Revolutionizing The Way Accountants Do Business: Let Us Answer The HOW’s & WHY’s

Hmm…what do you do at PANALITIX?” Countless times have we answered this question, and the words “Wow,” “Amazing,” “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!


1What are the benefits of using PANALITIX?
PANALITIX will help you:

1. To save time. Accountants use PANALITIX to run an annual Business Performance Review with their clients. This can be created instantly once PANALITIX is connected to your client’s accounting file

2. To eliminate double handling. Each month, a report can be generated to your clients, taking the core data out of your cloud accounting software and massaging that to create a unique dashboard for your clients. The data could be entered manually but the integration eliminates the need for that

3. To provide you access to real time data on your clients. You can view the up-to-date position on our clients’ KPIs on one dashboard any time you like as a result of the daily automatic sync with your cloud accounting software.

Other benefits include:

- Improve client service - 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 1 simple page!

2What results can I expect to achieve, how will i know if I am successful?
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 - you WILL see results and improvements across your business.

Typically, our members are expect to see an increase of:

75.5% Profit 30.6% Capacity 52.1% Revenue 20% in # of client projects 10% in price per project 5% in number of clients

This is based on surveyed firms (ranging from $100,000 - $8.7M) over 12 months of strategy implementation.

3What do you get with PANALITIX?
PANALITIX premium membership is centred 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:

- Our full suite of resources and content, LearningHUB, the largest and best library for Accounting firms - Access to the Automated content marketing platform - Access to Dashboards, Alerts and KPI monitoring for your clients - An initial Business Performance Review - Personalised Learning Pathway (based on the Performance Review) directing you to the appropriate resources for your situation and goals - Regular Accountability Coaching from your Member Success Manager - A peer group of 6-8 firms that meets every 6 weeks - Member Success Manager for support and training - And plenty more tools, resources & support that you need along your journey to success.

4What is it and how did it start?
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 Colin Dunn and Rob Nixon, have helped thousands of accountants 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.

5How do you integrate with accounting software providers, Eg. Xero, MYOB and Quickbooks ?
The sync process is simple. During the client set up process, the accountant is prompted to connect the file to their client’s cloud accounting solution. Simply select your accounting software provider from the list, enter your login credentials and select the client. The client’s chart of accounts will then be presented in PANALITIX with recommended mapping for each account (feedback tells us the mapping is accurate 90%+ of the time.) The accountant can quickly adjust the mapping during a cursory review if required. Once happy, the accountant confirms and the integration is complete. Immediately, up to three years’ past data is then synced to PANALITIX to provide the starting point, a Business Performance Review.
6What support do I have?
We have a team of dedicated Member Success Managers to help our members get up and running and provide ongoing proactive and reactive support. We also run monthly implementation webinars for our members and provide online e-learning and accountability sessions via our LearningHUB. Whilst PANALITIX content & software show you HOW to implement, our team are here to set your action plans, offer accountability and ensure you are hitting targets along journey.
7How long do I need to be a PANALITIX member for?
We find firms typically develop their businesses over a 2 year period. You commit to firm development for a minimum of 12 months and can re-assess your situation and needs with your Member Success Manager after that time.
8How much does it cost?
All our plans include unlimited users and access to tools that make managing your business stress-free. Choose the plan that works for your firm. Our pricing is varied so you can get and pay for exactly what you need, depending on where your firm is and wants to go. You can pay as you grow, your subscription can be scaled up or down at any time. No contracts.
9Can I get a Free Trial?
There is no free trial. Our product is best introduced via an online meeting so that accountants can understand how the technology integrates with our vast online training content, LearningHUB. You can request such a meeting here:

The opportunities are there, you just have to take them.