Stop Losing Clients While You’re Buried in Spreadsheets.
Julya picks up every ring, qualifies six-figure engagements, and texts you the essentials before you finish your client’s P&L.
Five-minute setup. Costs less than one lost 1040. Keeps your calendar full and your reputation spotless.
Ready in 5 Minutes
Type your firm name, forward your line, sip your coffee. By the last gulp Julya is answering with “Thompson & Co., CPA” and logging every client deadline.
Cheaper Than One Missed Call
An average bookkeeping client is worth $3,200 a year. Let that call bounce to voicemail and you’ve burned far more than Julya’s monthly fee.
Works as Hard as You Do
Q1 crunch, extension season, or a sleepy August, Julya never yawns, never logs overtime, and never leaves a prospect hanging. Call volume spikes? She scales in the background.
Why Owners Need More Than an Old-School Answering Service
Voicemail worked when clients mailed shoeboxes of receipts. Today they tap the next CPA on Google before your beep even finishes. Lost ring, lost retainer.
Generic call centers mean a stranger mispronounces “941” and can’t separate a one-off W-2 from a long-term advisory lead. Confidence crashes, prospects bail.
Sound familiar? You’ve probably tried one of these:
Voicemail
During March rush, 70% of callers who hit voicemail dial the next firm. That’s $3k in annual fees gone before lunch.
Scripted Operators
Offshore agents stumble over “Form 1120-S” and can’t separate a one-off W-2 from a long-term advisory lead. Confidence crashes, prospects bail.
Costly 24/7 Call Centers
Live centers charge $2.80 a minute. You pay the bill and still repeat every detail the next morning.
Meet Julya – the smarter alternative!
Julya answers on the first ring, gathers entity type, year-end, and urgent notices, then pings you so you decide when to call back, not the IRS deadline.
What Is an AI Answering Service?
Picture an assistant who never misses a ring. She knows your firm name, your base retainer, and the difference between a simple 1040 and a payroll tax audit. Polite, fast, always on.
That’s Julya. All AI under the hood; all human to the ear. No scripts, no tin can voice, just calm competence.
When someone dials, Julya answers, handles basic tax-season FAQs, and sends a booking link before they browse the next CPA. Voicemail disappears. You keep billing while the next engagement books itself.
Why Firm Owners Pick Julya Over Call-Center Routine
Sounds Human, Not Robotic
A calm, confident voice nails “Schedule C” on the first try. No keypad maze. Prospects feel at ease and sign on.
Instant Heads-Up
Name, entity type, and deadline hit your phone before the caller hangs up. You stay in control; no lost retainers.
Asks the Smart Questions
“EIN?” “Fiscal year-end?” “Using QuickBooks or Xero?” Julya collects what matters and sends a tidy brief. No follow-up chase.
Every Word, On Record
Every call is recorded and transcribed. Train staff, confirm scope, or squash a “you never told me” claim in seconds.
Feel the Julya Difference on the First Ring
Voicemail makes customers wonder if you’re still in business, a phone that rings forever feels worse.
Julya picks up, clear, calm, human.
She sorts the simple questions, captures the lead, and turns every ring into a warm referral instead of a roll of the dice.
Ready for fewer missed calls and fuller billables?
First 25 minutes completely free. No credit card required.
Julya's Got Even More to Offer
Greets by Name, Not Ticket #
“Good morning, Jill.” A name beats a queue number. Callers feel welcomed, you sound bigger.
Collects the Need-to-Know
“Dog in yard? Gate code?” Julya asks once, writes it down, and you roll up prepared.
Kicks Spam to the Curb
Robocalls hit a wall, real customers get through. Your phone finally breathes.
Hands Off Only the Hot Leads
When a caller needs you now, Julya patches them through. No awkward holds, no lost info.
Bilingual, So You Don’t Lose a Client
English or Spanish today, more soon. Whoever calls, Julya meets them where they are.
Pinged Before the Dial Tone Fades
Details hit your phone while the caller is still smiling. Fast follow-up, zero chase.
Text a Link
Send links, directions, or booking confirmations via text during the call. Give your callers exactly what they need, without making them wait or follow up.
Call Recordings & Transcripts
Access detailed call recordings and transcripts anytime. Use them to improve service, settle disputes, or just keep a record of what matters most.
Hear Julya in Action
The future of client intake is here. Don’t fall a ring behind.
First 25 minutes completely free. No credit card required.
How It Works in 4 Simple Steps
Train Julya on your firm
Use your Google Business profile, website address, or basic business details, such as your company name, industry, and services, to quickly set up Julya - your AI answering service.
Is this your business profile?
Summit CPA & Advisory
Accounting & advisory firm in Des Moines,
Iowa. Appointment-based service
Confirm Julya has the facts straight
Julya will be trained on your business details for accurate, professional interactions. Customize her responses, set questions for message-taking, and define how calls are handled to ensure the right experience for every customer.
Incoming Calls...
Forward your main line to Julya
There's no need to change your existing business number. Simply forward your calls to Julya and keep using the number your customers know, while Julya takes care of answering, messaging, and providing a professional experience.
Julya answers & captures the brief
When a call comes in, Julya will answer the call, answer questions, and take a message according to your needs. You'll then be notified by email and/or text, and every call recording and transcript is saved in your calls inbox.
Frequently Asked Questions
Start Signing More Engagements Today!
First 25 minutes completely free. No credit card required.
Get Started for Free