Hey Jodie guides
Accountants & CPAs guides
Practical advice for accountants & cpas on handling calls, capturing leads, and winning more work.
The best accounting practice management software for 2026: a CPA firm buyer's guide
An independent comparison of accounting practice management software for US firms: how the main platforms stack up by firm size, what to weigh before you buy, and the front-office job none of them handle - answering the phone.
How to Get More Accounting Clients: The Channels That Actually Work
The marketing channels that genuinely win accounting clients, plus the lead-capture step most firms skip - answering the inquiry call before a competitor does.
What to charge for accounting and bookkeeping services: US rates and how to set your fees
How to price your accounting or bookkeeping practice: real US fee benchmarks, the pricing models that beat hourly billing, a worked example, and how to win the fee you quote.
Explore other trades
Plumbers
Water heater blows at midnight? Jodie takes the call, books the job, and lets you sleep until the truck is needed.
Electricians
Emergency calls and new job requests answered instantly, even when you have both hands in a breaker panel.
HVAC Companies
From broken boilers in winter to AC installs in summer, Jodie keeps your phone covered all year round.
Roofers
Hail damage calls flood in when you're on a job. Jodie captures every lead while you're up on the roof.
Exterminators
Termite swarms and roach calls pile up fast. Jodie picks up so you can pick up the job.
Dental Offices
New patient calls and insurance questions answered right away. No hold music, no missed appointments.
Auto Repair Shops
Breakdown calls and service bookings answered on the first ring, even when you are elbow-deep under the hood.
Real Estate Agents
Buyer inquiries move fast. Jodie answers every call before they move on to the next agent.