Kansas City, MO — for accounting and bookkeeping firms
Your busiest season is the season you cannot answer the phone.
New client inquiries peak exactly when your capacity to respond hits zero. Meanwhile hours disappear into chasing documents and categorizing transactions that never needed a person.
Your numbers
Run it on your own shop.
Already set to accounting or bookkeeping. Change the two figures so they match, and the arithmetic follows.
KCboost- Inquiries that arrived mid-season and got no reply$5,98652 inbound/mo x 32% never answered x 15% would have booked x $2,400
- Chasing clients for missing documents$1,47711 hrs/week x 4.33 weeks x $31/hr loaded cost
- Categorizing and cleaning transactions$1,87914 hrs/week x 4.33 weeks x $31/hr loaded cost
- Advisory work your clients bought somewhere else$1,260~1.5 clients/mo who would have added advisory at $840 if asked at the right moment
Estimated from industry benchmarks and the two numbers you entered. Every one of them gets replaced with your real data once we pull it, and sometimes the real number is smaller. We will tell you either way. See every source →
What it actually says
This is the call you are not answering.
The script I would build for your shop, written out rather than acted out. I am not going to fake a recording of a customer who does not exist.
- Two rings. 7:48pm, after you closed.
- DispatchThanks for calling. This is the front desk, how can I help?
- CallerI need someone to take over the books, we are behind.
- DispatchWe can catch you up. Are you an S-corp or an LLC, and what are you on now?
- Caller[caller answers]
- DispatchBooking a consult with a partner Wednesday at 11. Bring last year's return.
- Written into QuickBooks. You get a text with the details before you have put your phone down.
What I would install
Four fixes, in the order they pay off.
All of it wired into QuickBooks, Karbon or Canopy, or whatever you actually run on. You do not change software to work with me.
Inquiries that arrived mid-season and got no reply
$5,986 a month. Dispatch qualifies entity type, service need and complexity, then books onto the right partner calendar.
Chasing clients for missing documents
$1,477 a month. Tracks the open item list per client and chases it politely until the document actually arrives.
Categorizing and cleaning transactions
$1,879 a month. Learns each client chart of accounts and pre-categorizes, leaving you the exceptions only.
Advisory work your clients bought somewhere else
$1,260 a month. Flags the trigger events in the books that justify a real advisory conversation, and drafts the outreach.
Start here
Let me call your shop.
Free. I call your business the way a customer would, twice in business hours and once after you close, then send you the recordings with a short report on what it cost you. No meeting required.
Dalton Stearns
dalton@kcboost.com
Kansas City, MO