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...

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’...

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...

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...

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,...

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...

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...

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...

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...

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...

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...

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...