Bobby OS for Accountants in Portland: Voice-First Growth

If you run an accounting practice in Portland, you already know the pattern: tax season ends, you promise yourself you'll finally systematize client intake, follow-ups, and Google My Business updates. Then Q3 arrives and you've answered 200 "Do you do small business taxes?" calls, manually replied to four reviews, and your Instagram still shows last year's tax deadline reminder.

The average solo accountant or small CPA firm spends 12–15 hours weekly on repetitive administrative tasks—phone screening, appointment booking, review management, basic client questions about estimated payments or extension deadlines. That's nearly two full billable days lost to work that doesn't require your CPA license.

What Bobby Does Concretely for Portland Accountants

Bobby is a voice-controlled operating system designed for professionals who bill by the hour and can't afford to waste it on admin loops. You talk to Bobby the way you'd talk to an experienced assistant. Here's what that looks like daily:

• Inbound call handling: "Bobby, when prospects call asking about small business tax prep, qualify them for entity type and prior-year revenue, then book only if they're above $150K annual revenue." Bobby answers, qualifies using your criteria, and syncs confirmed appointments to your calendar.
• Review response: "Bobby, reply to my new Google reviews mentioning our expertise in Portland business tax compliance and multi-state filing." Posted within minutes, branded to your firm's voice.
• Client follow-up sequences: "Bobby, text every 2023 client who hasn't scheduled their 2024 return—mention the April deadline and our current availability." Sent, tracked, replies monitored.
• Social media maintenance: "Bobby, post twice weekly about quarterly estimated tax deadlines, Oregon tax credits, and year-end planning tips for Portland small businesses." Content generated, compliance-checked, scheduled.
• Lead intelligence: "Bobby, show me which referral sources sent clients who actually closed last quarter." Data surfaced in seconds, voice or dashboard.

Radical Honesty: What Bobby Does NOT Do

Bobby does not prepare tax returns, sign off on financial statements, or provide technical accounting advice. It will never claim CPA credentials or make judgment calls that require your professional license. Bobby handles the around-the-work tasks—the scheduling, the reminders, the screening, the digital presence—so you can focus on the actual accounting and advisory work only you can do.

Bobby also won't pretend to "transform your practice overnight." If you don't define your qualification criteria, your brand voice, or your service boundaries, Bobby will ask you to clarify before executing. It's a system, not magic.

How Much Does It Cost?

You start with a free working demo where you connect one real channel—your business phone line or Google Business Profile—and test live scenarios with actual callers or reviews. No sandbox, no fake data.

You pay only when you activate three or more modules (call answering + review management + social posting, for example). Pricing scales with usage: most Portland accounting practices with 50–200 active clients run $180–$320/month, replacing what you'd pay a part-time admin for a fraction of the hours.

If Bobby doesn't save you at least six hours in the first month, you're using it wrong—or we haven't configured your workflows correctly. Either way, that's a conversation worth having before you pay a second invoice.