An Approach to Digitising Accounting Services

A Panalitix Client, based in Missouri, is owned by a father and son team and started their “Digital Transformation” some years ago. There’s been good progress in marketing, Customer Relationship Management, sales proposals, digital engagement letters, payment methods and recruitment. 

More recently they looked at how they provide Accounting Services and implemented various automation tools which are having a positive impact on their business. 

Here’s a quick overview.