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Virtual receptionists for accountancy, insurance & financial services firms

Our outsourced call answering solutions have no lock-in contracts, offering complete flexibility to scale your business during your busiest times. When you crunch the numbers, it’s incredible value-for-money.


Quality-monitored phone answering by professional receptionists who convey confidence & trust

24/7 financial services call answering

After-hours, weekends and public holidays … we answer every call so you never miss a client opportunity.

New client intake assistance

We follow your scripts to qualify your leads and ensure you only spend time on relevant enquiries.

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Appointment scheduling in your tools

We seamlessly schedule appointments into your existing calendar or input them into your CRM.

Flexible overflow & holiday cover

Already have an in-house receptionist? We can answer calls when they’re busy, at lunch, on holidays or off sick.

Manage tax time or other seasonal demand

Phones go crazy at tax time? With no lock-in contracts, you can use us for your periods of peak demand.

Optional 1300 or
1800 number

Give your accounting or financial services business a national presence by registering a 1300 or 1800 number.

How our virtual reception service works

We answer in less than 4 rings

We take great pride in answering calls in less than 10 seconds on average, which means you avoid losing frustrated callers to your competitors.

We answer in less than 4 rings

We take great pride in answering calls in less than 10 seconds on average, which means you avoid losing frustrated callers to your competitors.

We answer in less than 4 rings

We take great pride in answering calls in less than 10 seconds on average, which means you avoid losing frustrated callers to your competitors.


Your tools are our tools

Our MyAssistant and MyDiary call answering services include seamless integration with the software you already use, including your preferred calendar, booking system or CRM for scheduling appointments or adding new clients.

24/7 call answering 365 days a year adds up to enormous client satisfaction

Whether you are a tax agent, accountant, bookkeeper, financial planner, capital management firm, insurance brokerage, mortgage broker, lender or any other financial services provider, your clients hate failing to reach you on the phone. Whatever time they call.

We ensure you never miss a call or opportunity, provide the best caller experience for your clients and implement strict data protection practices.

FAQs

Many callers hang up when their call goes to voicemail, so you can miss out on vital conversations or leads.  Ensuring your calls are answered by a live person, increases customer satisfaction, builds loyalty and improves your opportunity to create a rapport and obtain caller details. Live call answering also allows you to screen calls, as you can advise your receptionist to transfer or take messages for only those call types you wish to receive.  Once answered, you can see each message as it’s taken and prioritise who you will call back first. Live call answering increases revenue through better customer connections, reduces costs as you’re not paying for a full time receptionist and helps you to be more efficient with your time.

Yes! OfficeHQ is a privately-owned Australian company. Our head office is on the Sunshine Coast in Queensland, with about 90% of our entire Australian team – including our virtual receptionists – based in that region.

Our telecommunications network extends to 66 telephone exchanges, giving us the largest range of local numbers of any Australian virtual reception services provider.

Yes, our receptionist can answer calls you’d usually miss.  You may be on another call or simply unable to answer because you’re busy at the time. Our receptionists will take a detailed message and send to you instantly by email or SMS. Many clients who subscribe to our service are surprised when they learn how many calls they’d been missing prior to having their calls answered by OfficeHQ.

Yes. This is referred to as “call overflow”.

A lot of companies require their phone calls to be answered only when they are unable to take the call themselves. For example, if you step out of the office for an hour or your in-house receptionist goes to lunch, is on leave or is busy on another call and you have multiple calls coming in at the one time.

You can set your business phone number to divert (to the unique local phone number we allocate your business during the Free Trial setup process) only when the phone rings for more than a specified period (such as after 5 rings) or if your line is busy/engaged.

In such instances our receptionists will then answer the phone as if we were in your office. You’re always in control and can relax knowing you will never miss another important call again! 

Transferring calls to OfficeHQ is easy. To have our team of virtual receptionists answer your calls, simply:

  1. Decide whether you wish to forward calls immediately to OfficeHQ (the best solution for most businesses) or have calls forwarded after a delay.
  2. Identify the call forwarding codes for your telecommunications provider. Most providers publish these codes on their websites.
  3. Use the codes to enable your calls to be forwarded to the unique phone number that we’ve allocated to you.

For more information, check out our article Forwarding Your Business Phone to OfficeHQ’s Reception Team, which outlines:

Yes.  Our receptionists are available 24/7 and you can opt-in to receive after hours live call answering on any OfficeHQ subscription.  Without after hours call answering turned on, our receptionists will answer your calls between 8:00am and 6:00pm on weekdays.  If you need after hours call answering, please let us know when you sign up or contact us.

Yes – if you’re on a MyAssistant or MyDiary plan, all calls are answered by virtual receptionists based in Australia.

Yes, you are able to use our service for an hour, a day, a week, whenever you need our assistance. Many clients use our live call answering for short-term needs, for example, when their own in-house receptionist is at lunch, sick or on annual leave.  Some clients use the service during their busy periods only, as call overflow or for campaigns.  Our live call answering service is like having a casual receptionist who is always available.  It’s reliable and risk-free, as you only pay for what you use.

If you prefer to use our service seasonally, you can take advantage of our pause package.

Complementary business solutions

Phone numbers

Set up virtual inbound numbers for different locations or, if you require a national presence, a 1300 number or free call 1800 number.

Automated messaging

Have voicemails instantly emailed to you both for convenience and to ensure no important communications are ever missed.

Virtual address

Choose a virtual business address to expand your presence geographically, without expensive overheads or the need to relocate.

What our customers love

My customers and potential customers have only ever commented favourably on the answer; I don’t think anyone has realised it’s not my own reception.
Tim Richardson, Growthpath
Always very helpful and good service. Phone is never left ringing or going in a queue. Is always answered by staff.
Jen Sheridan
We’ve found the service to be absolutely seamless with all calls being answered on a very timely basis with instant messaging and real-time reporting.
Carole-Anne Priest, Imalia
The investment in having a dedicated phone answering service which operates 24/7 is invaluable.
Frank Walmsley, Capital Commercial Business Sales

Trusted by more than 300 financial services businesses Australia-wide

FAQs


Find out more

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Want to try our call answering services for free?

Put Australia’s leading virtual receptionist solution to the test! We’re ready to answer your phone FREE for 7 days.

Want to try our call answering services for free?

Put Australia’s leading virtual receptionist solution to the test! We’re ready to answer your phone FREE for 7 days.

What does the free trial include?

Our free trial is based on our MyReceptionist service, with Australian-based receptionists able to take messages and transfer calls based on your availability settings.

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