Virtual receptionists for accountants & financial services companies

Our outsourced call answering solutions have no lock-in contracts, offering complete flexibility to scale your business during your busiest times. When you crunch the numbers, it’s incredible value-for-money.

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Call answering free trial

Convey confidence & trust with quality-monitored phone answering by bilingual receptionists

24/7 financial services call answering

After-hours, weekends and public holidays … we answer every call so you never miss a client opportunity.

New client intake assistance

We follow your scripts to qualify your leads and ensure you only spend time on relevant inquiries.

Appointment scheduling in your tools

We seamlessly schedule appointments into your existing calendar or input them into your CRM.

Flexible overflow & holiday cover

Already have an in-house receptionist? We can answer calls when they’re busy, at lunch, on holidays or off sick.

Manage tax time or other seasonal demand

Phones go crazy at tax time? With no lock-in contracts, you can use us for your periods of peak demand.

Optional toll-free number

Give your accounting or financial services business a national presence by registering a toll-free number.

How our virtual reception service works

1 Set up within minutes 2 Customer calls you 3 We answer for you 4 We deliver your messages

Set up within minutes

Tell us about your business, your preferred greeting and how you’d like us to interact with your callers. Then simply confirm who should receive messages or, depending on your plan, call transfers when they’re available.

Customer calls you

By forwarding your business phone to the unique number we provide, we’ll know when an incoming call is for you. You’ll have flexibility to send all calls to us or only unanswered calls.

We answer for you

Our friendly and professional receptionists will answer your business calls with your preferred greeting, 24/7 if you wish. Depending on your plan, we can take messages, transfer selected calls, answer FAQs, submit leads into your CRM, take orders, process payments, schedule your appointments and more.

We deliver your messages

After each call you’ll immediately receive a message by email, SMS or both (as chosen by you) including details such as the caller’s name, phone number and, of course, the reason for their call.

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Your tools are our tools

Our MyAssistant and MyDiary call answering services include seamless integration with the software you already use, including your preferred calendar, booking system or CRM for scheduling appointments or adding new clients.

24/7 call answering 365 days a year adds up to enormous client satisfaction

Whether you are a tax advisor, accountant, bookkeeper, financial planner, capital management firm, insurance broker, mortgage broker, lending company or any other financial services provider, your clients hate failing to reach you on the phone. Whatever time they call.

We ensure you never miss a call or opportunity, provide the best caller experience for your clients and implement strict data protection practices.

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Try our 7-day free trial

Complementary business solutions

Phone numbers

Set up virtual inbound numbers for different locations or, if you require a national presence, a toll-free number.

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Automated messaging

Have voicemails instantly emailed to you both for convenience and to ensure no important communications are ever missed.

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Virtual address

Choose a virtual business address to expand your presence geographically, without expensive overheads or the need to relocate.

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What our customers love

Previously I’d be interrupted regularly or let things go to voicemail and play phone-tag. Now ReceptionHQ saves me a tremendous amount of time and frustration!

Rachel Barnett, Gentle Frog Bookkeeping

I have used ReceptionHQ for a short time for my insurance agency, but I’m very impressed with their service. It is affordable and easy to get set up.

Michael Smith

ReceptionHQ is outstanding! All incoming calls were answered with a friendly, professional greeting. I never missed a call or message from their professional staff.

Van Shaw

ReceptionHQ has been a game-changer for our team … accurate and immediate messages from the RHQ team have been instrumental to our continued success.

Barbara Richards, United Faith Mortgage

As an insurance agency, our call volume can be high at times. ReceptionHQ representatives answer our calls quickly and consistently.

Kai Smith, Station 5 Insurance

ReceptionHQ is professional, reliable and adds the level of service that takes businesses to the next level.

Nita Tyler

Our firm has engaged several answering services; however, no other answering service has provided the quality of service we receive from ReceptionHQ.

RMD Financial Corp

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Trusted by more than 300 financial services businesses

FAQs

Are you able to answer just some of our calls?

Yes. This is referred to as “call overflow”.

A lot of companies require their phone calls to be answered only when they are unable to take the call themselves. For example, if you step out of the office for an hour or your in-house receptionist goes to lunch, is on leave or is busy on another call and you have multiple calls coming in at the one time.

You can set your business phone number to divert (to the unique local phone number we allocate your business during the Free Trial setup process) only when the phone rings for more than a specified period (such as after 5 rings) or if your line is busy/engaged.

In such instances our receptionists will then answer the phone as if we were in your office. You’re always in control and can relax knowing you will never miss another important call again!

Do you offer live call answering services in Spanish?

Yes. Spanish bilingual service is included with every account at no additional cost. Whether Spanish-speaking callers are common or occasional to your business, we provide customizable options free of charge to ensure exceptional experiences for your Spanish and English-speaking callers.

Are calls answered within the United States?

Yes. ReceptionHQ’s team of receptionists based in the United States predominantly answer calls for our US clients during standard office hours, with overflow support available from our international teams such as in Australia and the UK. Calls are answered by our team in the US whenever possible, however calls overflow to our international teams after hours and during unforeseen peaks in call volumes. This enables us to provide 24/7 coverage for businesses that need it and ensure calls are always answered as fast as possible, reducing the risk of call abandonment. We know Average Speed of Answer (ASA) is very important to our clients and one of our key differentiators is that we’re able to answer calls in under 10 seconds, on average.

Are you able to book appointments for us?

Yes, we have a dedicated team of highly experienced receptionists who can book appointments for you. The MyDiary service is ideal for professionals who depend on appointments being made and managed while they are focused on their clients. Our receptionists can schedule and reschedule appointments, manage cancellations and even take payments in your preferred software. We support a large number of third-party appointment booking tools and CRMs. Please contact us for more information.

Can you transfer calls to me or a staff member?

Yes, we are able to transfer calls to any staff member on any phone (landline or cell). With our innovative software, we can record availability preferences for each staff member and only transfer when requested. Individual details can be updated at any time via our online client portal or mobile application.

We pride ourselves in offering ‘warm transfers’, that is, callers are always announced to you before the transfer takes place. If you’re unavailable, or if you don’t answer the call, our receptionist will go back to your caller, let them know you’re unavailable, take a message then forward it to you.

We do not blind transfer calls (transfer unannounced) unless you request this.

Can we list multiple staff members with individual message preferences?

Yes. Each staff member and/or department can set their own availability status and decide whether to have their calls transferred or a message taken. All settings can be updated individually and instantly via the ReceptionHQ client portal or mobile application.

Can your receptionists answer questions from callers?

Yes. We are able to answer basic questions such as your location, directions to premises, fax number, website, pricing and other general questions. Depending on your plan, you can provide us with detailed call scripts or answers to FAQs to assist your callers. Just let us know your needs and we’ll set up your account according to your preferred process.

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Have questions? Please fill in your details and we’ll be in touch.

Want to try our call answering services for free?

Put America’s leading virtual receptionist solution to the test! We’re ready to answer your phone FREE for 7 days.

Start your free trial

Want to try our call answering services for free?

Put America’s leading virtual receptionist solution to the test! We’re ready to answer your phone FREE for 7 days.

Start your free trial

What does the free trial include?

The trial is based on our ReceptionistPlus service, with our team of virtual receptionists able to take messages and transfer calls based on your availability settings.