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Phone audio for accountants

Your phone year is not flat. The calls arrive from the start of July, then again before every BAS, and they ask the same four questions. On hold is the cheapest place to answer them.

Why it matters here

Every client rings in the same eight weeks

  • Tax time concentrates a year of calls

    Individual returns start the first week of July and 31 October sits behind every conversation after that. Hold times you would never see in March turn up in September, and the caller has already waited once this week.

  • The questions are predictable enough to record

    What to bring, whether they can still lodge, how long a refund takes, what an appointment costs. Four answers on hold and the conversation starts further along than it otherwise would.

  • BAS quarters put business clients on the line together

    Late October, February, April and July bring bookkeeping questions and lodgement chasing into the same fortnight, usually while your team is in back-to-back appointments.

  • The wait can prepare them

    A client who hears what to bring while they are on hold turns up with their records. The hour you booked then takes an hour, which is worth more than the call ever was.

Music On Hold

An example script

The shape and the level of detail that tends to work for accountants. The business is invented and the words are only a starting point — yours are written in the studio.

Thanks for holding. One of our accountants will be with you shortly. If you are booking a tax return appointment, bring your income statement, any private health cover details and receipts for work-related expenses. Business clients can send BAS records through the client portal at any time, and we confirm every lodgement in writing once it is done.

What to mention in yours

  • What a client should bring: income statements, private health details, receipts, ABN and BAS records.
  • The next lodgement date you want clients thinking about, and who to speak to if they are behind.
  • Whether you are taking new clients, and whether appointments run after hours during tax time.
  • How to send documents to you securely, if you would rather they did not arrive by email.

You write the words, or edit what the assistant drafts, so what your callers hear is your decision rather than ours.

Questions

Before you start

Pick from the Australian voices, and take a five-second preview of your own audio. Your download is prepared for your phone system, and pricing is one payment for the recording you make.

Create a message for your accounting practice.

Start from a blank page or let the assistant draft it. Either way you hear five seconds of your own audio before you decide anything.

No account needed. Payment comes after the preview, not before.