Accountancy Firms Are Losing £1.1M Annually to Poor Enquiry Handling
Every missed or delayed enquiry is lost revenue. I help accountants, bookkeepers, and tax advisers automate enquiry response so you never lose another client to slow follow-up.
Based on firms receiving 100 enquiries per month with poor enquiry handling
The £1.1M Problem Every Accountancy Firm Faces
It's January. Busy season is ramping up. A potential new client submits an enquiry about year-end accounts and tax planning. You're buried in client work, so the enquiry sits in your inbox for three days. By the time you respond, they've already engaged another firm.
This scenario repeats itself throughout the year. According to the 2025 Professional Services Client Journey Report by insight6, accountancy firms scoring below 80% on enquiry handling are 30% less likely to convert opportunities.
For a typical accountancy firm handling 100 enquiries per month, this costs £1.1M annually in lost revenue. That's based on an average client value of £3,000 and 30 missed opportunities per month due to poor enquiry handling.
Can your firm afford to lose over a million pounds every year simply because you're too busy to respond to enquiries promptly?
How Much Is Poor Enquiry Handling Costing Your Firm?
Enter your numbers to see your specific lost revenue
These figures are based on the 2025 Professional Services Client Journey Report.
Automate Enquiry Response, Recover Lost Revenue
I help accountancy firms respond to every enquiry in minutes, even during busy season
Instant Response
- •Every enquiry gets personalised response within 2 minutes, 24/7
- •Capture lead details whilst they're hot
- •Qualify prospects automatically
Survive Busy Season
- •Automated enquiry handling when you're buried in client work
- •Never let an enquiry go cold during January-April
- •Follow-up sequences run automatically
More Conversions
- •Typical improvement: 20-40% increase in conversion
- •Recover £700K-£1M+ in lost revenue annually
- •Handle more enquiries without hiring
This isn't about replacing your team. It's about ensuring no enquiry falls through the cracks during busy season whilst your team focuses on high-value advisory work.
Most clients see ROI within 2-4 months. For a firm losing £1.1M annually, even a 50% improvement means £550K recovered revenue.
Beyond Enquiry Handling
Whilst enquiry automation delivers the fastest ROI, I can also help with:
Client Onboarding Automation
Streamline new client setup and document collection
Document Collection & Management
Automate document requests and organisation
Recurring Tasks & Reminders
Never miss deadlines or compliance requirements
Data Integration & Reporting
Connect systems and automate reporting
But let's start with the biggest problem first - stopping the revenue leak from poor enquiry handling.
From Lost Revenue to Recovered Revenue in Weeks
Free Discovery Call
- • Discuss your current enquiry volume and handling process
- • Calculate your specific lost revenue
- • Identify quick wins
Choose Your Approach
- • AI Clarity Consultation (£97/£197) for specific guidance
- • AI Audit (from £5K) for comprehensive analysis with ROI calculations
- • Jump straight to implementation if you're ready
Build & Implement
- • I design automation tailored to your firm and compliance requirements
- • Typically 2-4 weeks for enquiry automation
- • You stay involved throughout
See Results
- • Start recovering lost revenue within weeks
- • Measurable improvement in response times and conversion
- • Ongoing support available
Results from Accountancy Firms
Survived busy season without losing enquiries
"The automation handles initial responses whilst we focus on client work. Game changer for busy season."
Response time: 2 minutes (down from 3 days)
"We're now capturing leads we would have lost. Conversion rate has never been better."
Handling 40% more enquiries
"January used to be chaos. Now enquiries are handled automatically whilst we focus on tax returns."
Ready to Stop Losing £1.1M+ Every Year?
Start with a free discovery call to calculate your specific lost revenue and discuss solutions
No commitment. No sales pressure. Just honest advice about recovering your lost revenue.