CPA Pipeline
A diagnosis, not a sales pitch

What an unanswered enquiry
really costs.

Ask any partner what a client is worth and they will know. Ask how many enquiries went unanswered last month and the answer is a shrug — because nothing records a missed call.

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Your figures, not oursTwo-minute readThe pitch is at the end

The number nobody writes down

A prospective client searches for an accountant, opens three tabs, and messages the one that replies first. That is the whole comparison at that moment.

Enquiries a month, all channels—
Proportion unanswered or answered late— %
Of those, the ones that would have converted— %
Clients lost × your average client value$ —
Annual cost of not answering$ — / yr

[MAKE THIS YOURS] — the columns are left blank deliberately. The audit fills them in with your market and your average client value.

And the losses skew valuable. Urgent, deadline-driven enquiries go to whoever answers. Patient price-shoppers wait for office hours.

Three places they go

After hours, Deadline season and No qualification

1
After hours

First-contact enquiries arrive after the school run, after the VAT panic, on a Sunday. A form read on Monday morning is a reply three days late.

2
Deadline season

January is when everyone looks for an accountant at once. Firms with the pages and the intake layer ride that wave; firms without it watch it pass.

3
No qualification

Sole-trader returns and six-figure advisory work look identical in an inbox. Someone spends half an hour finding out which is which.

Two-minute scorecard

Give yourself a mark

1. Enquiries get answered inside five minutes, whatever the hour
Office hours only does not count. Most enquiries arrive when you are shut.
2. I know how many enquiries we missed last month
If that needs a guess, you already have your answer.
3. There is a page for every service and every town we serve
A services page earns nothing. Specificity is the mechanism.
4. Enquiries are qualified before they reach me
Otherwise your day starts with sorting rather than selling.
5. Out-of-hours enquiries can book, not just leave a message
A message is not a booking.
6. I can show what the site and the phone produced last month
If not, decisions are made on how busy the month felt.

How to read it: 0–2 means the phone is losing you work today. 3–4 means the out-of-hours and follow-up gaps are the leak. 5–6 is unusual, and your remaining upside is qualification quality.

Hire for it, or answer everything without hiring

Employ or outsource
  • $1,800–$3,200 a month for office hours alone
  • Evenings and weekends still uncovered
  • Holidays, sickness and turnover included
The cohort build
  • Hundreds of local pages plus 24/7 intake
  • $500 refundable, then $299/mo
  • Live in 14 days, two guarantees in writing
See the build Take the audit
Free · one business day

Get your own number

Tell us your area and a typical month. You get back what slow replies and missed calls cost your accounting firm, plus the intake questions we would build for you.

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