Pixie - International Version - Bookkeeping Communications and Workflow
Creating standardized bookkeeping workflows will have a huge impact on your client relationships and your firm's success. Save time, increase quality & consistency, improve the client experience, reduce scope creep, and so much more!
Without a clear and practical workflow, our work product is inconsistent, we miss deadlines, and we waste a ton of precious time.
It takes immense energy and time for you to get the processes & systems mapped out tightly.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals who know and love Pixie, these templates will transform your bookkeeping process.
This is a great starter pack to make it simple to get started in Pixie.
What You Get:
Workflows included: Full Cycle Bookkeeping, TB-Register-STatement Balance Review, Period End File Review
QBO Sales Tax filing workflows for Rep A Client and Netfile
Email templates
Best Practice Notes
Checklists of tasks & to-dos
About What’s Included
The Pixie Bookkeeping Communications & Workflow include templates for all of the major bookkeeping workflows and communications templates. Never miss a step or a deadline again.
The international version of these templates are easily adaptable to any country or region: USA, Europe, Caribbean, South of the Equator regions... You name a place and these template are a fit.
1. Workflows
Bookkeeping workflows can feel a bit like Groundhog Day as we constantly perform the same steps, procedures, and activities. This can make it easy to miss steps. It also makes it perfect for creating standardized processes!
Get Full Cycle Bookkeeping, TB-Register-STatement Balance Review, Period end File Review, and QBO Sales Tax filing workflows for Rep A Client and Netfile–all mapped out and ready to upload into Financial Cents. Easily duplicate and customize each template to fit your niche or client.
2. Email templates
Any successful working relationship is built on great communication. We make it easy by providing email templates for the most common steps in your file review process. Built into the workflows ready to deploy at the right time and place, these emails cover normal situations and a few extras for special cases. Save hours drafting emails. Save face by not having to re-email because you forgot something.
3. Best Practice Notes
Developed by accounting professionals, we've learned (often the hard way) how best to set up and manage these bookkeeping processes. Included with these templates are best practices, clever workarounds, and useful shortcuts to maximize your team's productivity.
4. Checklists of Tasks & To-dos
Pixie lays out each step in the workflow using its task feature. With these templates, we’ve pre-populated all of the steps you will need, and a few extras to really WOW your clients.
Remove or add tasks quickly and easily to fit your process. Never miss a step in your bookkeeping workflows with customizable checklists that cover everything you need, start-to-finish.