Taunton is Somerset's county town with a broad SME base — retail independents along East Street, professional services firms, construction contractors, and a substantial NHS and public sector supply chain. Agricultural businesses from the surrounding Vale of Taunton Deane regularly need bookkeeping support too. When you're head-down reconciling accounts for an existing client, new enquiries from this mixed business community ring out unanswered. ForgeMason captures every call, takes the key details, and routes the enquiry so nothing slips.
Taunton's county town status means a constant stream of new business registrations — sole traders from the construction supply chain, limited companies serving the NHS, retailers opening on or near the high street. Every one of them needs a bookkeeper at some point, and most start with a phone call. That call comes mid-morning while you're in a client's records, or Friday afternoon before a deadline. ForgeMason answers on your behalf, captures the business type, software currently in use, and urgency of the enquiry, then notifies you the moment you're free.
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: Yeovil · Bridgwater · Wells · Frome · All Somerset