For Business and Accounting Advisory Services
Advisory Readiness
Equip your firm to confidently sell and deliver high-value advisory services with clarity, capability, and conviction. Don't just generate reports! Build real advisory capability.
Program
Summary
Advisory Readiness is a 90-day program that equips firm leaders to develop their team’s skills in selling and delivering accounting and business advisory services by building human capability first, before introducing tools.
The Problem
For years, accounting firms have been told they are leaving “money on the table” by not offering advisory services. So they try advisory by buying tools, dashboards, or diagnostics, but are disappointed when advisory revenue doesn’t follow. The truth is that technology doesn’t create advisory. People do.
Most firms struggle because:
Advisors hide behind software instead of leading conversations
Services lack clear outcomes, pricing, and boundaries
Team members lack confidence and conviction
How It Works
The program is delivered in three focused phases:
Diagnose
Clarify what type of advisory makes sense for your firm, assess confidence gaps, and align leadership. This ensures you aren’t entering into advisory prematurely.
Design
Define 1–3 advisory services with clear outcomes, pricing, delivery methods, and boundaries.
Deploy
Prepare advisors to have commercial conversations, clarify who sells, who delivers, and who supports and select the ‘right’ first clients.
OUTCOMES YOU CAN EXPECT
By the end of 90 days, your business will have:
1-3 clearly defined advisory services
Confidence in pricing and scope
Advisors ready to lead and engage in commercial conversations
A targeted list of advisory-ready clients
Advisory Readiness enables your team to experience the real confidence for selling and providing advisory services that’s built through intention, alignment, and behavior.
WHO THIS IS FOR
Advisory Readiness is for accounting firms that:
Want advisory as a real capability, not a checkbox
Are tired of tool-led promises
Value confidence, clarity and credibility
Testimonials
What Our Clients Say
"Panalitix provided valuable guidance during the creation of our accounting business. We saved a lot of time by not making common mistakes and created an even better company then we thought we could."
Matthias Van Damme
Founder FirebookWaarschoot, Belgium
"I've appreciated the support and new insights gained with Panalitix. From the campaigns that were sent automatically with great content to the one-on-one coaching with Mark Ferris, my knowledge and expertise have been greatly expanded. Regular accountability meetings and suggestions on new ways to approach client advising has been strategic and timely."
Julie Davis
CPA, J D and Company, Yorba Linda CA
"Working with Panalitix has meant the world to me. Today I work 260 hours less per year than I did 4 years ago. It's still a little bit more than full-time, but my lifestyle has completely changed while keeping "the numbers on my side" With two small children at home, time is even more precious than money to me now."
Jerry Fager
Ekonomibyrån AB, Sweden
WOW! What happened since I got you and the team involved? We had significant growth in our business advisory side of the business. Grown to 20% of the total income and the overall sales reached our target even though the sales from tax services declined year on year.
Francois Van Der Linde
Business Partner/ Sherley & Sherley Chartered Accountants Sydney, Australia
"We really found a trusted advisor 'down under' in Panalitix to challenge and develop our advisory business and team in the Nordics"
Markus Ödbring
Director,OWL, Sweden
"Mark Ferris, thank you for your continuing support of GTC Financial over the many years. To say thanks, we have donated a week of fuel to Australian Farmers affected by natural disasters which will allow them to concentrate on their business of feeding and clothing us all." Neville Hughes"
Neville Hughes
GTC Financial,Gladstone, Australia
Panalitix has opened my eyes to different ways of doing things. It's helped me to think and act as a business owner, not just an accountant.
Linda Hamilton
President / Linda A Hamilton CPA, LLC New York, USABuild confidence, define services and deliver results. Apply for Advisory Readiness now!
Click HERE to apply and see if your business is ready to build real advisory capability.
Frequently Asked Questions
What are accounting advisory services?
How long does it take to build advisory capability?
Do we need advisory software before joining this program?
Is this program suitable for smaller firms?
Will this help increase advisory revenue?
Request for Information on
Advisory Readiness
Apply for Advisory Readiness and see if your firm is ready for a transformation.
REAL RESULTS. REAL FIRMS.
See How Firms Like Yours Have Grown
Read our case studies to see the results accounting firms are achieving with Panalitix.
