Case Study: Kennedy Accountancy & Bookkeeping Services achieves reduced overwhelm and rapid growth to 48 clients with Pixie

A Pixie Case Study

Preview of the Kennedy Accountancy & Bookkeeping Services Case Study

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

Kennedy Accountancy & Bookkeeping Services, founded by Karen Kennedy in the Scottish Highlands, launched during lockdown and quickly scaled from 0 to 48 clients in six months. Faced with rapid growth, overwhelm and a reliance on post‑it notes and spreadsheets, Karen tried Senta but found it unintuitive and ultimately turned to Pixie and its practice management tools to get organised.

Pixie implemented a simple practice management solution with email integration and a Zapier connection to GoProposal to streamline onboarding, task tracking and client record‑keeping. The result was a dramatic reduction in overwhelm, clearer visibility of upcoming work and a smoother onboarding process — supporting Kennedy Accountancy & Bookkeeping Services’ growth from startup to 48 clients in six months and ongoing expansion.


Open case study document...

Pixie

17 Case Studies