LATEST BLOGS
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
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
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...
Engagement Letters: Untangling what you WANT to say from what you feel you HAVE to say
RESOURCES / ARTICLES ENGAGEMENT LETTERS: UNTANGLING WHAT YOU WANT TO SAY FROM WHAT YOU FEEL YOU HAVE TO SAY Whether you’re buying a dishwasher or proposing tax services – there are some Terms and Conditions that are really important to understand from the outset and...
Client Classification: Finding the Win-Wins to Generate more Profit
RESOURCES / ARTICLES Client Classification: Finding the Win-Wins to Generate more Profit If you are a manufacturer, an important business asset will include your factory and the machines inside. Taking good care of the machines will help them work more efficiently and...
Are you an Accountant or Business Person? And why it matters
RESOURCES / ARTICLES ARE YOU AN ACCOUNTANT OR BUSINESS PERSON? AND WHY IT MATTERS In some accounting businesses, the extended team is forever busy and spends a lot of time frantically putting out fires. It doesn’t have to be this way. Adopting best practices in...
Hey, it’s 2021… Why are you still writing proposals like it’s 1975?
RESOURCES / ARTICLES HEY, IT’S 2021… WHY ARE YOU STILL WRITING PROPOSALS LIKE IT’S 1975? Over the next few months, we’ll be looking at how you can “re-boot” your approach to creating proposals, engagement letters and targeted marketing campaigns with Panalitix...
Using HR Data to Advise Clients
RESOURCES / ARTICLES Using HR Data to Advise Clients Accountants are increasingly analyzing clients’ Human Resource (HR) data to provide valuable advice. This is not surprising… given the critical role of employees in any business and management’s desire to improve...
Do Your Clients Need a CFO in 2021?
RESOURCES / ARTICLES Do Your Clients Need a CFO in 2021? Do your clients need a CFO in 2021? Some of your clients already have one and he/she may be performing brilliantly. Others will not have any strategic financial support… which is a huge opportunity for...
Finding Your Niche: Lessons from Accountants on the Specialization Journey
RESOURCES / ARTICLES Finding Your Niche: Lessons from Accountants on the Specialization Journey Panalitix has seen many clients make great strides in 2020. In spite of unpredictable and challenging conditions, most firms have grown revenues, increased capacity and...
Building the Accounting Business YOU WANT in 2021
RESOURCES / ARTICLES Building the Accounting Business YOU WANT in 2021 Accounting businesses are thinking ahead to 2021… and Panalitix is fortunate to be working closely with many of them in North America, Europe, Australia and New Zealand. One observation is that...
The Important Role Of Accountants As “Facilitators” (And Getting Paid For It)
RESOURCES / ARTICLES The Important Role Of Accountants As “Facilitators” (And Getting Paid For It) Panalitix is working with a client located in the South Eastern United States. The firm has grown rapidly and serves many business clients, including some with revenues...
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.