Discover how Pixie gave Kieran Phelan from Cloud 360 Accounting a simple way to standardise workflows and scale up his team
[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 picked up a
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 picked up and read time and time again in order to find new ideas and learn new ways of doing things.
But there was a problem...what do we write about?
I mean sure, we work with accountants & bookkeepers on a daily basis helping them to get organised with Pixie, but who are we to tell you how to run your firm?
Then it hit us...
Instead of us writing it, why don't we get you to help us write it. After all, you're the ones who are at the coalface doing this stuff yourselves day in, day out.
And so, The Practice Owner's Playbook was born.
We interviewed 26 different practice owners from all over the UK. Some of them have been in practice for 10+ years, others have been going for less than 12 months. Some are growing large teams of people. Others are staying small and agile.
We asked them questions such as:
- What are you doing to win more clients?
- How are you recruiting and retaining high quality staff?
- What systems do you have in place that make life easier?
- What have been the biggest lessons you've learned so far?
And then we took all of this information (and believe me, there was A LOT) and condensed it down into a 58-page playbook.
Here are some of the things that you’ll discover in this guide:
- How Jeri, Francesca and Laura are generating enquiries every single week from social media
- The questions Karl asks in order to have good conversations with clients that truly uncover what their goals are
- The process Nicola is going through to ensure her clients still receive personal service as she grows and hires new team members
- Why having one point of contact for all clients has helped Colin & Ger to remove themselves as a bottleneck
- How Graeme has found the perfect balance between people and tech to deliver exceptional service to his clients
This is just the tip of the iceberg...
You can download your free copy of the Practice Owner's Playbook here.