Reply To: Client Intake

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Hi Jim,

I am a solo CPA practitioner but do have a small admin staff. However, we use a live answering service which can screen our clients. So you may consider a live answering service and they can transfer calls if they ae qualified or current clients…you can customize it to your preference.

I use Ding A Ling…I copied and pasted their information below.

Ding A Ling Answering Service
Division of Palm Beach Business Services Inc.
Jupiter, FL 33458 and Sparta, TN 38583

Tel: (800) 544-4775
Fax: (800) 514-3402
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