LATEST BLOGS
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...
Resetting the Partnership: Key Questions and Strategies
RESOURCES / ARTICLES Resetting the Partnership: Key Questions and Strategies Panalitix is working closely with accountants looking to strengthen their partnerships. Some assignments involve brand new firms where there is a lot of excitement as accountants embark on...
Building a Sales Culture in Accounting Businesses
RESOURCES / ARTICLES Building a Sales Culture IN Accounting Businesses Panalitix CEO Mark Ferris recently presented a webinar on Building a Sales Culture in accounting businesses. He investigated how to get team members to WANT TO sell… which requires a major mindset...
Improving Workflow to Drive Profit and Growth
RESOURCES / ARTICLES Improving Workflow to Drive Profit and Growth We hear a lot about accountants evolving their businesses to offer high margin (advisory) services. This makes sense as technology innovation, increased competition and downward price pressure impact...
Business Advisory in a Post-COVID Environment: An Interview with Michael Burke
RESOURCES / ARTICLES Business Advisory in a Post-COVID Environment: An Interview with Michael Burke We covered a lot of ground in a recent interview with Panalitix client Michael Burke of Burke Raftery Chartered Accountants. Here are some excerpts. ...
Succession: Starting Early and Communicating Clearly
RESOURCES / ARTICLES Succession: Starting Early and Communicating Clearly Working closely with over 200 accounting businesses across three continents, we get to watch their evolution and be a part of their success. Many milestones are achieved such as revenue goals,...
Rapidly Growing an Accounting Firm: An Interview with Glenn Hetzel
RESOURCES / ARTICLES Rapidly Growing an Accounting Firm: An Interview with Glenn Hetzel In a wide-ranging interview, Glenn Hetzel, Managing Partner of Glenn B. Hetzel & Associates, CPAs spoke frankly and clearly on the many challenges and opportunities related to...
Finding and Converting High Quality Leads – the Engine for Business Growth
WEBINAR finding and Converting High Quality Leads – the Engine for Business Growth ABOUT Mark Ferris CHAIRMAN & CEO, PANALITIX Mark Ferris is an entrepreneur who has founded, built and 'exited' numerous businesses realizing success for shareholders,...
Content Marketing – Distinguishing your Accounting Business
RESOURCES / ARTICLES Content Marketing – Distinguishing your Accounting Business Ever been in a store where there are free samples available? Did you try them? Did you buy anything? Statistically, the answers to the above questions are probably, ‘Yes’, ‘Yes’ and ‘No’....
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.