Accounting firms
Client meeting booker
Books review meetings when a client's work is ready, with your Calendly link and a reminder the day before.
Common
For accounting and bookkeeping firms
Review request sender
Asks every client for a Google review when their work is done and answers new reviews in your voice.
- Karbon
- Gmail
- Google Business Profile
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery Friday at 10:00
- 1Find client work marked done this week in KarbonKarbon
- 2Write a thank-you note with your Google review link
- 3Draft replies to new Google reviews, no client detailsGoogle Business Profile
- 4Ask you first before sending and postingHe asks you first
- 5Send the note to every client on the listGmail
- 6Post the review repliesGoogle Business Profile
- 7Text you what clients said
- What you getEvery client asked for a review, every review answered, and no client details in public.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for accounting and bookkeeping firms
Accounting firms
Client newsletter writer
Writes your monthly client newsletter with key dates and firm news from your notes, and sends it in Mailchimp.
Accounting firms
Seasonal hiring helper
Sorts applicants for tax season roles by your must-haves, books the interviews you choose, sets up hires.
Accounting firms
Document chaser
Chases clients for the documents you still need, through your TaxDome portal, until they are in.