Panalitix programs are carefully tailored to support Accountants in their business-building journey
Mentoring Programs
BUILDING THE ‘ENGINE ROOM’
Who’s this for?
Firms wanting to increase capacity and efficiency. (And improve lifestyle while reducing stress!)
Sample Curriculum
Process: optimize workflow, track productivity, checklists, pricing, SOW- Team: skills development, outsourcing, leadership
- Automation: the tech stack
- Clients: classification, communication
Growth!
Who’s this for?
Firms who want top-line and/or bottom-line growth
Sample Curriculum
- Marketing: lead generation, digital and content marketing
- Sales: skills development, referral programs
- Growth: by acquisition, etc.
Reducing Dependence
Who’s this for?
Owners / partners who want to reduce reliance on themselves
Sample Curriculum
Create a process to transition out of business functions, such as:
- Admin
- HR
- Finance
- Accounting work
- Client management
- Marketing
- Sales
- Leadership, etc.
Succession Planning
Who’s this for?
Owners starting the process of transitioning ownership
Sample Curriculum
Key steps in the planning process include:
- Exploring options like management buy-outs, merger or acquisition
- Understanding how to increase business value
- Presenting the business for sale
Next Step: Panalitix takes on a limited number of carefully selected firms, especially those that are ambitious and are action-oriented.
Frequently Asked Questions
Can the mentoring curriculum be customized?
The format and curriculum are modified to meet the needs of participants. There is nothing ‘cookie-cutter’.
Do you provide individual or group mentoring?
Both! We design mentoring programs around our Clients’ needs. Some Clients need to address very specific challenges in their firms, others can benefit more from a structured group curriculum.
Why should I consider ‘group mentoring’?
We get like-minded firms together so they can learn from one another and build positive, productive relationships. Also, it's FUN! Getting to know other firms and sharing their journey is a rewarding exercise. The hard work of building a business also means celebrating successes.
How is the mentoring delivered?
Most programs combine in-person meetings and ‘virtual’ meetings.
What is included in the mentoring programs?
Participants get access to all Panalitix tools and content as well as a dedicated, experienced mentor.
Are your mentoring programs action-oriented (or theory-based)?
Our mentoring programs are designed and delivered by people who have built multimillion dollar businesses. Panalitix mentors apply their knowledge, perspective and experience so you can take action and avoid wasting time on ‘trial and error’. We may refer to tried-and-tested business theory… but implementation brings our Clients the success they crave.
Do I have to do anything besides attend sessions?
Mentees are expected to prepare and participate actively. Goals are set and key metrics are tracked to ensure progress is made. The more you put in, the more you'll get out.
Who from my business should join the mentoring sessions?
Most programs can involve your extended teams, thereby building broad capabilities at the firm and enabling delegation.
How do I know if this is for me?
Panalitix programs are suited to those who are ambitious, want more out of their business and who will dedicate the time required to improve. A positive attitude is essential.
What is the duration of the mentoring programs?
Programs run for 12 months, but some projects can be accomplished in 30, 90 or 180 days. We will determine together what will work best for your specific goals and circumstances.
