Industries · Professional Services

A polished front line for your firm.

Accountants, consultants, agencies, and other professional firms get a dedicated team that answers, qualifies, and books — so partners can focus on the work.

Professional firms can't justify a full-time receptionist for a 6-person practice, but they can't afford to miss new-business calls either. CSC builds bilingual reception and intake teams that represent your firm professionally without the overhead. Whether you're a CPA firm, marketing agency, consulting boutique, or financial advisor — we plug into your stack and your tone.

The challenges

What we hear from professional services leaders.

  • New-business calls competing with billable work — partners lose hours per week
  • Inconsistent intake quality across team members and contract receptionists
  • Spanish-speaking prospects lost to competitors with bilingual reception
  • Cost of a full-time receptionist hard to justify under 10 people
  • After-hours leads going to voicemail — and never getting called back
  • Tax / audit season volume spike that breaks normal staffing
  • Client document collection follow-up eating administrative time
  • Inconsistent appointment scheduling across consultants, calendars, and time zones
How CSC helps

What we deliver.

  • Live receptionist service tailored to your firm's tone and intake process
  • Lead qualification and consultation booking with calendar sync
  • Bilingual intake to expand your addressable market
  • Transparent monthly reporting on calls, leads, and conversions
  • CRM and calendar integration (HubSpot, Salesforce, Calendly, Acuity)
  • Tax / audit season surge capacity for CPA firms
  • Client-document follow-up and engagement-letter chasing
  • Multi-consultant scheduling with availability across time zones
A day in the life

How we'd handle real professional services situations.

Three scenarios that come up regularly. Every one of them is bilingual, scripted, and logged in your system.

New-business call

Prospect found you via referral

Bilingual receptionist answers in your firm name, qualifies (service needed, budget, timeline), books a consult on the right partner's calendar. Partner gets a complete brief before the call.

Spanish-speaking lead

Inquiry from a Spanish-language ad

Agent handles in Spanish, qualifies, books a follow-up. Marketing channel finally producing converted leads instead of voicemails.

Tax season Friday

5 PM call from a panicking small-business owner

Receptionist confirms it's an existing client, gathers the urgent question, texts the partner, and books a Saturday morning slot. Client retained, weekend protected.

Your stack, our stack

CRMs, calendaring, and practice management we integrate with

We integrate with the tools your team already uses — so calls, bookings, and tickets land in your system, not ours.

HubSpotSalesforcePipedriveCalendlyAcuityKarbonTaxDomeQuickBooks OnlineBill.comLacerteDrake

Don't see your platform? Ask us — we've integrated with almost everything.

Recommended stack

Services professional services teams use most.

Most professional services engagements combine these three. We tailor the mix to your operation.

Explore further

Three ways to take the next step.

Related industries

Adjacent verticals we also serve.

Ready for a front line that pays for itself?

Tell us about your firm. We'll show you a receptionist + intake model and what it would cost.

Book a discovery call