A 4-partner firm loses 12 percent of clients annually to competitors who reach out first. Automated reactivation texts in November bring back 40 clients who would have drifted. At $1,200 average annual value, that is $48,000 retained.
The Bookkeeping Add-On Upsell
A tax firm offers monthly bookkeeping but never promotes it. The AI chatbot mentions bookkeeping services to every website visitor asking about business taxes. 8 new bookkeeping clients per quarter at $500/month equals $48,000 in recurring revenue.
Pricing
Systems that pay for themselves
Starting at
$4,997
build + $997/mo
Most popular
$7,997
build + $1,497/mo
Full system
$14,997
build + $2,497/mo
What our clients say
Frequently asked questions
Acepto cuatro clientes nuevos al mes. Asi es como reclamar un lugar.
Yo personalmente construyo y administro cada sistema. Eso limita cuantos negocios incorporo. Cuando el mes esta lleno, la proxima apertura es el mes siguiente. La llamada estrategica es una conversacion real sobre si tu negocio es compatible. Sin presion. Sin discurso de ventas.
O llamame directamente al 928-628-6080.