Street's identity as a retail destination — centred on Clarks Village — sits alongside a strong community of independent businesses, service firms, and small retailers who all need bookkeeping support. Monthly client review sessions are when new enquiry calls arrive, and if you can't answer them, those potential clients move on. ForgeMason captures every call and routes the enquiry so you never miss a new client opportunity.
Street has a busier business economy than its size suggests — the retail pull of Clarks Village brings footfall and commercial activity that supports a wide range of independent businesses, service providers, and small firms all needing bookkeeping. Monthly review sessions — where you're working through figures with existing clients — coincide with when new enquiries come in. ForgeMason answers every call during those sessions, gathers the new client's details and requirements, and notifies you promptly so you can follow up before they've found someone else.
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: Glastonbury · Wells · Taunton · Shepton Mallet · All Somerset