Streamlining Client Appointments and Tax Filings For 2024

The winter season — especially the first quarter of the new year — is the busiest time of the year for those in the finance, tax, and accounting sectors. When you have an almost endless number of things to do and people to meet with, it’s easy to miss calls coming into your office. That’s where an answering service from Posh can come in handy during normal business hours and after hours. 

Learn more about the benefits of a 24-hour answering service for financial advisors, accountants, and other finance professionals below.

Year-End Challenges for Finance Professionals

As the year comes to a close, businesses are working hard to plan their 2024 budgets, organize accounts, and collect materials as they prepare for tax season. That means your job as a finance professional is about to get a lot busier.

It can be challenging to keep up with the near-constant stream of incoming calls while also meeting with clients and colleagues and handling all the other aspects of the job. Something will almost certainly fall through the cracks if you try to do it all — and you definitely don’t want it to be your relationships with your clients.

Benefits of a 24-Hour Answering Service

There’s no denying the challenges that finance professionals face during the winter months. Fortunately, there’s also a viable solution that can make this busy season a little less stressful: A 24-hour answering service with a human answering each call.

Here are some of the top reasons to consider using this type of service in 2024:

Stay Focused on Your Clients

During this busy, stressful period, you must give your clients your full attention. When you’re dealing with something as important as people’s finances, you can’t afford to be distracted by incoming calls.

If you utilize an answering service, you can trust that your calls are being answered, but you also don’t have to worry about being the one to actually pick up the phone.

Avoid Missed Opportunities

While you certainly don’t want to let incoming calls interrupt your client meetings, you also don’t want to miss out on opportunities to gain new clients.

If you don’t use an answering service, you will miss calls and could lose clients to your competitors. Using an answering service means that every call gets answered, so each prospective client feels valued and has a chance to connect with your business in a way that serves them and you.

Be Available 24/7

Yes, you work long hours as tax deadlines approach, but that doesn’t mean you want to be on call 24 hours a day.

By using an answering service, POSH can answer calls outside of your regular business hours, and reach your clients faster with a human virtual receptionist any hour of the day, 365 days a year. 

Lower Office Overhead

Could you hire someone to answer your phone while you meet with clients and handle tax filings? Sure.

However, hiring an employee, full-time or part-time, comes with a lot of added expenses, from the cost of their salary and benefits to the cost of equipment.

Keep in mind, too, that a receptionist or administrative assistant can’t be available 24/7. An answering service, on the other hand, can.

An answering service like POSH can assist in saving overhead costs in comparison to a part-time or full-time employee.  Instead of paying an hourly wage or annual salary, you pay a flat fee for 24/7 assistance.

Make a Great Impression

Think about the last time you called a business and got sent straight to an answering machine. You probably felt pretty frustrated, right?

That’s how your prospective clients feel when they try to reach out to you for a financial appointment. And their call is delayed until someone on your team can return the call. 

By using an answering service, every client’s call will get answered. That allows your company to appear more professional and leave a better impression.  

Streamline Client Appointments and Tax Filings with Posh, a 24-hour Answering Service

The busiest time of year for accounting professionals is almost here. That means it’s time to start making plans for streamlining client appointments and making the most of your time in the office.

An answering service from Posh will save you from missing calls. Also helps you stay connected to clients and present your business in the best light.  Try Posh for FREE for 7 days!