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The Search for Work-life Balance During Tax Season

The Youngblood Group, LLC is more than a client-focused accounting and tax firm led by Josh Youngblood. As an Enrolled Agent, Josh Youngblood is a federally licensed expert in the tax field and can serve as your IRS representative with examinations, audits, collections, and appeals in all 50 states. 

Josh saw the value in call answering services and was shopping for a virtual receptionist service to partner with. However, before using Smith.ai, he wasn’t happy with the price or service provided. Knowing Josh was looking to switch, a friend found Smith.ai on the internet and brought it to his attention. Josh took advantage of the Smith.ai trial period (now a money-back guarantee) and loved it!

Case Study:

MISSING AFTER HOUR CALLS DURING BUSY TAX SEASON

Josh Youngblood knew he wanted to use a service that provided live receptionists 24/7/365. When someone gets home from work at 6 p.m. and finds a letter from the IRS in the mail, they call for help immediately. If that potential client caller goes to voicemail, they might hang up and dial the next enrolled agent’s phone number on their list. Knowing that tax season is time-sensitive, Josh wanted to ensure a live representative answered those calls 24/7. 

Josh used another answering service in the past but wasn’t happy about the value for cost. Unlike answering services that only take messages, Josh found Smith.ai a far more comprehensive virtual receptionist service. Our agents are empowered to answer routine questions, book appointments, and aid clients — using AI-driven receptionist tools and playbooks — at an affordable price with plans based on the number of calls instead of minutes for predictable billing.  

Spam and sales calls were constant interruptions to his day, costing him billable time and leaving him frustrated. With Smith.ai acting as the gatekeepers, our receptionists block unwanted spam and sales calls.  

When he answered a potential client’s call, they would oftentimes dive right into asking tax questions or expecting a consultation. The Smith.ai receptionists can listen to Josh’s clients’ needs, take new client information and book a consultation with Josh. This allows Josh to maintain his high service standards by researching and preparing for all client meetings rather than trying to do them impromptu.

Our Solution:

OUTSOURCING PHONE ANSWERING TO ACHIEVE BUSINESS GROWTH

Spam & sales calls blocked. No charge for spam or missed calls.
Understandable, easy billing, at affordable rates.
Friendly, North America-based receptionists on duty 24/7.
Lead qualification & client intake with CRM integration for complete workflows
Integration with their calendaring system.
“If you’re going to grow your business, you have to give up control, and you have to have some type of business work-life balance.”
Josh Youngblood
The Youngblood Group

As a result of switching to Smith.ai services, Josh was surprised at how much it relieved his stress by not dealing with the phone or voicemails. He’s also learned how to give up (some) control of his business and let himself have a better work-life balance. Rather than answering calls from clients after-hours, Josh spends time with family, traveling, and loving all facets of technology. 

After Josh’s exceptional experience with Smith.ai, we’re happy to report that the friend who initially found us online also started using Smith.ai.

Smith.ai is a superior 24/7 call answering service for small businesses and individuals. Our virtual receptionists help you build better relationships with new and existing customers. We will help save you money and time, give your clients the personalized attention they deserve (don’t we all prefer to talk to a human!), and find more qualified leads (bye-bye spam calls!)

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