Mark Ferris
The Role of a Senior Client Manager
The Role of a Senior Client Manager in a High-performing Accounting Business A high-performing Accounting Business based in Liverpool, UK (£2.7m in revenue) has experienced good growth recently… but they have also had to evolve the organisational structure to properly serve their Clients. An important decision was the appointment of a Senior Client Manager (SCM),…
Transitioning to a Digital Marketing Strategy
A three-partner, New Jersey-based Accounting business is enjoying growth and quality lead generation after investing in marketing. Importantly, they took a long-term view of this project and put in place a dedicated resource to keep things moving. They’re now considering further investment, with an emphasis on digital marketing. Here’s an overview: 20 months ago The…
Weekly Acumen: Tailoring Sales Proposals and Presentations to your Audience
An Accounting business in Sydney, Australia ($3.5 million in revenues) has invested in sales training for selected team members. Their goals are to: ● get better at closing new opportunities with existing Clients, and ● reduce reliance on the partners for bringing in new Clients The challenge is multifaceted… and in this module we analysed…
Meet the Panalitix AI-Powered Coach – Ready to Talk 24/7
We invite you to engage with the newest feature of Panalitix LearningHub – our AI-powered coach trained on all Panalitix content.This is not a help bot. It’s a “clone” of our CEO, Mark Ferris, and is ready to talk about and advise you on your business challenges.Give it a try! Ask it something like: How…
CPE Credit Webinar (for US Accountants): Finders, Minders and Grinders – A Concept Still Guiding Enlightened Accounting Businesses Today
We’d love to see you at our webinar next week! Not registered yet? Just click below. Panalitix is excited to offer this webinar in collaboration with Earmark Webinars+ to offer CPE credits to US Accountants. We often hear Accountants say they ‘work excessively long hours’, ‘are not playing to their strengths’, ‘end up doing the…
A Focus on Time-Management
We’ll be working with Accountants on a range of subjects in 2023… including Time Management. Why is this important? We often hear the expression, “time is money” but the relationship between time and money is more complex. Arguably time is MORE important than money. After all, you can use your time to make more money, but…
Yes, You Should Get Rid of Clients… But Which Ones?
Most Accounting businesses have too many Clients… and they should reduce this number. When it comes to Clients, less can be more. But which Clients should you get rid of? Read on for a case study involving a firm in South Carolina, USA, that took some important actions based on Client Classification.
Holding Effective Sales Meetings
A Panalitix Client based in Perth, Australia has made growth a priority in the coming year. In the past, the approach to marketing and sales has been completely REACTIVE, with no defined goals or processes. We introduced a Weekly Sales Meeting including guidelines to ensure time is well-spent. Here’s an overview of internal sales meetings…
Strategies for Profit Improvement: Avoiding Write-offs
An Accounting business based outside Sydney, Australia was disappointed with their year-to-date results, especially profit. This triggered an offsite meeting where they developed a “Profit Improvement Strategy”. One important outcome was a mindset shift FROM focussing on ‘chargeable’ time TO eliminating write-offs. Here’s an overview… which could be applied in many Accounting businesses.
Accountants Advising on Business Valuations
Accountants can help Clients with business valuations, especially when required by an investor, lender or in anticipation of a transaction. Valuing a business is seldom purely ‘formula-based’ and usually takes into account market conditions and other extraneous factors. Once the drivers of value are understood, an Accountant can provide valuable guidance on how to increase…
[WEBINAR] Lead Generation for Accountants: How to Stand Out and Attract Quality Leads in a Rapidly Evolving Environment
We’d love to see you at our webinar next week! Not registered yet? Just click below. In today’s competitive market, growth-minded Accountants face significant challenges in standing out and attracting quality leads. Prospects have access to more information than ever before and expect a seamless sales and onboarding process. Additionally, there’s downward price pressure and…
Case Study: Insights from a Successful Buyer of Accounting Businesses
Buying an Accounting business is a plausible strategy for growth, entering new markets and gaining access to Clients and employees. And firms are frequently up for sale as owners retire or transition to new projects. These acquisitions are not without risk. We spoke to a Panalitix Client, based in the US, who has successfully acquired…