Pipeflow

Instagram ideas for accountants.

Twelve ideas that show order in receipts, make numbers easy to understand and make you visible as a point of contact.

Receipt tipPipeflow Accounting

Photograph the receipt, send it straight away, done. If you do this as you go rather than at the end of the month, you save yourself and us a lot of searching.

Example of a text tile

12 ideas for accountants.

With ready-made sample text to adapt.

  1. 01

    Receipt tip

    How to send receipts as you go instead of at the end of the month.

    Example
    Photograph the receipt, send it straight away, done. If you do this as you go rather than at the end of the month, you save yourself and us a lot of searching.
  2. 02

    Outstanding invoices

    Why you should check unpaid invoices regularly.

    Example
    How many of your invoices are unpaid right now? A quick weekly look at outstanding items protects you from nasty surprises in your account.
  3. 03

    Accounting or tax advice?

    The difference explained simply.

    Example
    We take care of ongoing bookkeeping, closings and payroll within our authorisation. For tax advice we work with tax firms.
  4. 04

    Month-end closing explained

    What happens at month-end closing and why it helps.

    Example
    At month-end closing we bring all entries up to date and check the accounts. The result: every month you know where your business stands.
  5. 05

    Reading your report

    One line from the monthly report explained clearly.

    Example
    Turnover isn't profit, and profit isn't money in the bank. We're happy to show you how to read your monthly report properly.
  6. 06

    My workplace

    A photo of a tidy desk, with no data on the screen.

    Example
    Two screens, a coffee and a well-sorted receipt tray. This is where piles of paper turn into clear numbers. ☕
  7. 07

    Payment terms

    A tip for friendly, clear payment terms on invoices.

    Example
    A clear payment term on an invoice helps both sides. If you write a date rather than a vague deadline, you often get paid more promptly.
  8. 08

    Cash book

    Why cash takings must be properly documented, in general terms.

    Example
    Cash takings need to be recorded continuously and completely. It's a legal requirement and creates clarity if questions ever come up.
  9. 09

    A day in the office

    A text tile with your daily routine.

    Example
    Booking receipts in the morning, answering queries at midday, preparing payroll in the afternoon. No two days are the same.
  10. 10

    Before the annual accounts

    What businesses can prepare.

    Example
    What helps before the annual accounts: a stocktake, unpaid invoices, bank statements up to the last day and a list of larger purchases. Then it all goes faster.
  11. 11

    Reminders without the hassle

    How to send a payment reminder that's friendly but firm.

    Example
    A payment reminder can be friendly. Short, factual, with the invoice number and a new payment date. That keeps the customer relationship intact.
  12. 12

    Free capacity

    A note when you can take on new clients.

    Example
    From next month I can take on new businesses for ongoing bookkeeping again. Feel free to write to me for a first conversation. #bookkeeping #accounting

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