Stay ahead of the curve with the biggest trends from Accountex 2023. Explore game-changing strategies and technological advancements shaping the...
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Say goodbye to inefficiency and hello to streamlined workflows by ditching these 5 outdated processes.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.
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