More qualified calls for financial and tax services firms.
Tax and financial services run on deadlines, and demand arrives in waves. We fill your calendar before the peak, collect documents without the chasing, and keep appointment setting running when your team is at capacity.
Who we work with
- Tax prep
- Bookkeeping
- Payroll
What holds financial and tax services firms back
Seasonal peaks
Most of the year's demand lands in a few weeks, and phones go unanswered right when clients are ready to buy.
Chasing documents
Staff spend hours reminding clients to send forms, statements and signatures.
Price shoppers
Low-intent callers want a quote and nothing else, and take time from clients who are ready.
What we do for financial and tax services firms
Google Ads call generation
Campaigns scheduled around filing deadlines, with budgets that scale into the peak. We don't advertise EIN or other government ID filing unless the advertiser holds the certification Google requires.
AI automation
Automated document requests, reminders and status updates that clients can answer by text.
Outbound lead generation
Appointment setting and reactivation calls to past clients before each season.
What counts as a qualified call
Qualifies when the caller...
- Needs a service you offer
- Is in a state where you're licensed or registered
- Is a new client
What drives your cost per call
- What a customer is worth to you
- How competitive your area is on Google
- How strict the rubric is
- Hours covered and daily caps
Agreed in writing before launch. Read our full qualified-call standard
Numbers we manage to
Cost per booked appointment
Spend divided by appointments on your calendar.
Show rate
Booked appointments that happen.
Document completion
Clients with a complete file before their appointment.
Returning client rate
Past clients who book again after reactivation outreach.
Financial and tax services questions.
No. Agents book appointments, collect documents and answer process questions. Advice stays with your licensed staff.
Yes. We plan seats and budgets ahead of the peak and scale back afterward.
- Consent-based outbound to consumers
- A recording notice where state law requires it
- Do-not-call scrubbing before every campaign
Talk to someone who has run tax and financial services campaigns.
Bring your current cost per call. We'll show you what we'd change first.
No pitch decks. Or call (281) 410-8397, Monday to Friday, 9am to 6pm ET.