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? Interesting one, right? That’s a question we’ve been asking practice owners recently as part of an ebook we’re pulling together. And here are the 3 most common responses so far:

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 deadlines for all the work in an accountancy practice. The My Day view hides away the work with deadlines out in the distant future, allowing you to focus on the important tasks for today. Our goal is to ensure you never feel overwhelmed by having to manage a list with hundreds of items in it. However, some jobs are long-running by their very nature and cannot be compressed into a day or two of work. Take year end accounts preparation and filing for example. Once the year ends, companies have 9 months to prepare and file their accounts. In these scenarios, the one thing you'll want to avoid is having such a big job come into My Day only when the accounts are due. To avoid this problem we're introducing Job Milestones in Pixie.

  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 good thinking, regardless of the stage of your firm.

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 picking the smallest number of KPIs you can get away with and that can be monitored with the least effort. The ones that will immediately tell you if something's off.

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 few thousand professionals, including yours truly. So on Wednesday I shaved, hopped on an Uber and went to check it out. These are my impressions...