HELPING ACCOUNTANTS BUILD GREAT BUSINESSES: LET US ANSWER THE WHY, HOW & WHAT
“Hmm…what do you do at PANALITIX?” Countless times have we answered this question, and the words “wow,” “amazing” and “that’s awesome” have come up a lot over the years. Let us answer all questions, give you more info, dismiss any doubts and amaze you!
WHAT WOULD YOU LIKE TO KNOW?
PANALITIX is a global membership community that contains everything Accountants need to build great businesses - for themselves and their clients.
We believe Accountants are the support, the sounding board, the mentor and THE TRUSTED ADVISOR for small-to-medium-sized businesses. If we can help Accountants build great businesses, they in turn will help SMB’s build great businesses.
SMB’s are the backbone of an economy. Yet they are the least supported and go through all the pain and suffering of being a small-to-medium-sized business.
We believe we can change economies through Accountants by helping Accountants build great businesses and becoming the TRUSTED ADVISOR for SMB’s for all parts of their business and life.
PANALITIX is where Accounting firms train and develop teams, acquire and deliver technology and content, secure accountability through coaching, and share knowledge via peer-to-peer interactions to drive increased profitability, enhanced capacity and sustainable revenue growth.
Likewise, PANALITIX is the name of our proprietary cloud-based business advisory and client-monitoring software. Accountants use this application to analyze and monitor clients’ real-time financial data all on one dashboard. The ultimate aim of this software is to help Accountants be truly proactive real-time trusted advisors.
PANALITIX provides an end-to-end membership program that includes:
Community Support – A global online community created for members to interact and connect with Accounting industry peers, professionals, influencers and thought leaders.
Recognition, Branding and Listing – Acknowledgement and promotion of members by listing them on the exclusive membership directory.
Webinars – Periodic educational webinars where Accountants can learn tools, content, and how-to methodologies to dramatically improve their Accounting business.
Software Applications – ELEVATE (marketing), TRUST (sales), PANALITIX (business intelligence), PSS (performance monitoring) and LearningHUB (eLearning).
LearningHUB - The world’s best and largest cloud-based eLearning platform designed and built by Accountants for Accountants. LearningHUB is a suite of online business improvement courseware for non-technical skills such as marketing, sales, the delivery of business advisory services and so much more.
Implementation Program – Member groups created to provide tailored momentum meetings, workshops, performance reviews & continuous support. These are conducted by world-class member success managers & industry experts.
Coachingclub – An accountability, learning and sharing program designed to provide face-to-face training given by industry influencers and thought leaders.
PANALITIX premium membership is centered around the implementation of firm development and value-added business advisory services for your clients. It's the answer to your 'how to', and 'what next' questions and includes:
Training & Development – Advance your business & life by training via events, conferences and LearningHUB online business improvement courseware.
Technology & Content – Easily manage the mountains of data coming in from your clients, distribute great content and methodology with your own branding, and have the right tools to help you implement excellent processes.
Firm Improvement – How-to content for key business aspects like workflow, sales, marketing, serving, pricing, and business advisory means you get increased profits, enhanced capacity and sustainable revenue growth.
Real-time Business Advisory – We show you exactly how to leverage and implement advisory services. Our client engagement software also allows you be proactive with clients, effectively helping you identify and rectify potential issues before they happen.
Accountability & Coaching – Have world-class client success managers & industry experts personally coach you via workshops, momentum meetings & performance reviews.
Knowledge Share – Connect with like-minded Accounting professionals, peers & entrepreneurs. Be part of a cohesive community where resources and thought-leaders converge.
Get a more in-depth look at our Membership Levels.
PANALITIX will help you:
1. SAVE TIME. Accountants use PANALITIX to run an Annual Business Performance Review with their clients. This is created instantly once PANALITIX is connected to your client’s accounting file.
2. ELIMINATE DOUBLE HANDLING. Each month, a report can be generated to your clients, taking the core data out of cloud accounting software and adjusting that to create a unique dashboard for clients. The data could be entered manually, but the integration eliminates the need for that.
3. GAIN ACCESS TO REAL-TIME DATA ON YOUR CLIENTS. Accountants can view the up-to-date position on clients’ KPIs on one dashboard anytime they like as a result of the daily automatic synchronization with their cloud accounting software.
Other benefits include:
Improve client services - Keep an eye on clients with real-time monitoring - Spot opportunities for new services - Train your team in business advisory - Move clients to the cloud - Get more business advisory work with top clients - Retain and lock clients in - Converse about the future rather than the past - Develop the firm in workflow, people, cashflow, marketing, sales & business advisory services - Offer online training courses for your team and your clients - View and monitor performance of every client on one simple page!
The number one reason why firms don’t see the results they hoped for or any results at all is due to failure to implement. If you are prepared to follow our guidance, use our resources and IMPLEMENT - Accountants WILL see results and improvements across their business.
With proper implementation, members expect to:
Increase PROFIT by 75.5%, enhance CAPACITY by 30.6% and achieve SUSTAINABLE REVENUE GROWTH of 52.1% in 12 months.
Plus a 20% increase in number of client projects, 10% increase in price per project and 5% increase in total number of clients in 12 months.These figures are based on surveyed firms (ranging from $100K to $8.7M) after 12 months of strategy implementation.
We guess you’re a fantastic accountant, but you might need some help with offering more to your clients beyond compliance. Or you want to get more clients and train and inspire your team. You know you need to do something but you don’t have the time, processes or resources to make it happen.Over the last 10 years, co-founders Rob Nixon and Colin Dunn, have helped thousands of accountants worldwide improve their firm’s position across profit, capacity, and growth. Built on a foundation of coaching, content and technology, PANALITIX is the ultimate membership community for accountants with access to a library of the best content, resources, courses, client monitoring, marketing & sales automation and training for both your team and clients. With PANALITIX, you can improve your firm, train your team and get more clients, anywhere, anytime.