The Accountant’s 12-Step Meeting Process [Infographic]

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Inefficient and time-wasting meetings are a top concern in the work world especially when it comes to sales meetings. Your firm’s sales process is a key factor in your success and without the proper approach, you’ll end up wasting time, resources and the real opportunities or issues will not be revealed. View the infographic below to learn the 12-step Accounting business approach to improve the outcome of your sales meetings.



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About the Author


Colin Dunn

Director & Co-founder at PANALITIX

Colin is a Chartered Accountant who, having spent almost 10 years with one of the fastest growing and most innovative firms in the UK, has spent the last 19 years working exclusively with the Accounting profession with a focus on helping them implement business advisory services with their clients. He is passionate about helping turn Accounting practices into Accounting businesses and holds a Bachelor of Arts (Hons) and is a qualified ACA. Colin is relentless in the pursuit of improving the performance of every firm he coaches.

Colin is the brains behind ENGAGER (previously the PANALITIX app), TRUST and Proactive Success System, PANALITIX’s three cloud applications for Accountants.

He is also a prodigious author and generator of content, primarily in the form of ‘how to’ material to enable Accountants to respond to client needs with value-based services. He is the author of the bestselling book “Accountants: The Natural Trusted Advisors.”

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