A mistake leadership teams can make is “building the business around the people” (that is, the existing team). What does this mean? Here’s an example.

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We’d love to see you at our webinar next week! Not registered yet? Just click below. Most Accountants have an abundance of positive attributes and skills: detail-focused, caring for Clients, precision, persistence, resilience, etc. We see this in the Accounting firms we work with every day.  But it can be these very factors which hold […]

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An Accounting business (in Missouri, USA) recently appointed a new Client Manager. Part of her role is to build Client relationships, especially with “A” class Clients and grow fees by 12% in the coming year. She’s brushing up on her skills in relationship development and sales and we worked on what it means to have […]

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Our webinar on Making Money in Your Sleep: The Mindset of Business Builders in Accounting is coming up tomorrow! If you are interested in joining but the schedule doesn’t work for you, register anyway, and we will give you access to a recording of the webinar. Join us as we explore the mindset of the […]

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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 […]

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We are working with an Accounting business (based outside Chicago, Illinois) which has seen a huge increase in productivity, employee retention and the mood is good! There are various reasons… but the Managing Partner of this 11 person business is diligently implementing a 4-Point team building plan. There’s plenty to learn from this approach, so […]

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The two partners of an Accounting business in Pittsburgh, PA ($2.2 million annual revenues) realised: They lack free time, and are working very long hours to keep their business on trackTheir business is not highly valued, which will affect their succession plansThe metrics they track mostly relate to profitability (like revenue, revenue growth, COGS, EBITDA, […]

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What are the leaders of successful Accounting businesses doing right? Better hiring? Using more technology? Effortlessly building Client relationships? Selling with confidence?We decided to ask them… and we want to share their thoughts with you! Get ready for a few surprises! Leaders (and aspiring leaders) should join us for this fun and informative session, as […]

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Cash Management involves optimising the inflow and outflow of cash within an organisation to ensure efficient use of funds, meeting financial obligations, and maximising profitability. Accountants can help Clients by providing a framework in this important area.   Case Study: A UK-based manufacturer of aromatherapy products (annual turnover of $15 million) enjoyed high demand for their […]

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An Accounting business (based in Brisbane, Australia) has a Client which sells payroll software. The Client is rapidly growing and their investors are asking the management team “to increase profit and Enterprise Value”. The Accounting business – a Panalitix Client – made a persuasive pitch on how they could help this Client. This led to […]

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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

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Too many Accountants are stuck doing work which prevents them growing the business.  An obvious solution is to DELEGATE that work… but this can prove difficult. In fact, it may require a complete mindset change. Here’s a process we go through with Clients who are determined to delegate to focus on growth. Sound laborious? Maybe… but […]

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