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Case studiesReyes & Whitford

A CPA firm where no client question waits until morning.

Bookkeeping, payroll, tax filing and planning for owner-led companies. Client questions answered the same night, documents chased, and deadlines never missed.

Industry
Business accounting
City
Charlotte, North Carolina
Sells to
Owner or controller
Front office
Owen, the AI agent we built for Reyes & Whitford

A week at Reyes & Whitford's front office.

Hear the calls and read the emails and texts. On any call, you can step in and talk to Owen yourself.

Tuesday, 6:20 p.m. Eastern

An existing client calls the main line after the office has closed.

Listen to this call
  1. OwenThanks for calling Reyes and Whitford. This is Owen. How can I help?
  2. CallerHi, it's Greg, from the restaurant supply company. I have a payroll question that can't wait.
  3. OwenOkay, Greg. The office is closed for the day, but I'll take it all down so Ana has it first thing tomorrow.
  4. CallerOkay, thanks. Sorry, it's been a day.
  5. OwenNo problem. Ana handles your account, right?
  6. CallerYes. I hired someone Monday, and payroll has to go into Gusto by noon tomorrow.
  7. OwenOkay. What's the question?
  8. CallerDoes he need the state withholding form on file before his first check? Or can I run it and fix it later?
  9. OwenThat one's for Ana, and I don't want to guess. I'm marking it urgent with your noon deadline. Anything else she should know?
  10. CallerThe payroll tax deposit is due tomorrow too.
  11. OwenGot it, I've added that. Ana will call you by 8:30 tomorrow morning. Is this the best number?
  12. CallerYes, this cell. Thank you.
  13. OwenYou're welcome, Greg. You're all set.

What your team sees

Outcome
Greg's payroll question is logged as urgent with its noon deadline, and Ana will call him by 8:30 a.m.
Logged to the CRM
URGENT. Greg, restaurant supply company, existing client. New hire started Monday. Asks if state withholding form is needed before first check, payroll runs in Gusto by noon tomorrow. Payroll tax deposit also due tomorrow. Ana to call by 8:30 a.m.

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You're the caller. Call in and tell them what you need. Up to 2 minutes.

You'll talk with the AI agent for Reyes & Whitford, an example business. Your audio is processed to run the conversation and is not saved.

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