ADVISORY

ADVISORY

HELPING YOU PLAN,
BUDGET AND DELIVER

 

ADVISORY

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

ATTRACT
CLIENTS
Find more leads
and grow
revenue.
MANAGE
CLIENTS
Retain clients,
sell them more
and get referrals.
DEVELOP
TEAMS
Empower teams
to improve
performance
OPTIMIZE
PROCESSESES
Streamline
business processes
to grow capacity
DEVELOP
PRODUCTS
Optimize and
evolve your
service portfolio

IT’S THE COST-EFFECTIVE WAY FOR YOU TO COLLABORATE WITH PROFESSIONAL ADVISORS, ACCELERATE TOWARDS YOUR GOALS AND FOCUS ON YOUR CORE ACTIVITIES.

ATTRACT CLIENTS

Market Understanding

Marketing Plan

Branding Review

Sales Training

MANAGE CLIENTS

Workflow Audit

Client Communication Plan

Mining Client Opportunities

Client Administration Review

DEVELOP TEAMS

Vision workshop

Team communication review

Organizational chart and job descriptions

Compensation planning

OPTIMIZE PROCESSES

Strategic planning

Partner retreats

Cash flow improvement

Review of systems and processes

DEVELOP PRODUCTS

Product audit

Pricing review

New product launch

OTHER WAYS WE HELP YOU SUCCEED

Panalitix offers different ways for you to benefit from our expertise including intuitive technology solutions, a vibrant membership program, professional advice and coaching for strategic delivery.


SOFTWARE


CONTENT

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


REQUEST A DEMO

We’re happy for you to
try before you buy!