PANALITIX Blog

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LATEST BLOGS

It’s a Good Time to be a Good Listener

It’s a Good Time to be a Good Listener

RESOURCES / ARTICLES It’s a Good Timeto be a Good Listener   If you really want to help clients, just listening to them is not enough. You need to ‘hear’ what they are communicating, which takes empathy and energy. This concept is very well-explained by a...

Exciting Clients… with Review Meetings!

Exciting Clients… with Review Meetings!

RESOURCES / ARTICLES Exciting Clients… with Review Meetings!   Accountants interpret financials to advise clients, sometimes through ‘quarterly (or monthly) review’ meetings. How do we get clients excited and willing to invest in these meetings? They need to see...

Random Sales Statistics, Little Nudges

Random Sales Statistics, Little Nudges

RESOURCES / ARTICLES Random sales statistics, little nudges   Sometimes the biggest value of a “statistic” you happen upon is that it challenges you to think for a bit. Maybe think differently for a bit. This can be the beginning of a new habit that leads to a...

Delighting Clients through Better Processes

Delighting Clients through Better Processes

RESOURCES / ARTICLES Delighting Clients through Better Processes Does your entire team care deeply about the wellbeing of all your clients, all the time? Are they always curious about clients, proactively looking for ways to help? If you can confidently answer ‘yes’...

Best Practices for (Annual) Strategy Meetings

Best Practices for (Annual) Strategy Meetings

RESOURCES / ARTICLES Best Practices for  (Annual) Strategy Meetings Partners, owners and/or managers of accounting businesses need to work on business strategy from time to time. These sessions can be hugely productive or… frankly… a waste of time. In this article we...

Specializing an Accounting Business: What and How?

Specializing an Accounting Business: What and How?

RESOURCES / ARTICLES Specializing an Accounting Business:  What and How? Specialization is one way to distinguish your firm from the competition and generate more profitable work. But what should you specialize in? The clues lie in your clients, your market, your...

Guidelines on Selling (or Merging) Your Accounting Business

Guidelines on Selling (or Merging) Your Accounting Business

RESOURCES / ARTICLES Guidelines on Selling (or Merging) Your Accounting Business All businesses undergo changes in ownership, or they are liquidated – it’s just a matter of time. Accounting businesses are no exception… so it makes sense for business owners to think...

Proposals with Less Pain and More Gain

Proposals with Less Pain and More Gain

RESOURCES / ARTICLES Proposals with Less Pain and More Gain Many firms struggle with creating and sending proposals efficiently.  Moreover, the final product is often an underwhelming-looking, intimidating, lengthy text document. Panalitix offers a complete solution...

Being the CFO Your Client Needs

Being the CFO Your Client Needs

RESOURCES / ARTICLES Being the CFO Your Client Needs In a recent webinar, Panalitix CEO Mark Ferris discussed how accountants can offer more strategic (CFO-type) services. Accountants raised great points before and during the event. Here’s a summary below. If you...


UPCOMING EVENTS

KickStart is a strategic business planning and leadership training workshop created by Accountants for Accountants. You will be taken through a unique process of developing your own customised One Page Plan that will drive your Accounting business forward with guaranteed results, clarity and direction.