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!
WHAT WOULD YOU LIKE TO KNOW?
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!
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.
- 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.
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.