Accounting & Advisory Firms · ALWAYS ON
AI Front-Office Assistant for Accounting & Advisory Firms.
A front line for busy season: client calls answered, status questions resolved, and new-client inquiries booked — without breaking your team's focus.
The problem this solves
- Status calls interrupting preparers all day
- New-client inquiries hitting voicemail in March
- Appointment scheduling back-and-forth
What we measure
- Staff interruptions per day
- New-client consults booked
- Peak-season answer rate
Every engagement starts by baselining these numbers in your systems — results are reported against your baseline, not against industry averages.
The playbook
01
Status-call deflection
Clients get return/engagement status from your workflow system without a staff interruption.
02
New-client intake
Prospect calls answered, qualified by your criteria, and booked — even at peak.
03
Appointment & document scheduling
Review meetings and drop-offs scheduled directly into partner calendars.
The market context, in published numbers
~30%
of activities in most occupations are automatable with currently demonstrated technology
25–40%
cost reduction reported by organizations deploying intelligent automation in business services
14–26%
measured productivity gains from AI in customer support and software development
Figures are third-party market benchmarks from the cited sources, not Ometz AI client results. We share them so you can size the problem before we ever talk.
Under the hood
What Front-Office AI does, out of the box.
Book or reschedule appointments
Connects directly to your calendar — GHL, Calendly, Google, or Microsoft.
Transfer calls to your team
Warm or cold transfer based on caller intent, department, or time of day.
Take detailed messages
Structured notes delivered to your team instantly via SMS, email, or CRM.
Answer common questions
Hours, location, services, pricing, directions — handled without staff involvement.
Send follow-up emails
Emails assets, brochures, or next-step information to the caller on the spot.
Look up customer records
Identifies returning callers and personalizes the response accordingly.
Log calls to your CRM
Every interaction recorded — contact created, outcome logged, workflow triggered.
Escalate when needed
Knows when to hand off to a human and does so smoothly, with full context.
Also in the Accounting & Advisory Firms program
GROWTH
B2B Growth Engine for Accounting & Advisory Firms
Advisory growth as a system: CAS and advisory campaigns into your existing book, plus niche outreach for the clients you actually want.
EFFICIENCY
Back-Office Automation for Accounting & Advisory Firms
PBC chasing, engagement letters, and deadline tracking — the firm's internal admin, automated.
Next step
See what Front-Office AI recovers for your accounting & advisory firms business.
Fourteen questions, four minutes, and a maturity radar across the seven dimensions of AI readiness, from strategy to culture. Then decide if a conversation is worth your time.