How Lumeairy solves this in Miami: Your operator follows up on unsigned engagement letters and proposals — at 3, 7, and 14 days — until they're signed or declined.
What this costs bookkeepers and accountants
- Clients who don't send documents on time — making deadlines impossible
- High volume of routine questions that interrupt deep work
- Proposal follow-ups during busy season when there's no time
- Managing multiple deadline cycles simultaneously
What your operator handles
- Sends document request reminders to clients on deadline
- Answers routine client questions without interrupting your workflow
- Follows up on proposals during slow periods
- Manages deadline communication across your entire client roster
How it works
Live in 24 hours for bookkeepers and accountants in Miami.
1
Start your free trial
Sign up and tell us about your bookkeepers & accountants practice in Miami.
2
Operator goes live
Within 24 hours your operator starts solving proposal & engagement letter follow-up automatically.
3
See results in week one
Most bookkeepers and accountants see measurable improvement within the first 7 days.
Ready to solve proposal & engagement letter follow-up in Miami?
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