Answering Service for Accountants
Every missed call is a missed client. Jodie answers your calls when you're in meetings, up against a BAS deadline, or knee-deep in tax returns.
Trusted by 1,600+ Australian service businesses
The problem
Tax season does not wait for you to answer the phone
When you're reconciling accounts or lodging a BAS before the deadline, you cannot stop to answer every call. But the business owner who just got an ATO notice needs an accountant now. They are calling the next firm on the list. New client enquiries, GST questions, and payroll queries all go to whoever picks up first.
- 70% of callers looking for an accountant won't leave a voicemail
- Business owners needing urgent help call 2-3 firms and go with whoever answers
- That adds up to 3-5 lost clients per month during busy periods
- A full-time receptionist costs A$1,500+/month just to answer the phone
70%
of callers looking for an accountant won't leave a voicemail
3-5
potential clients lost per month during busy periods
A$1,500+
monthly cost of a receptionist to answer your calls
How Accountants Use Jodie
BAS Deadline Call
The situation: A business owner calls needing help with their BAS. The ATO deadline is days away and they have not started.
Jodie handles it: Jodie picks up, asks about their business type, what records they have ready, and the deadline they are working to. You get a text with all the details so you can assess whether you can take them on.
Accountant in a Client Meeting
The situation: You're reviewing financial statements with a client when a new enquiry calls your office line.
Jodie handles it: Jodie answers, takes the caller's details, asks what services they need, and lets them know you will call back after your meeting. The lead is in your inbox when the meeting ends.
New Business Setup Enquiry
The situation: A startup founder calls asking about setting up a Pty Ltd, ABN registration, and GST registration.
Jodie handles it: Jodie asks about their business type, expected turnover, number of employees, and what stage they are at with the ATO. You get a qualified lead with enough detail to prepare a proposal.
After-Hours BAS Query
The situation: A business owner calls at 7pm worried about a BAS they need to lodge. They have questions about what GST they can claim.
Jodie handles it: Jodie takes their details, notes the specific questions, and lets them know you will be in touch in the morning. The message is ready and waiting when you start your day.
That new client is calling. Who is picking up?
Set up Jodie in under 2 minutes. She handles your calls while you handle the numbers.
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Built for Accountants
Everything you need to stop missing clients and keep your practice growing.
Never Miss a Client Enquiry
Whether it is a new business needing an accountant, a BAS query, or a GST registration question, Jodie picks up straight away and captures the details.
Qualified Lead Details
Jodie asks about their business type, what services they need, whether they have a current accountant, and any deadlines. You get a clear brief you can act on.
Sounds Like Your Practice
Callers think they're speaking to your office. Jodie knows your specialisms, the services you offer, and your availability. Works alongside Xero or any accounting setup.
On Your Terms
Forward calls when you're in meetings, working on returns, or done for the day. Switch it off whenever you want to answer yourself.
Live in Minutes
No tech skills needed. Set up call forwarding on your office phone and Jodie starts answering your accounting calls straight away.
FAQ Frequently Asked Questions
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The next new client is one missed call away.
Let Jodie take your calls while you're focused on the numbers.
First 7 days free, then pricing from A$99/month