Blog

Best Practices

How to Stop Overservicing Low-Fee Clients

We've outlined how you can stop overservicing low-fee clients and have a healthier bottom line.

Celso Sep 26, 2022

Efficiency or Efficacy: What’s More Important in Accounting?

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...

Celso Sep 23, 2022

Best Practices

How to Optimize Your Accounting Onboarding Process

For accountants, client onboarding is perhaps the most important stage in building successful relationships. Learn how to optimize your onboarding...

Egle Sep 20, 2022

Best Practices

10 Habits That Lose Your Accounting Firm Time and Money

Heavy income loss can be catastrophic for your firm. Here are ten habits that could be losing you money.

Celso Sep 18, 2022

Best Practices

How to Define Value Segments in Your Client Base

Defining value segments in your client base lets you better serve your clients, and identify opportunities for business growth.

Celso Sep 15, 2022

Best Practices

The 9 Best Productivity-Boosting Tools for Accountants

A high level of productivity is important to any accounting firm. Here are nine amazing tools to help your team members work more efficiently.

Celso Sep 12, 2022

Best Practices

Data Compliance & GDPR for Accountants: What You Need to Know

Discover the importance of GDPR and data compliance, and the steps your firm can take to secure your data today.

Team Pixie Sep 9, 2022

Best Practices

How to Improve Your Recovery Rate by Streamlining Workflows

A guide to improving the recovery rates in your firm and streamlining workflows to maximise profits.

Celso Sep 6, 2022

Best Practices

Creating the Right Culture and Environment at Your Accounting Firm

A culture of transparency is key to creating a healthy and productive work environment. Here's how to create one in your accounting firm.

Celso Sep 3, 2022

Features

New feature: shared client inbox

Check out our new feature - Shared Inbox. Make it easier for teams to manage client communications.

Celso Aug 12, 2022

Best Practices

How to Identify and Attract Higher-Value Clients for Your Core Services

Every accounting firm wants to take on higher-value clients. The challenge is identifying and attracting them. This guide outlines how to do just...

Celso Aug 12, 2022

Best Practices

6 Changes to Improve Accounting Firm Client Relationships

Maintaining client relationships is an essential requirement for business success. Here are 6 steps to help you improve your client-firm...

Celso Aug 10, 2022

Best Practices

10 Amazing Tools for Training New Team Members

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.

Celso Aug 4, 2022

Best Practices

5 Benefits of Optimising the Onboarding Process for New Starters

Onboarding new starters effectively just is as important as the process of onboarding clients yet is often overlooked.

Celso Aug 3, 2022

Best Practices

5 Strategies for Helping Accounting Teams Stick to Best Practices

A guide to helping your team stick to best practices and procedures.

Celso Aug 1, 2022

Best Practices

10 Tools to Improve the Consistency of Your Accounting Firm’s Processes

All the tools you need to improve the consistency of your firm's processes.

Celso Jul 29, 2022

Best Practices

The Key to Optimising Consistency of Work: Standard Operating Procedures

A guide to implementing standard operating procedures for accounting firms.

Celso Jul 9, 2022

Best Practices

5 top tips to improve your LinkedIn experience from The 15-Minute Guy, Ashley Leeds

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...

Celso Apr 21, 2022

learnfromyourpeers

How Claire Bartlett combats stress by implementing boundaries at Arden Bookkeeping

Stress can be a very common theme in the bookkeeping and accounting world, particularly during deadline seasons. When we’re experiencing stress...

Celso Apr 20, 2022

Best Practices

5 steps towards meetings your clients truly value

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...

Celso Apr 13, 2022

Best Practices

Bookkeeper's Year End Bootcamp - The 5 most important systems in a bookkeeping business

As part of our Bookkeeper’s Year End Bootcamp webinar series, Peter Cook, Co-Founder of Pure Bookkeeping, offered us his expertise on implementing...

Celso Apr 11, 2022

Best Practices

No more talking about debits and credits: How to communicate more effectively with clients

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...

Celso Apr 6, 2022

learnfromyourpeers

The Accountants' Mastermind - How Robert Newman generates leads using direct mail

The Accountants' Mastermind - How to generate leads using direct mail

Celso Mar 24, 2022

Case Studies

How trial and error helped Level Accounting realise the power of Pixie

We recently caught up with Dan Ryder from Level Accounting to learn about his experiences with choosing an accountancy practice management software,...

Celso Mar 17, 2022

Case Studies

How the power of custom fields revolutionised how I get my monthly bookkeeping work done

How custom fields revolutionised how I get my monthly bookkeeping work done

Celso Mar 14, 2022

Features

Organise your client fields with Custom Field Groups

Celso Mar 9, 2022

learnfromyourpeers

How Lagom Finance supports women in business

Celso Mar 7, 2022

Case Studies

How The Back Office Company saves hours every day with Pixie

Celso Mar 4, 2022

Case Studies

How Pixie made onboarding staff so simple for Lagom Finance

How Pixie Made onboarding staff so simple

Celso Mar 2, 2022

Case Studies

How WIS digitised a diverse financial offering to support a rapidly growing client base

Celso Mar 2, 2022

Case Studies

How E2E Accountancy made the choice to move to Pixie

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

Celso Mar 2, 2022

learnfromyourpeers

How Vicki Boddice tripled her client base through building relationships

We spoke to Vicki Boddice, owner of Boddice Accounting, to find out how she tripled her client base in 6 weeks through building relationships.

Celso Feb 28, 2022

Features

Streamline your workflows with Pixie's integrated document e-signing

Discover how Pixie's new integrated e-signing allows you to create connected, streamlined, and automated workflows for requesting and tracking...

Celso Dec 13, 2021

News

We raised over £2M to build the operating system for small accounting & bookkeeping teams

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...

Celso Nov 17, 2021

News

Save time during tax season with Pixie’s new BTCSoftware integration

Learn more about Pixie's new integration with BTCSoftware to help streamline tax season for accounting firms

Celso Sep 2, 2021

learnfromyourpeers

How Innoventum spotted a gap in the market with the South African start-up niche

Discover how Wernardt Toerien serves the South African start-up niche by using technology to streamline his service offering.

Celso Aug 11, 2021

learnfromyourpeers

How Cloud 360 Accounting won Xero's Small Firm of the Year award 2021

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...

Celso Jul 21, 2021

learnfromyourpeers

How Comerford Foley prioritise team happiness and enjoyment by qualifying prospective clients

Life's too short to work with bad clients. Discover how Comerford Foley prioritise team happiness and enjoyment by qualifying prospective clients

Celso Jul 21, 2021

learnfromyourpeers

How Munro & Partners introduced more proactive client communications by automating them

Nobody likes to be chased! Discover how Munro & Partners introduced more proactive communications with their clients

Celso Jul 21, 2021

Case Studies

How Pixie helped Innoventum to standardise their client communications and cut the time to do things by up to 50%

Discover how Pixie is helping Innoventum to standardise their processes and save time as they scale up

Celso Jul 21, 2021

Case Studies

How Pixie helped Munro & Partners to scale their accounting firm without hiring more team members

Discover how Pixie helped Munro & Partners to scale up their accounting firm without hiring more team members.

Celso Jul 7, 2021

learnfromyourpeers

How Cloud 360 Accounting built a streamlined onboarding process around their core values

Discover how Kieran Phelan at Cloud 360 Accounting built a streamlined onboarding process around the values of his firm.

Celso Jul 6, 2021

learnfromyourpeers

How Joshua Tharby grew JSM to be one of the leading accounting firms in the property niche

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.

Celso Jul 6, 2021

learnfromyourpeers

How Karen Kennedy grew from 0 to 48 clients in 6 months (during a national lockdown)

Discover how Karen Kennedy grew her firm from 0 to 48 clients in 6 months during a national lockdown.

Celso Jul 5, 2021

Case Studies

How Pixie gave Cloud 360 Accounting a simple and flexible way to standardise their workflows

Discover how Pixie gave Kieran Phelan from Cloud 360 Accounting a simple way to standardise workflows and scale up his team

Celso Jul 5, 2021

Best Practices

How I changed my firm to command higher fees from clients with Erik Solbakken CPA

Discover how Erik Solbakken CPA changed his accounting firm model to be able to work less whilst charging his clients more.

Celso Jun 30, 2021

Best Practices

How to successfully increase your fees (without losing clients) with Loren Fogelman

In this interview, Loren Fogelman shares a 5-step process for increasing your fees and having courage when pricing your clients.

Celso Jun 30, 2021

Case Studies

How Pixie helped Comerford Foley get better visibility over their clients, communication, and work

Discover how Pixie helped Comerford Foley get better visibility over their clients, communication, and work.

Celso Jun 25, 2021

Case Studies

How Pixie helped JSM Partners to grow and scale their fast-growth firm

Discover how niching has fuelled JSM Partner's rapid growth and how Pixie is helping them to grow and scale efficiently.

Celso Jun 23, 2021

Case Studies

How Pixie helped Karen Kennedy to reduce the overwhelm of starting and growing a new firm

Learn how Pixie has helped Karen Kennedy to reduce overwhelm whilst growing her firm from 0 to 48 clients during lockdown

Celso Jun 18, 2021

Features

What's new in Pixie? Direct Xama integration, task labels in templates, links in custom fields and more!

Discover what's new in Pixie with our latest releases, changes, and updates...

Celso Jun 15, 2021

Case Studies

How Pixie helped Foray Business Group deliver month-end financial reports 2 weeks faster

Learn how Pixie has helped Foray Business Group to deliver their month-end financial reports a whole 2 weeks faster.

Celso Jun 8, 2021

Best Practices

Specificity is key: how to provide actionable advice to clients

In this guest blog from Syft Analytics learn a 4-step process for delivering actionable advice to your clients

Celso Jun 4, 2021

News

We've partnered with Markezing to bring Pixie to small firms in New Zealand & Australia

Learn more about our new partnership with Markezing and how they're helping small firms in New Zealand and Australia to implement Pixie

Celso Jun 4, 2021

Case Studies

How Pixie is helping Amy McLaughry save 5-10 hours per week in email management

We recently caught up with Amy McLaughry to discuss productivity, focus, and how Amy uses Pixie to save 5-10 hours per week.

Celso May 25, 2021

Best Practices

Stop the chaos: How to synchronize your team and workflow

During busy season is when your under the most pressure. Discover how to synchronize your team & workflow to take the pressure off future busy...

Celso May 21, 2021

Best Practices

ClickUp not clicked? 5 limitations of ClickUp for bookkeepers

Have you tried using ClickUp but it just hasn't clicked? Here are 5 limitations of ClickUp for bookkeepers

Celso May 21, 2021

Case Studies

How Pixie helped That’s Ideal to remove the brainache of managing dates & deadlines

Discover how Pixie is helping That's Ideal to remove the brainache of managing dates & deadlines...

Celso May 12, 2021

Best Practices

Frustrated chasing your clients for missing info? 3 ways to get them to cooperate...

Frustrated chasing your clients for missing info? We asked 3 accountants & bookkeepers for their tried-and-tested methods for getting clients to...

Celso May 10, 2021

Best Practices

Why should you use accounting workflow software? (and how to choose one)

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...

Celso Apr 22, 2021

Best Practices

Pricing accounting services: Pros and cons of 3 popular strategies

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...

Celso Apr 14, 2021

Best Practices

Marketing for accountants: An in-depth guide for winning new clients

Read our in-depth guide on marketing for accountants and learn how to generate new clients in your accounting firm

Celso Apr 2, 2021

Best Practices

8 reasons why small accounting & bookkeeping firms love Pixie

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

Celso Mar 31, 2021

Best Practices

Systemize or capsize - 3 warning signs that your processes need some TLC

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.

Celso Mar 26, 2021

Best Practices

8 swipeable email templates for accounting & bookkeeping workflows

Get started fast! Use these 8 swipeable email templates in your accounting & bookkeeping workflows

Celso Mar 26, 2021

Best Practices

Asana for bookkeepers and accountants: Is it the right fit for your firm?

Want to know whether asana for bookkeepers and accountants is the right tool to use? We've weighed in to share our thoughts...

Celso Mar 25, 2021

Best Practices

7 of the best time and billing software for accountants: Critical reviews

Discover 7 of the best time and billing software for accountants to use when tracking time in their firms.

Celso Mar 24, 2021

Best Practices

9 key growth drivers for accounting & bookkeeping firms

Learn about the 9 key profit drivers for accountants & bookkeepers and the systems you need to implement them into your firm

Celso Mar 19, 2021

Best Practices

[Small firms guide] How to implement accounting practice management software

Thinking about implementing some new accounting practice management software in your small firm? Get started fast and avoid mistakes with our...

Celso Mar 17, 2021

Best Practices

What is the best choice in payroll software for accountants? (USA edition)

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...

Celso Mar 15, 2021

Best Practices

SEO for accountants: A beginner’s guide to increasing site traffic

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...

Celso Mar 15, 2021

Features

Announcing the Pixie workflow template library

Discover our all-new workflow template library. A go-to resource for accounting & bookkeeping firms to find workflow templates to get started fast!

Celso Feb 25, 2021

News

Accountex is très cool

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...

Celso Feb 10, 2021

Best Practices

Niche is not an ugly word

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...

Celso Feb 10, 2021

Best Practices

5 Questions To Ask When Defining Your Accounting Firm’s Ideal Client

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...

Celso Feb 10, 2021

Best Practices

A Beginners Guide To Zapier For Accountants

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 &...

Celso Feb 10, 2021

Features

4 Ways Pixie Can Help Remote Accounting Teams Save Time & Work Smarter

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...

Celso Feb 10, 2021

Best Practices

Practice Management Software For Accountants - 3 Things To Look Out For

Are you thinking about some new practice management software for your accounting or bookkeeping firm? Something to help you manage your clients, your...

Celso Feb 10, 2021

Best Practices

Work-Life Balance & Mental Health Series - Ep 1: Caroline Harridence

Want to know what other accountants are doing to manage work-life balance and their mental health during COVID-19? With accounting firms working...

Celso Feb 10, 2021

Best Practices

How To Maintain Work-Life Balance & Prioritise Mental Health During COVID-19

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,...

Celso Feb 10, 2021

Best Practices

How to run discovery calls that save time and eliminate price shoppers

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...

Celso Feb 10, 2021

Best Practices

Teamwork makes the dream work: 3 ways accounting firms are building better teams

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...

Celso Feb 10, 2021

Features

Take control of long-term tasks with milestones

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...

Celso Feb 10, 2021

Best Practices

Social Media For Accountants - 3 Ways To Win New Clients

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...

Celso Feb 10, 2021

Best Practices

Work-Life Balance & Mental Health Series - Ep 3: John Young

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,...

Celso Feb 10, 2021

Features

Pixie vs Trello For Accountants & Bookkeepers

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...

Celso Feb 10, 2021

Best Practices

5 Fresh Tips For Making Tax Season Less...Taxing!

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,...

Celso Feb 10, 2021

Best Practices

Choosing KPIs for your accountancy practice

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...

Celso Feb 10, 2021

Best Practices

A beginner's guide to video for accountants

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...

Celso Feb 10, 2021

Best Practices

Urgent vs. Important - Lessons in task management from the 34th president of the USA

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...

Celso Feb 10, 2021

Features

Direct Integration With Companies House Now Available In Pixie

We're really pleased to announce that our direct integration with Companies House is now LIVE inside Pixie.

Celso Feb 10, 2021

Best Practices

How to measure client satisfaction & loyalty in accounting firms

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...

Celso Feb 10, 2021

Best Practices

3 ways to tame your inbox and turn emails into tasks

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...

Celso Feb 10, 2021

Best Practices

From Accountant to Advisor: 5 Steps to Add Value to Your Small Business Clients

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...

Celso Feb 10, 2021

Best Practices

3 Tips, 2 Apps & 1 Bit Of Advice For Managing A Remote Accounting Team

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...

Celso Feb 10, 2021

Best Practices

Work-Life Balance & Mental Health Series - Ep 2: Jonathan Bareham

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...

Celso Feb 10, 2021

Best Practices

[Free Playbook] The A-Z of starting, running and growing an accounting firm

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...

Celso Feb 10, 2021

Best Practices

Not another 'make next year your best year ever' article, honest.

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...

Celso Feb 10, 2021

Best Practices

26 Lessons These Practice Owners Learnt When Growing Their Business

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...

Celso Feb 10, 2021

Best Practices

10 places to look for content ideas for your accounting firm

Spend any amount of time scrolling through social media, attending industry conferences, and reading blogs like this one, and you’ll likely see the...

Celso Feb 10, 2021

Best Practices

3 Things These Accountancy Practice Owners Wish They’d Done Sooner!

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?...

Celso Feb 10, 2021

Best Practices

23 Books For Accountants To Help You Future-Proof Your Firm

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...

Celso Feb 10, 2021

Features

Set custom sending hours for your auto-emails inside Pixie

This might sound a little counter-intuitive... But automating client communication, and more specifically client emails, can be hugely beneficial to...

Celso Feb 10, 2021

News

Pixie announces partnership with IAB to support small bookkeeping firms

As part of our ongoing mission to make practice management easy for small accounting & bookkeeping firms across the globe, we're delighted to...

Celso Feb 10, 2021

Best Practices

5 time tracking software for accounting firms

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....

Celso Feb 10, 2021

Features

5 ways to reduce email overwhelm with Pixie

Email is one of the biggest productivity killers for business owners... And accountants are no different. Despite all the innovative and unique means...

Celso Feb 10, 2021

Features

Track time in Pixie with Clockify free time tracking software

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...

Celso Feb 10, 2021

Features

Personalise your emails (even more) with custom placeholders in Pixie

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...

Celso Feb 10, 2021

Best Practices

How to attract and retain the best talent in your accounting firm

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...

Celso Feb 10, 2021

Features

Send emails to multiple clients or client types in Pixie

Communication is key. And in accounting firms, we often need to be able to communicate with multiple clients or multiple client types at once....

Celso Feb 10, 2021

Best Practices

6 reasons to stop using spreadsheets to manage your clients and workflow

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...

Celso Feb 10, 2021

Features

Stay up to date with our new instant notifications

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...

Celso Feb 10, 2021

Features

Use fixed date deadines in your Pixie workflows

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...

Celso Feb 10, 2021

Best Practices

[Free guide] Building workflow templates for accountants & bookkeepers

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 &...

Celso Feb 10, 2021

Features

Task management just got easier

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...

Celso Feb 10, 2021

Features

5 ways Pixie can help you to stay sane this tax season

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...

Celso Feb 10, 2021

Features

Internal deadlines now live in Pixie

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.

Celso Feb 10, 2021

Features

Automate your AML onboarding in Pixie with Xama

Learn more about our direct integration with Xama to automate AML compliance in Pixie

Celso Feb 10, 2021

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