PANALITIX

10 Steps to Selling an Accounting Business. Your Timing may be Good!

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RESOURCES / ARTICLES. 10 Steps to Selling an Accounting Business Your timing may be good! We are working closely with owners looking to sell their Accounting businesses. While transactions can be stressful and there is no guarantee of success, this feels like a good time to consider a sale. .

A Practical Guide to Building Powerful Brands – the 5 Focus Areas

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RESOURCES / ARTICLES. A Practical Guide to Building Powerful Brands – the 5 Focus Areas. Some of our clients are taking a long-term view of building a valuable Accounting business. And we’re helping them with brand strategy. . For starters, how do your clients view your firm?

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Accountants as Advisors – and the Elephants in the Room!

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RESOURCES / ARTICLES. Accountants as Advisors– and the Elephants in the Room! How do Accountants sell more advisory services? This is a question we get asked a lot… and the answer can be more complicated than it appears. For starters, WHY would Accountants WANT TO sell more advisory services?

Measure then Manage: Taking Control of Your Accounting Business

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RESOURCES / ARTICLES. Measure then Manage: Taking Control of Your Accounting Business. Panalitix is working with a US Accounting business which has grown rapidly in the past two years.

Global Accounting Principles and Commission Capitalization

Speaker: Ryan Dillard, Chief of Staff Director at CBIZ ARC Consulting LLC; Kelly Hicks, Global Controller at Airbase

Join us for this webinar, where Airbase Controller Kelly Hicks and Ryan Dillard, a Director at CBIZ ARC Consulting, explore how to approach capitalizing global sales commissions.

Designing the Ideal Team Structure: 6 Underlying Principles

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RESOURCES / ARTICLES. Designing the Ideal Team Structure: 6 Underlying Principles. Many Accountants struggle to stay on top of their work, especially during peak seasons. This can lead to unhappy clients and frustrated teams – a deadly combination. Longer term, there’s fatigue and despondency. .

Designing the Ideal Team Structure: 6 Underlying Principles

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RESOURCES / ARTICLES. Designing the Ideal Team Structure: 6 Underlying Principles. Many Accountants struggle to stay on top of their work, especially during peak seasons. This can lead to unhappy clients and frustrated teams – a deadly combination. Longer term, there’s fatigue and despondency. .

Proposals with Less Pain and More Gain

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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.

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Building Brilliant Client Relationships for Retention, Upselling and Referrals

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RESOURCES / ARTICLES. Building Brilliant Client Relationships for Retention, Upselling and Referrals. We often see Accountants working hard to bring on new clients through marketing and sales. They also invest in building teams to properly serve these clients.

Building Brilliant Client Relationships for Retention, Up-selling and Referrals

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RESOURCES / ARTICLES. Building Brilliant Client Relationships for Retention, Up-selling and Referrals. We often see Accountants working hard to bring on new clients through marketing and sales. They also invest in building teams to properly serve these clients.

Helping Clients with Pricing Strategy – the Opportunities for Accountants

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RESOURCES / ARTICLES. Helping Clients with Pricing Strategy – the Opportunities for Accountants. Panalitix works with a progressive accounting business whose client sells a range of plumbing services and supplies.

5 Ways to Improve DE&I in the Workplace

Diversity, equity, and inclusion are critical for an organization’s success. And companies that take bold action to help ensure an inclusive workplace will win every time. Discover how your company can create a culture that celebrates DE&I while achieving higher revenue and growth.

Finding Your Niche: Lessons from Accountants on the Specialization Journey

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RESOURCES / ARTICLES. Finding Your Niche: Lessons from Accountants on the Specialization Journey. 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.

Increasing Revenue from Your Existing Clients

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RESOURCES / ARTICLES. Increase revenue from your existing clients. It’s gratifying to see that almost all firms we are working with have grown in the past twelve months, both in terms of revenue and profit. .

Increasing Revenue from Your Existing Clients

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RESOURCES / ARTICLES. Increase revenue from your existing clients. It’s gratifying to see that almost all firms we are working with have grown in the past twelve months, both in terms of revenue and profit. .

Learning For Success in 2022 – International English

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RESOURCES / ARTICLES. Learning For Success in 2022. What would you like to learn in 2022? . We’re not talking about your Continuing Professional Education (CPE) obligations. We’re talking about what would really BENEFIT you. What you would ENJOY. What you would most VALUE in terms of education.

Learning For Success in 2022

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RESOURCES / ARTICLES. Learning For Success in 2022. What would you like to learn in 2022? . We’re not talking about your Continuing Professional Education (CPE) obligations. We’re talking about what would really BENEFIT you. What you would ENJOY. What you would most VALUE in terms of education.

Virtual Cards — Everything You Need To Know

Speaker: Eoin Hession, Controller at Recharge

Even though virtual cards have been part of the payments system for over ten years, there remains a lack of clarity around how they work and their value to companies large and small. In this webinar, Eoin Hession, Controller at Recharge, talks about how his company uses virtual cards in their operations. Sign up today!

Growing Your Accounting Firm… Without Hiring

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RESOURCES / ARTICLES. Growing Your Accounting Firm… Without Hiring. It’s good news that many Panalitix clients have grown their businesses this year and want to expand in the next 12 months. However, hiring new employees to fuel that growth is proving to be a challenge.

Should You Be Using More Video In Your Firm’s Communication Strategy? PART 1

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RESOURCES / ARTICLES. Should You Be Using More Video In Your Firm’s Communication Strategy? PART 1. Video is the most powerful way to communicate your message today. And according to Wyzowl ’s 2021 State of Video Marketing Report, the pandemic has led us to consume more video than ever before.

Should You Be Using More Video In Your Firm’s Communication Strategy? PART 1

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RESOURCES / ARTICLES. Should You Be Using More Video. In Your Firm’s Communication Strategy? PART 1. Video is the most powerful way to communicate your message today. And according to Wyzowl ’s 2021 State of Video Marketing Report, the pandemic has led us to consume more video than ever before.

Exciting Clients… with Review Meetings!

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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?

How to Write OKRs: 45 Effective Examples

Many companies are embracing objectives and key results (OKRs) as the best practice for committing to goals and following through. Objectives are outcomes that reflect current company priorities. Each employee should write OKRs that roll up to larger company goals.

Designing Your Firm… So It’s Not Reliant On You

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RESOURCES / ARTICLES. Designing Your Firm… so it’s not reliant on you. Being a slave to your accounting business is not a desirable situation and causes stress on you and your colleagues.

It’s a Good Time to be a Good Listener…

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RESOURCES / ARTICLES. It’s a Good Time to be a Good Listener…. If you really want to help clients, just listening to them is not enough. You need to ‘hear’ what they are communicating, which takes empathy and energy.

Rapidly Growing an Accounting Firm: An Interview with Glenn Hetzel

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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 growing an accounting business.

Random Sales Statistics, Little Nudges

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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.

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Building Smart with Distributed Teams

Speaker: Sam Ross, General Counsel at Remote; Jenny Bloom, former CFO at Zapier & Darren Murph, Head of Remote at GitLab

It’s clear that distributed teams are here to stay in some form or another. Adapting to this reality means finding the right systems and processes that support remote workers — including international ones — while controlling for risks and communication challenges. Watch to find out more!

Random Sales Statistics, Little Nudges

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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.

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Delighting Clients through Better Processes

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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?

Best Practices for (Annual) Strategy Meetings

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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.

Best Practices for (Annual) Strategy Meetings

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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.

The First 90 Days: Onboarding Checklist

Connect with your people from day one with this development and engagement checklist.

Specializing an Accounting Business: What and How?

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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 areas of interest and your skills.

Transform your Niche Product Offering into an Engaging Marketing Campaign… in no time!

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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, that sounds awful. .

Guidelines on Selling (or Merging) Your Accounting Business

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RESOURCES / ARTICLES. Guidelines on Selling. (or or Merging). Your Accounting Business. All businesses undergo changes in ownership, or they are liquidated – it’s just a matter of time.

Being the CFO Your Client Needs

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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.

Telling a Great Story with Data

Speaker: Jeff Epstein, Operating Partner at Bessemer Venture Partners, & Aneal Vallurupalli, CFO at Airbase

Data can create and even change a story — this is a key theme in an enlightening discussion between Jeff Epstein, Operating Partner at Bessemer Venture Partners, and Aneal Vallurupalli, CFO at Airbase. Watch the video to discover how!

Engagement Letters: Untangling what you WANT to say from what you feel you HAVE to say

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RESOURCES / ARTICLES. ENGAGEMENT LETTERS: UNTANGLING WHAT YOU WANT TO SAY FROM WHAT YOU FEEL YOU HAVE TO SAY.

Client Classification: Finding the Win-Wins to Generate more Profit

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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 preserve their working life.

Engagement Letters: Untangling what you WANT to say from what you feel you HAVE to say

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RESOURCES / ARTICLES. ENGAGEMENT LETTERS: UNTANGLING WHAT YOU WANT TO SAY FROM WHAT YOU FEEL YOU HAVE TO SAY.

Are you an Accountant or Business Person? And why it matters

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RESOURCES / ARTICLES. ARE YOU AN ACCOUNTANT OR BUSINESS PERSON? AND WHY IT MATTERS. 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 state-of-the art technology solutions.

What Hourly Workers Want More than Money

Attract talented, ambitious people by giving them more control over their lives. Hourly workers want to make their daily lives and financial lives more predictable. Employers can assist by offering early access to pay, flexible scheduling, healthcare assistance, benefits where possible, and paid leave options.