Give PANALITIX a Round of Applause: Our App Partner of The Month

How To Offer Clients Help In Action Plan Implementation
December 4, 2017
Your Accounting Firm’s Step-By-Step Approach To Attracting New Clients [Infographic]
January 5, 2018

Original Post: https://www.xero.com/blog/2017/12/panalitix-round-applause-app-partner-month/ ===================================================================== Every month we recognize one of our 500-plus app partners for the great work they’re doing to help small businesses succeed. This month, it’s PANALITIX. PANALITIX is the ultimate global membership community that exists to provide everything Accountants need to build great businesses for themselves and for their clients so together they can build great economies and better lives. PANALITIX is where Accounting firms train and develop teams, acquire and deliver technology and content, secure accountability through mentoring and share knowledge via peer-to-peer interactions to realize success. We sat down with Jonathan Coleman, General Manager (ANZ) of PANALITIX, to discuss how PANALITIX has helped Accounting firms worldwide build businesses that thrive.   How does PANALITIX help Accountants build great businesses? PANALITIX helps Accountants achieve their goals, whether be it increased profit, revenue, or capacity, team development, enhanced lifestyle and/or ensuring succession. With over 20 years of experience in supporting and advising over 4,000 Accounting firms worldwide, we have identified high-priority Accounting business principles that should be adopted by a well-rounded high-performing firm. In helping Accountants to embrace change and achieve their goals, we provide: Accountability - We help our members hold themselves accountable to the commitments they have made to achieve their goals. Community - We place our members in a collective of like-minded peers from which they can learn and be inspired. Measurement - We identify key metrics for our members to track progress and gauge their performance at every stage of their journey. Clarity - We develop a clear roadmap for our members with specific projects and milestones that work towards progressing their goals. Customization - We tailor our program and resources based on the needs and capabilities of each firm. Who is PANALITIX for? We work with Accountants who embrace change. PANALITIX has advised and trained thousands of Accountants across the globe and guided their firms to success. Members who have effectively implemented the tools and strategies they have learned from us continue to thrive. “PANALITIX has been a great tool for our business and clients as it is enabling us to work with our clients in a new way and change the way we engage with them. Being able to work with clients to complete a 3 year Business Performance review and setting targets for their business has been great as it has led to a number of new opportunities for our business. The direct data feed into Xero and ability to have live data available has been a real value add for our business.” - Troy Townley, HTA Advisory Why did PANALITIX partner with Xero? In our continuous effort to provide our member Accounting firms with the highest degree of service excellence, we partnered with Xero to help them save time, effort and money by:
  • Gaining complete access to real-time client data which syncs automatically with Xero so they can view up-to-date positions on their clients’ KPI’s and provide real-time actions on the fly
  • Instantly creating client business performance reviews once PANALITIX is connected to their clients’ Xero file to build and implement business action plans
  • Quickly eliminating the need to enter data manually as their clients’ core data are used to create a unique dashboard and reporting for their clients
  • Strengthening client relationships through close monitoring and proactive discussions about immediate and long-term business goals and action plans
  • Improving sales and delivery of services to attract and manage clients as well as enhance team development and efficiency through data-driven business processes
We believe that this PANALITIX and Xero synergy is pivotal in realizing our vision. Xero is a world leader in cloud-based Accounting software innovation for SME’s. Likewise, we at PANALITIX are at the forefront of developing strategies and tools that help Accountants offer their SME clients more services that go beyond compliance. Together, we can make a difference in the lives of Accountants, their clients and the world as a whole.

Leave a Reply

Bitnami