RESOURCES / ARTICLES WHAT ‘MY INSIGHTS’: tELLS yOU aBOUT yOUR cLIENTS   In the early stages of bringing a new client on board, a lot of effort is made to get to know them. But as the relationship develops and interactions become ‘business as usual’,...

RESOURCES / ARTICLES The Beauty Industry: Putting On a Fresh Face when Selling to Your Clients   I don’t know much about makeup; the different kinds, who makes it, what it costs, how it’s applied and so on... But I noticed some charges on my credit card, which...

RESOURCES / ARTICLES How a Sales Culture Can Future-proof Your Accounting Firm   At our PANALITIX Annual Conference in November, we were privileged to welcome Chip Conley, Strategic Advisor to AirBNB, as one of our speakers. During his speech, Chip talked about...

RESOURCES / ARTICLES HOW TO IMPROVE COLLECTIONS (HINT – YOU ARE NOT A CHARITY, OR A BANK!)   One of the five key business areas we focus on with accounting firms is that of Optimizing Processes. It’s a critically important area, as many accountants find...

RESOURCES / ARTICLES MOST PEOPLE AIM AT NOTHING AND HIT IT WITH AMAZING ACCURACY!   Accountants, like most business people, are not good at setting goals. They typically take an incremental, rather than innovative approach to planning. If you did $2 million in...

RESOURCES / ARTICLES ‘WE COULD HAVE DONE THAT!’ INSIGHTS INTO WHY CLIENTS DON’T BUY SERVICES THAT YOU COULD OFFER   Have you ever looked at a set of your client’s financial statements and seen a line item for ‘Consulting’? Perhaps you asked the client what it was...