Shepton Mallet's mix of agricultural businesses, food and drink SMEs, and local tradespeople creates a consistent stream of bookkeeper enquiries — including from farm businesses with complex seasonal accounts. When you're reviewing agricultural accounts with an existing client, new enquiries call and reach voicemail. ForgeMason captures every call, takes the key details, and routes the enquiry so nothing slips.
Shepton Mallet sits at the heart of a rural Somerset economy where agricultural businesses, food and drink producers, and tradespeople all need bookkeeping support. Agricultural accounts are among the most complex — seasonal income, grants, stock valuations — and the farmers and rural businesses who call tend to do so when they've hit a problem, not at a convenient time. When that call arrives during a client session, it goes unanswered. ForgeMason steps in, captures the business type, current setup, and urgency, and notifies you so you can respond promptly before the caller tries another practice.
Captures business name, trading structure, sector, and current bookkeeping situation from every new enquiry call.
Schedules a discovery call or onboarding meeting directly into your calendar without you lifting a finger.
Identifies calls where VAT, payroll, or year-end deadlines are imminent and flags them for same-day callback.
Asks which accounting software the prospect uses — Xero, QuickBooks, Sage — so you know compatibility before the first conversation.
ForgeMason captures contact and enquiry details only. No financial figures, account numbers, or sensitive data are ever stored.
Automatically follows up with new onboarded clients after their first month to request a Google review for your practice.
We'll show you exactly what ForgeMason would capture from your enquiry calls and how quickly it can be live.
Book the CallAlso serves: Wells · Glastonbury · Frome · Taunton · All Somerset