Stop letting $400/month clients ghost after the free consult — pre-qualify and book paid onboarding
Our front desk answers every bookkeeping inquiry in under 8 seconds, screens for budget and scope, and books the paid onboarding call. Live in 14 days for bookkeeping firms.
Hear it answer like it would for your shop. 60 seconds. No signup.
Built on Twilio + OpenAI + ElevenLabs · Bilingual EN/ES · Kingman, AZ · Live in 14 days or build is free
Right now your bookkeepers business is leaking money in 4 places:
Free consult graveyard
You spend 30 minutes on discovery calls with prospects who vanish. That's 5-10 hours a month you don't get back.
Scope creep starts on call one
They call asking for 'simple bookkeeping' and it turns into payroll, AP, AR, and reconciliation. You didn't screen for that.
Off-hours prospect window
Small business owners research bookkeepers at 9 PM after they close their own shop. Your phone goes to voicemail.
Referral follow-up delay
Your best client refers a friend. That friend calls, gets voicemail, and Googles someone else.
How it actually works (no jargon)
Your phone rings on your existing number. Nothing changes for your customers.
If nobody picks up in 2 rings, our AI answers in a voice you pick (male/female, tone, accent).
It asks 4 questions tailored to your industry: Business type and monthly transaction volume, Current accounting software, Services needed (bookkeeping, payroll, tax prep), Monthly budget range.
It books straight into QBO, Xero, Karbon, Ignition.
You get a text with the booking. If the AI doesn't know something, it texts you and lets you take over.
Built on Twilio (phone), OpenAI/Anthropic (brain), ElevenLabs (voice). Bilingual English/Spanish standard. TCPA-compliant build.
What gets booked
Every inquiry answered and pre-qualified for budget
Paid onboarding calls booked with scope already defined
Low-budget prospects routed to self-service resources
Why business owners trust us
Wylie Stevens
Founder, AI Peak Biz
Kingman, AZ
wylie@aipeakbiz.com · 903-556-3596
“This AI receptionist has been a total game changer for our business. No more missed calls. No more overwhelmed staff. Every call is answered instantly and professionally, even after hours.”
Danni O.
“Wylie has been on top of design, testing new features, and paying attention to make sure everything works properly. The bot holds conversations very well and gathers helpful information before I ever have to talk to a customer.”
Bryan J.
“Wylie is a true professional on all levels! His company helped our marketing efforts in ways originally hard to imagine! The services this company offers is vast and honest, no hard sell, great guidance!”
John E.
“Wylie does a great job on websites helps you with anything.”
Brian D.
“Our church has benefited tremendously by using AI Peak Biz. Highly recommend it!”
Barb E.
Sample call
Hi, I run a small landscaping company and I need someone to do my books. I'm drowning in receipts.
I hear you — that's exactly what we help with. Roughly how many transactions does your business process per month, and are you using QuickBooks or any other software right now?
Maybe 150 transactions a month. I have QuickBooks but I haven't opened it in 3 months.
Got it. I'm booking you for a paid onboarding call this Wednesday at 11 AM — that's a 45-minute deep dive where we'll scope your cleanup and monthly services. I'll text you a link to upload your last 3 bank statements before the call. Best number for that text?
We're a Kingman, AZ shop with 5 Google reviews. We'd rather earn yours than fake fifty. Call our AI yourself — you'll know in 60 seconds.
GLBA-compliant. Follows FTC Safeguards Rule for financial data protection. All client financial information encrypted in transit and at rest.
Our guarantee (in plain English)
Live in 14 days or your build fee is free.
If you don't get 5 qualified paid onboarding calls booked in your first 30 days, your next month is on us.
Month-to-month after the build. No 12-month lock-in.
We only work with bookkeepers shops doing $40K+/month. If you're not there, we'll tell you and refund.
What it costs
Essentials
$4,997
deployment
+ $997/mo management
Growth
$7,997
deployment
+ $1,497/mo management
Peak
$14,997
deployment
+ $2,497/mo management
The goal of this page isn't to close — it's to let you hear the AI yourself and decide if it's worth a 15-minute conversation.
A note from Wylie
Frequently asked questions
I personally build every account. I take 4 new shops per month.
Year-end cleanup season starts in 6 weeks. Build now, capture every January call.
At $100-$150 per lead and $300-$800/mo, $5,000-$10,000 LTV average job value, every week you wait is money walking out the door.