Panalitix advisors possess the know-how and the experience to help you plan, budget and deliver measurable business improvements — quickly and effectively. They’ll then implement project management best practices to secure the buy-in from your team to help you succeed.
Panalitix — deploying expertise to help you succeed
DEPLOYING EXPERTISE TO HELP YOU SUCCEED
CLIENTS Find more leads
CLIENTS Retain clients,
sell them more
and get referrals.
TEAMS Empower teams
to grow capacity
PRODUCTS Optimize and
IT’S THE COST-EFFECTIVE WAY FOR YOU TO COLLABORATE WITH PROFESSIONAL ADVISORS, ACCELERATE TOWARDS YOUR GOALS AND FOCUS ON YOUR CORE ACTIVITIES.
Client Communication Plan
Mining Client Opportunities
Client Administration Review
Team communication review
Organizational chart and job descriptions
Cash flow improvement
Review of systems and processes
New product launch
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
We’ve grown 20% every year in revenue since we joined Panalitix. We now know what we’re doing and how to do it.
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
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.
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.
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
Panalitix can help you identify and execute a plan to grow your accountancy practice in a way that no one else has done
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