WE HELP
ACCOUNTANTS SUCCEED

The accounting profession has never been under more pressure to change. In an environment where the accountant’s traditional heartland of compliance work is being disrupted by technology, accountants need to develop skills to become better business advisors. Panalitix provides a solution comprising software, content and services to help accounting firms build advisory businesses.

 

HELPING YOU THRIVE AND EXCEED EXPECTATIONS

 

ATTRACT CLIENTS
MANAGE CLIENTS
DEVELOP TEAMS
OPTIMIZE PROCESSES
DEVELOP PRODUCTS

HOW WE HELP

Panalitix offers different ways for you to benefit from our expertise including intuitive software, world-class content providing best practices and methodologies to implement advisory services, and professional advice and coaching for strategic delivery.

SOFTWARE

Panalitix’s software will transform how your business attracts clients suitable for business advisory, manages engagements with those clients, configures a team with the skills to become advisors, optimizes business processes, and introduces higher margin products. It’s an approach that leads to revenue and profit growth and insulates your firm against the threat of being marginalized as compliance services continue to be commoditized.

EXPLORE OUR TECHNOLOGY SOLUTIONS

Our software will transform how you attract and manage clients, improve team engagement, optimize your business processes, and build higher margin products and services. They play an essential part in transforming your firm into an advisory business.

ATTRACT CLIENTS

Grow advisory sales through impactful communication with prospects and current clients, along with best-practice business opportunity management.

MANAGE CLIENTS

Understand your clients’ business goals and concerns to enhance your relationships with them — securing and developing new business opportunities.

DEVELOP TEAMS

Ensure you’re fully engaged with the aspirations of your team to increase performance, morale and retention.

OPTIMIZE PROCESSES

Deploy proven tools that will help you manage and maximize the efficiency and cost-effectiveness of your critically important business processes so that you can create the capacity you need to offer advisory services.

DEVELOP PRODUCTS

Diagnose how your advisory products meet the needs of existing and future clients — and identify opportunities that will increase profitability.

HOW WE’VE HELPED

Panalitix has given us specific ideas about how we could work smarter and more efficiently, rather than being reactive to our clients’ needs and demands

Tom Neff

We’ve grown 20% every year in revenue since we joined Panalitix. We now know what we’re doing and how to do it.

Dominic Papaluca

Using Panalitix's tools and strategies we've helped small-to-medium-sized businesses thrive by delivering the highest degree of service excellence. 98% of our clients now come from referrals

Paul Siderovski

Our transition to business advisors using Panalitix's tools and learning has benefited our clients and our business. Rather than benchmarking transactional work, we now add value to our clients' future success.

Troy Townley

Panalitix has opened my eyes to different ways of doing things. It’s helped me to think and act as a business owner and not just an accountant.

Linda Hamilton

We’re building our business under the guidance of Panalitix and it’s really changed our mindset. It’s definitely had an impact on our bottom line

Jason Olszewski

Panalitix can help you identify and execute a plan to grow your accountancy practice in a way that no one else has done

Brian Perkis

For professionals who want to achieve more but need support and that tap on the shoulder, Panalitix is absolutely amazing. Their intervention will change your business

Melissa Austin


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