COACHING

COACHING

EXPERT GUIDANCE
ON YOUR JOURNEY
TO SUCCESS

 

COACHING

Join Panalitix’s coaching program, and you and your business will be taking a vital step towards implementing the right changes to achieve your strategic ambitions.

Built around our world-class content and expertise in helping businesses, our program provides direction, guidance and accountability based on a data-driven approach and world-class content to support with implementation as you evolve your practice to a business advisory firm.

ACCELERATE YOUR
JOURNEY TO SUCCESS

Access Panalitix’s expert coaching resources
Develop business advisory skills
Define and achieve your professional goals
Gain access to data to drive your decisions
Utilize superior content to increase success

 

Three levels, one focus

Our coaching program can be accessed at three levels.

 

Coaching

If you aspire to improve your business and you’d like to benefit from our coaching expertise remotely, you should join our Coaching program.

Highlights include

Designated Business Improvement Coach
Initial Goal Setting and Business Planning activity with proprietary Strategize technology solution
Facilitated, online strategy planning session with Business Improvement Coach
Monthly Accountability Calls
Measurement of progress against key metrics
On-going contact with Business Improvement Coach
Annual diagnostic project on an area of improvement
Access to Panalitix's Software and Content
Access to online community, educational webinars and Panalitix Events / Meetings themed with relevant topics*
*Nominal attendance fee applies

COACHINGCLUB

CoachingClub combines our specialist expertise and experience in business development with access to a group of like-minded professionals.

Highlights include

Designated Business Improvement Coach
Initial Goal Setting and Business Planning activity with proprietary Strategize technology solution
Facilitated, in-firm strategy planning session with Business Improvement Coach
Monthly Accountability Calls
Coaching group with common dynamics
Quarterly group meetings with a set curriculum
Measurement of progress against key metrics
On-going contact with Business Improvement Coach
Two annual diagnostic projects on an area of improvement
Access to Panalitix's Software and Content
Access to online community, educational webinars and Panalitix Events / Meetings themed with relevant topics*
*Nominal attendance fee applies

BOARDROOM

Boardroom is the next level coaching program for high performing businesses. We extend their success by more deeply sharing their experiences for mutual benefit and gain.

Highlights include

Designated Lead Business Improvement Coach
Initial Goal Setting and Business Planning activity with proprietary Strategize technology solution
Facilitated, in-firm strategy planning session with Business Improvement Coach
In-firm presentation and launch of your strategy
Monthly Accountability Calls
Coaching group with common dynamics
Quarterly group meetings with a set curriculum
Measurement of progress against key metrics
On-going contact with Lead Business Improvement Coach
Four annual diagnostic projects on an area of improvement
Access to Panalitix's Software and Content
Access to online community, educational webinars and Panalitix Events / Meetings themed with relevant topics*
*Nominal attendance fee applies

PREMIUM COACHING

PANALITIX’S PREMIUM COACHING CENTERS ON ONE-ON-ONE, LEADER-TO-LEADER SUPPORT AND MENTORING FOR ADVANCED BUSINESSES THAT ARE FOCUSED ON DRIVING THEIR FUTURE SUCCESS.

Conducted by seasoned members of Panalitix’s senior leadership team, our Premium program is tailored to meet your exact requirements. It’s a bespoke approach that will accelerate the development of your business, and it’s aligned precisely to the goals and ambitions of you and your colleagues.

OUR COACHES

COLIN DUNN
Co-Founder & Lead Coach

Colin is a Chartered Accountant with over twenty years’ experience coaching hundreds of businesses to develop and implement strategies to build better businesses for themselves and for their clients. He has delivered speeches, workshops and seminars in North America, Europe, Asia, Australia and New Zealand, and has also conducted many webinars to global audiences.

SIA KAL
Business Improvement Coach – USA

Sia’s priority is to ensure that development-focused businesses possess the skills to thrive in an evolving world. He encourages Panalitix’s clients to challenge long-standing methods and thinking to secure the benefits of innovation – for themselves and their clients.

DEAN MARINAC
Business Improvement Coach – ANZ

Dean facilitates interactive workshops, innovative team training and also engages as a speaker for conferences and events. Qualified to postgraduate level in Entrepreneurship and Innovation, Dean works with accountancy businesses to help them achieve the outcomes they want.

ALAN WOODS
Business Improvement Coach – UK

 

With first-hand experience running his own business, Alan brings his personal insights to help others meet the challenge of change. His focus is on ensuring that Panalitix clients live the role as their clients’ trusted advisor, while embracing the benefits of new technology.

 

 

 

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


ADVISORY

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
Chairman / Rina Accountancy Corporation - Oakland, United States

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
Director / Rise Business Solutions - Perth, Australia

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
Director / SiDCOR Chartered Accountants - Newcastle, Australia

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
Partner / HTA Advisory - Melbourne, Australia

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
President / Linda A Hamilton, CPA LLC - New York, United States

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
Partner / OC Partners - Lilydale, Australia

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
President / Perkis, CPA P.C - Brooklyn, United States

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
Principal / Brilliance for Business - Warana, Australia

REQUEST A CALL

We’ll ask you about your goals and explain how Panalitix can help.

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