AI Receptionist
24/7 voice and SMS handling. Responds in under 10 seconds, qualifies leads, answers FAQs, and books appointments directly to your calendar. Never miss another revenue opportunity.
For dentists, medspas, HVAC, specialty home services, and appointment based businesses: AI captures every missed call and books while you work. Automation eliminates manual follow-ups and boring tasks. Fractional CFO reporting protects margins and guides pricing decisions.
Month-to-month. No long contracts. Setup that compounds.
Comprehensive solutions designed to eliminate revenue leaks and optimize operations
24/7 voice and SMS handling. Responds in under 10 seconds, qualifies leads, answers FAQs, and books appointments directly to your calendar. Never miss another revenue opportunity.
End-to-end funnel automation from lead capture through CRM integration, review generation, appointment reminders, and no-show recovery. Custom workflows tailored to your business.
Strategic financial oversight with weekly KPI monitoring, cash flow analysis, margin optimization, and data-driven pricing guidance. Big Four rigor without the overhead.
That's CoreSight. Four steps that turn revenue leaks into repeatable growth.
60-minute Rapid Revenue Audit reveals where leads die and where cash stalls in your operation.
1-page process map showing inputs, steps, outputs, owners, and SLAs—the truth of how work flows today.
We build the smallest thing that moves your core metric—no bloat, no complexity you don't need.
Weekly KPI deltas track what's working. We keep only what pays and cut what doesn't.
Audit first. Automate second. Grow always.
Book Your Revenue AuditSimple, predictable pricing with no hidden fees
AI Receptionist + CFO Oversight with priority support.
Save $250 vs separate
Everything you need: AI + Automation + CFO oversight with monthly ops reviews.
Our Guarantee: AI Receptionist live within 48 hours of payment or receive a $500 credit. Optional 14-day paid pilot available for after-hours and missed calls only.
Big Four expertise meets modern AI technology
Active Florida CPA with deep expertise in financial operations and strategic planning
Former Big Four auditor and strategic advisor with enterprise-grade rigor and methodology
Former Director of Finance leading operations for a 24-unit multi-region QSR organization
Hands-on experience deploying AI solutions that deliver measurable business results
From Fortune 500 Rigor to SMB Impact
I'm a CPA/CFO who's scaled real businesses and improved margins and cash flow. Before AI, I did this the old way: understand how money moves, document the workflow, fix the bottlenecks.
CoreSight uses that same approach. We learn your business fast, map the revenue-critical steps, automate what's repeatable, and measure the results. You get higher answer rates, faster cash conversion, and cleaner financials without breaking what already works.
This isn't theory. We've delivered 130% cash flow improvement and over $600K in savings through vendor optimization and strategic automation. Big Four discipline applied to every engagement. Practical, measurable, designed to compound.
Let's discuss how AI and financial oversight can transform your business operations
Book a CallEnterprise-grade tools with transparent, pass-through pricing
Voice & SMS at carrier cost
Google, Outlook, Calendly
GHL, HubSpot, Salesforce
Make.com, Zapier
GPT-5, Gemini, Claude
Real-time dashboards
Have questions? Fill out the form below and we'll get back to you within 24 hours
Our AI maintains a 97% accuracy rate in call handling and appointment booking. It's trained specifically on your business information, services, and pricing. For complex situations outside its training, it seamlessly transfers to your team or takes detailed messages.
The AI Receptionist is guaranteed live within 48 hours of payment. We handle phone number configuration, AI training on your business, calendar integration, and thorough testing. If we don't meet this timeline, you receive a $500 credit.
Voice calls cost approximately $0.02/minute and SMS costs $0.01/message at carrier rates with no markup. Most businesses see $50-150/month in usage costs depending on call volume. All charges are transparent and passed through at cost.
No. All services are month-to-month with 30-day notice for cancellation. There are no long-term commitments or cancellation fees. We earn your business every month through results.
We connect to your accounting system and deliver weekly reports on what matters: cash position, margin by service line, and where money is leaking. Monthly calls focus on pricing decisions, vendor negotiations, and growth opportunities. Recent clients have increased margins 8-15% and recovered $40K-$600K through smarter vendor contracts and pricing adjustments. You get Big Four analysis without the $200K+ salary.
Yes. We integrate with major CRMs (GoHighLevel, HubSpot, Salesforce), calendar systems (Google, Outlook, Calendly), and phone systems. If you use a different platform, we'll evaluate compatibility during our initial consultation.
Schedule a consultation to discuss your specific needs
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