Example of a drop-down menu for a bookkeeper or accountant
Welcome to [Company Name], your accountants and tax advisers. For enquiries regarding your payroll, press 1. For your accounts or an ongoing case, press 2. For tax enquiries or a tax return, press 3. For all other enquiries, press 4. If you have an ongoing case, please have your client number to hand.
Why this script works
- 1.A brief welcome: the caller knows straight away that they’ve got the right office.
- 2.Immediate action: payroll, accounts and taxation will each be handled separately.
- 3.Expectation management: the customer number makes every conversation run more smoothly.












