You are heads-down in a client file and the phone rings with somebody whose books are two years behind. AIssie answers, finds out how big the mess is and which software it lives in, and books the discovery call — so you take the enquiry without losing the afternoon.
Bookkeeping enquiries come in bursts — before BAS, at year end, the week a business owner finally gives up on doing it themselves. They are ringing two or three bookkeepers, and the one who answers and asks the right questions is the one they sign with.
AIssie answers your phone in a professional Australian voice, asks roughly how many transactions a month and which software they are on, quotes your package fees, and books a discovery call.
Business owners on your website or Google listing can chat with AIssie to ask what monthly bookkeeping costs, whether you handle payroll, and book a discovery call — with the details captured for you.
From a solo BAS agent to a practice with a team, AIssie handles the enquiries you cannot take mid-reconciliation. Tell it your packages, your rates and your qualifying questions, and it answers the same way every time.
The fastest way to lose money on a bookkeeping job is to price a clean-up over the phone. AIssie is set up to give your hourly rate and book the file review instead — because how bad the file is decides how long it takes, and nobody knows that until they open it.
Yes. You give it your packages and it quotes from them, asking roughly how many transactions a month and how many bank accounts first — so the number it gives is the right one rather than the cheapest one.
No, and that is deliberate. AIssie gives your hourly rate and books the file review, because how far behind the books are decides how long the job takes and that cannot be judged over the phone.
It answers the practical ones — what you charge to prepare and lodge, when the deadlines fall, what you need from the client. It does not advise on how a transaction should be treated for tax, which is the accountant call.
Yes. AIssie asks which software the business is on and captures it with the enquiry, so you know before the discovery call whether it is a Xero file, an MYOB one, or a shoebox.
Yes. You forward your existing number to AIssie, either all the time or only when you cannot pick up.