Stay ahead of the curve with the biggest trends from Accountex 2023. Explore game-changing strategies and technological advancements shaping the...
Learn how practice management software can help you prioritise and delegate emails, providing efficient client service. Streamline your workflow with...
Welcoming Artur to team Pixie!
Increase profits by improving client service at your accounting firm and automating it with accounting practice management software
If you want to prioritise efficiency and consistency across your workflows, you need to say goodbye to using spreadsheets for workflow management.
What’s better for training your client team: in-person training or self-paced learning? Let’s explore the pros and cons of each method.
Your team members are the foundation of your firm’s success, so it pays to have an amazing onboarding process. Take a peek inside Pixie’s own...
Say goodbye to inefficiency and hello to streamlined workflows by ditching these 5 outdated processes.
Accounting firm client management can be tough. Make excellent customer service your MO when dealing with the clients you want to keep around.
Remote team onboarding can be challenging. Reduced opportunities for in-person collaboration training can slow down the process — if it isn’t...
Onboarding new starters effectively just is as important as the process of onboarding clients yet is often overlooked.
Automating communication supports efficiency and consistency, but can it feel cold? We debate the case for and against automating client...
For accountants, client onboarding is perhaps the most important stage in building successful relationships. Learn how to optimize your onboarding...
Discover 5 intelligent approaches to standardising your firm’s processes and delivering consistent work every time.
What really makes a workflow management system good? We delve into the must-have criteria.
We've outlined how you can stop overservicing low-fee clients and have a healthier bottom line.
What should you prioritise: getting as much done as possible, or delivering high-quality work every time? Let’s debate the case for efficiency versus...
Heavy income loss can be catastrophic for your firm. Here are ten habits that could be losing you money.
Defining value segments in your client base lets you better serve your clients, and identify opportunities for business growth.
A high level of productivity is important to any accounting firm. Here are nine amazing tools to help your team members work more efficiently.
Discover the importance of GDPR and data compliance, and the steps your firm can take to secure your data today.
A guide to improving the recovery rates in your firm and streamlining workflows to maximise profits.
A culture of transparency is key to creating a healthy and productive work environment. Here's how to create one in your accounting firm.
Check out our new feature - Shared Inbox. Make it easier for teams to manage client communications.
Every accounting firm wants to take on higher-value clients. The challenge is identifying and attracting them. This guide outlines how to do just...
Maintaining client relationships is an essential requirement for business success. Here are 6 steps to help you improve your client-firm...
Setting your new team members up for success is crucial to the long-term growth of your firm. Here are ten training tools to try today.
A guide to helping your team stick to best practices and procedures.
All the tools you need to improve the consistency of your firm's processes.
A guide to implementing standard operating procedures for accounting firms.
I’m going to tell you 5 tips to improve your LinkedIn experience and make it easier and more fun for you - to get more out of LinkedIn. My name is...
Stress can be a very common theme in the bookkeeping and accounting world, particularly during deadline seasons. When we’re experiencing stress...
It can be easy to fixate on the technical aspects of accounting. But that’s only fifty percent of the job. Working on improving client relationships...
As part of our Bookkeeper’s Year End Bootcamp webinar series, Peter Cook, Co-Founder of Pure Bookkeeping, offered us his expertise on implementing...
While the accounting principles have stayed the same for hundreds of years, the practice of accounting isn’t what it once was. One consistent area of...
The Accountants' Mastermind - How to generate leads using direct mail
We recently caught up with Dan Ryder from Level Accounting to learn about his experiences with choosing an accountancy practice management software,...
How custom fields revolutionised how I get my monthly bookkeeping work done
Organise your client fields with Custom Field Groups
How Lagom Finance supports women in business
How The Back Office Company saves hours every day with Pixie
How Pixie Made onboarding staff so simple
How WIS digitised a diverse financial offering to support a rapidly growing client base
We spoke to Martyn Hodgson, co-founder and virtual FD of E2E Accountancy to find out how his team made the choice to move to Pixie
We spoke to Vicki Boddice, owner of Boddice Accounting, to find out how she tripled her client base in 6 weeks through building relationships.
Discover how Pixie's new integrated e-signing allows you to create connected, streamlined, and automated workflows for requesting and tracking...
Since founding Pixie, it's always been our mission to make the lives of accountants and bookkeepers easier. Simpler. You are the unsung heroes of the...
Learn more about Pixie's new integration with BTCSoftware to help streamline tax season for accounting firms
Discover how Wernardt Toerien serves the South African start-up niche by using technology to streamline his service offering.
Awards are a great way to recognise the hard work you and your team put in. Discover how Kieran Phelan from Cloud 360 Accounting won Xero's Small...
Life's too short to work with bad clients. Discover how Comerford Foley prioritise team happiness and enjoyment by qualifying prospective clients
Nobody likes to be chased! Discover how Munro & Partners introduced more proactive communications with their clients
Discover how Pixie is helping Innoventum to standardise their processes and save time as they scale up
Discover how Pixie helped Munro & Partners to scale up their accounting firm without hiring more team members.
Discover how Kieran Phelan at Cloud 360 Accounting built a streamlined onboarding process around the values of his firm.
Does niching work? Learn how Joshua Tharby grew his from to nearly 200 clients in 2 and a half years by focusing on a niche.
Discover how Karen Kennedy grew her firm from 0 to 48 clients in 6 months during a national lockdown.
Discover how Pixie gave Kieran Phelan from Cloud 360 Accounting a simple way to standardise workflows and scale up his team
Discover how Erik Solbakken CPA changed his accounting firm model to be able to work less whilst charging his clients more.
In this interview, Loren Fogelman shares a 5-step process for increasing your fees and having courage when pricing your clients.
Discover how Pixie helped Comerford Foley get better visibility over their clients, communication, and work.
Discover how niching has fuelled JSM Partner's rapid growth and how Pixie is helping them to grow and scale efficiently.
Learn how Pixie has helped Karen Kennedy to reduce overwhelm whilst growing her firm from 0 to 48 clients during lockdown
Discover what's new in Pixie with our latest releases, changes, and updates...
Learn how Pixie has helped Foray Business Group to deliver their month-end financial reports a whole 2 weeks faster.
In this guest blog from Syft Analytics learn a 4-step process for delivering actionable advice to your clients
Learn more about our new partnership with Markezing and how they're helping small firms in New Zealand and Australia to implement Pixie
We recently caught up with Amy McLaughry to discuss productivity, focus, and how Amy uses Pixie to save 5-10 hours per week.
During busy season is when your under the most pressure. Discover how to synchronize your team & workflow to take the pressure off future busy...
Have you tried using ClickUp but it just hasn't clicked? Here are 5 limitations of ClickUp for bookkeepers
Discover how Pixie is helping That's Ideal to remove the brainache of managing dates & deadlines...
Frustrated chasing your clients for missing info? We asked 3 accountants & bookkeepers for their tried-and-tested methods for getting clients to...
Learn all about the benefits of accounting workflow software and how it can save you time, help you take control of your deadlines, and streamline...
Pricing accounting services can feel like a minefield at times. Learn the pros and cons of these 3 main strategies and decide on the best pricing...
Read our in-depth guide on marketing for accountants and learn how to generate new clients in your accounting firm
We could wax lyrical about Pixie all day, but what do our customers say? Here are 8 reasons why small accounting & bookkeeping firms love Pixie
Do you have the feeling like your firm could capsize at any moment? Discover the 3 warning signs that you need to give your processes some TLC.
Get started fast! Use these 8 swipeable email templates in your accounting & bookkeeping workflows
Want to know whether asana for bookkeepers and accountants is the right tool to use? We've weighed in to share our thoughts...
Discover 7 of the best time and billing software for accountants to use when tracking time in their firms.
Learn about the 9 key profit drivers for accountants & bookkeepers and the systems you need to implement them into your firm
Thinking about implementing some new accounting practice management software in your small firm? Get started fast and avoid mistakes with our...
Want to learn about some of the best payroll software for accountants in the USA? Check out our comparison guide here to learn about the best payroll...
How many new clients has your website generated in the last 12 months? In our beginner's guide to seo for accountants, learn some proven tips for...
Discover our all-new workflow template library. A go-to resource for accounting & bookkeeping firms to find workflow templates to get started fast!
Accountex 2018 went down last week at the Excel in London. Titled the largest UK conference for the accountancy sector, it attracted the attention of...
A core component of marketing an accountancy firm is figuring out which clients to pursue. I think it's worthwhile investing the time to give this a...
Do you know what your ideal client looks like? In the early days of running your accounting firm, you might not have the luxury of choosing an ideal...
Zapier, ever heard of it? It’s been around for a few years, and recently it’s starting to become more and more popular amongst accountants &...
They say that behind every great man, is a great woman. Well, behind every great accounting firm, is a great practice management app. And with...
Are you thinking about some new practice management software for your accounting or bookkeeping firm? Something to help you manage your clients, your...
Want to know what other accountants are doing to manage work-life balance and their mental health during COVID-19? With accounting firms working...
As part of our ongoing work-life balance and mental health series for accountants, we ran a webinar with 4 panellists, all of them business owners,...
When you go to an A&E department, what is one of the first things that happens? You get triaged. By asking a series of questions, they figure out the...
OK, sorry for the cliche title… No really, I am. But it highlights a very important point. Your team are one-off the most important assets to you and...
Job and task management is a core feature of any accountancy practice management software. Jobs in Pixie are an easy way to keep track of tasks and...
How many clients have you won from social media? Maybe it’s none, maybe it’s a handful. But would it surprise you to know that there are accountants...
In the 3rd episode of our Work-life balance and mental health mini-series, we're joined by the Founder of Abacus Hive, John Young. In this interview,...
Pixie is built to help small accounting & bookkeeping firms to manage emails, tasks, files and client deadlines all in one place. See how it stacks...
The days are getting shorter... The nights are drawing in... And as the rest of the population prepare to wind down for a nice, relaxing Christmas,...
One of the most critical actions we take as business owners is choosing the right KPIs for the stage of our business. For best results consider...
It’s hard not to see why video is so popular these days… It’s everywhere. From the way we consume content on social media, to how we communicate with...
Do you find yourself always firefighting? You get to the end of the day feeling drained, tired, and exhausted, and yet you’re not sure whether you...
We're really pleased to announce that our direct integration with Companies House is now LIVE inside Pixie.
We all know that happy clients stay for longer… And happy clients normally mean word-of-mouth referrals, which is the foundation from which many...
Ever since the 1970's, email has been slowly taking over our lives... Even today, with all of the innovative and unique means of communication at our...
Looking to up your accounting game? In this guest blog, our friends at Reducer offer 5 steps to take in order to start adding value to your clients...
With the current situation we’re facing meaning that accounting firms around the world are moving to remote working for the first time ever, we...
In the 2nd episode of our Work-life balance and mental health mini-series, we're joined by the Founder of Raedan, Jonathan Bareham. In this...
Back in September 2019, we had an idea... We wanted to create a piece of content that was so valuable that it wasn't just read once, but rather...
First things first… This is not another one of those “make next year your best year ever” articles. You know the kind where they talk about setting...
Learning from other people can be really powerful... Especially when it comes to learning from people that are in the same boat as you and are trying...
Spend any amount of time scrolling through social media, attending industry conferences, and reading blogs like this one, and you’ll likely see the...
Here’s a question for you... If you could go back in time, to when you first started your firm, what one piece of advice would you give to yourself?...
I’m sure you’ve all heard the saying… “Leaders are readers” And there’s some truth to it. Books can be a great source of learning new & interesting...
This might sound a little counter-intuitive... But automating client communication, and more specifically client emails, can be hugely beneficial to...
As part of our ongoing mission to make practice management easy for small accounting & bookkeeping firms across the globe, we're delighted to...
There was once a time where completing a timesheet involved putting pen to paper... Or quill to parchment, it depends how far back you want to go....
Email is one of the biggest productivity killers for business owners... And accountants are no different. Despite all the innovative and unique means...
To track time, or not to track time... It feels like one of the oldest and most disputed discussions in the accounting profession. If you don't...
Personalising your client communication is key... You need to ensure that your clients have all of the correct information that they need in order to...
It’s a challenge faced by many accounting & bookkeeping firms…In fact, it’s a challenge faced by many businesses full stop. Attracting and retaining...
Communication is key. And in accounting firms, we often need to be able to communicate with multiple clients or multiple client types at once....
It's quite ironic... That in a time of huge technological advancement, artificial intelligence and cloud software... There will always be a use for a...
Chasing people for updates on things sucks... That's why in Pixie, our new instant notifications feature means you'll never have to chase people for...
As accountants, you're used to working to external deadlines. Lots of these depend on the client e.g. accounts filing deadline and corporation tax...
So you need to build some workflow templates...where do you start? In this guide you'll discover a 5-step workflow creation checklist for mapping &...
We know that getting started with a new practice management app can take time. You have to import and set up all of your clients, and then set up the...
Winter is coming... Which can only mean one thing for our friends here in the UK... The self-assessment deadline is waiting around the corner! In...
We know how important external deadlines are for accounting and bookkeeping firms... If you miss them, it can be costly to both you and your clients.
Learn more about our direct integration with Xama to automate AML compliance in Pixie
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