7-day free trial · from $99/mo

Answering Service for Financial Advisors and Accountants

Prospects calling an advisor are comparing two or three practices on the same afternoon, and tax season turns a steady phone into a flood. A call that lands in voicemail rarely comes back. An answering service fixes that — and an AI answering service does it instantly, 24/7, for a flat monthly price instead of per-minute call-center fees.

Hear Nicole — (415) 413-5576Start free trial

How it works for financial advisors and accountants

  • Answers prospect calls while you are in client meetings all day
  • Qualifies the enquiry: service needed, entity type, timeline, rough asset or revenue band
  • Books discovery calls into your calendar and confirms by text and email
  • Absorbs the tax-season surge without a temporary hire

Calls Nicole handles

Typical advisory practice calls: new client enquiries, consultation bookings, tax-season document questions, existing client callbacks. Advisory work is meeting-heavy, so the phone is unattended for most of the day. Nicole answers professionally in your practice's name, qualifies each enquiry against the clients you actually want, and books discovery calls straight into your calendar.

Simple pricing, no contracts

7-day free trial on every plan · Cancel anytime · No contracts. Start on Starter — $99/month. Growth and Extreme Pro are direct upgrades. Pick the call volume that fits your business.

Starter

STARTER

$99/month

$99 one-time setup fee

250 AI minutes/month

7-day free trial · Cancel anytime

  • AI receptionist
  • Lead capture
  • Message taking
  • FAQ handling
  • Spam protection
  • Custom call instructions
Start Your Free 7 Day Trial

Growth

⭐ MOST POPULAR

$199/month

$199 one-time setup fee

500 AI minutes/month

7-day free trial · Cancel anytime

  • Everything in Starter, plus:
  • Appointment booking
  • More advanced call handling
  • Warm transfers
  • Additional customization
Start Your Free 7 Day Trial

Extreme Pro

EXTREME PRO

$299/month

$299 one-time setup fee

1,000 AI minutes/month

7-day free trial · Cancel anytime

  • Everything in Growth, plus:
  • Advanced call routing
  • Expanded customization
  • Additional business training
  • Priority setup/support
Start Your Free 7 Day Trial

7-day free trial on every plan · Cancel anytime · No contracts

Compare all plans →Or call (415) 413-5576

Frequently Asked Questions

How much does an answering service for financial advisors and accountants cost?

Plans start at $99/month for 250 minutes plus a one-time $99 setup fee that only applies if you stay after the 7-day free trial.

Will callers know they're talking to AI?

Nicole sounds natural and answers in your business name. If a caller asks, she's honest that she's an AI receptionist for your business.

Do I have to change my phone number?

No. You forward your existing number to Nicole — all the time, after hours, or only when you don't pick up.

Is there a free trial?

Yes. Every plan includes a 7-day free trial. Nothing is charged until the trial ends, and you can cancel anytime.

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