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📊 Accountants · Cardiff

WhatsApp AI front-desk for accountancy practices in Cardiff.

Accountancy practices in Cardiff and across Wales lose customers every time an enquiry arrives after hours. PocketChats answers instantly on WhatsApp, books the appointment and captures the lead, 24/7, trained on your accountancy practice.

Serving Cardiff, Wales · Setup & training included · Live in 48 hours

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Accountant · Cardiff
online
Just started a limited company, how much do you charge to do everything monthly?21:03
Congrats on the new company! For a small limited company we typically cover accounts, payroll, VAT and your self-assessment from £150/month. To confirm the right package, what's your rough turnover and are you VAT registered yet?21:03
Around £90k expected, not VAT registered yet, just me as director21:04
Perfect, at £90k you're approaching the VAT threshold so we'd keep an eye on that for you. A single-director setup like yours fits our £150/month package nicely, including your self-assessment.21:04
Sounds good, can we have a chat?21:05
Definitely. I'll book you a free discovery call, Tuesday 2pm or Thursday 10am? I'll take your name, email and company name so the accountant is fully prepped.21:05

Why Cardiff accountancy practices choose PocketChats

Prospects compare a few accountants and pick whoever made it easiest to get started. If your reply waits until the next working day, the keen ones have already booked elsewhere. Most enquiries land out of hours.

For a Cardiff accountancy practice, a monthly client is worth thousands a year and stays for years, so every captured enquiry counts.

  • Enquiries arriving evenings and weekends
  • Repetitive questions on services and monthly fees
  • Discovery-call no-shows
  • Leads not captured or followed up
What it does

Built for Cardiff accountancy practices.

Explain services and fees

Answers on bookkeeping, year-end accounts, self-assessment, VAT, payroll and packages from your pricing.

Qualify prospects

Identifies business type, turnover and needs so calls are with the right fit.

Book discovery calls

Books the call into your diary and sends reminders.

Capture every lead

Logs details so nothing slips through.

One simple dashboard

See every conversation and lead in one place, and step in to reply yourself any time.

self-assessmentyear-end accountsVAT returnsbookkeepingpayrolllimited companyMaking Tax Digitalself-employed
The cost of missing out

What missed customers cost your Cardiff accountancy practice.

Say your average customer is worth £2,000. Miss only a handful of enquiries a month and the lost revenue stacks up fast.

Without PocketChats
Just ~10 missed enquiries every month, after hours and while you're busy
£240,000
lost every year to faster competitors
With PocketChats
Recover even one customer a week that you'd otherwise have lost
+£104,000
captured every year, from just £299/month

It pays for itself with just 1 recovered customer a month. Everything after that is pure profit.

Accountants in Cardiff: your questions

Do you work with accountancy practices in Cardiff?+

Yes. PocketChats sets up WhatsApp AI front-desk agents for accountancy practices across Wales, including Cardiff. Everything is done remotely, so there's nothing to install and you can be live within 48 hours.

How much does it cost for a Cardiff accountancy practice?+

A one-off £5,000 setup covers two full days training your agent on your tone, website, FAQs and your Trustpilot and Google reviews. After that it's from £299 per month with no long contract. We build you a free demo on your own accountancy practice first, so you can see it working before you pay anything.

Can it quote our packages?+

Yes, trained on your services and fees so quotes are accurate.

Will it book discovery calls?+

Yes, into your diary with reminders.

Accountants near Cardiff

Free demo for your Cardiff accountancy practice.

We'll build you a working WhatsApp AI agent trained on your accountancy practice. Message it yourself before you decide.

Get my free demoFree working demo · 2 days of training included · Cancel any time