LATEST BLOGS
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
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
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
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?
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...
Transform your Niche Product Offering into an Engaging Marketing Campaign… in no time!
RESOURCES / ARTICLES Transform your Niche Product Offering into an Engaging Marketing Campaign… IN NO TIME! How do you let clients know that you offer a great service that will make a real difference to their business? Should you call them all up? Ugh,...
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...
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.