Create powerful Accounting Pricing Packages
Client Optimization
More Profit. Better Capacity. Clearer Focus.
Turn Client insight into actionable results with a structured decision-and-execution program built for accounting firms.
Program
Summary
Client Optimization is a 90-day program that helps firms increase profitability, streamline capacity, and sharpen client focus by turning data and insight into confident decisions and effective execution. It also enables the creation of accounting pricing packages that speak to a client base you truly understand.
The Problem
Many firms recognize that parts of their Client base are unprofitable, inconsistent in service, or misaligned with strategic goals, but lack the data, framework and support to act decisively. Outdated accounting pricing packages add to this challenge.
Most firms struggle because:
Insight often doesn’t translate into action
Adjusting pricing feels risky
Teams are unclear on priorities or how to communicate changes
How It Works
Client Optimization guides firms through three core stages to provide a structured framework for evaluating and resetting accounting pricing packages.
Diagnose
Understand where clarity is needed by classifying Clients objectively, revealing pricing misalignment and underpriced Clients.
Decide
Turn classification into confident decisions about disengaging Clients, pricing package redesign, rescoping and/or expanding services, servicing Clients more efficiently, and growth actions.
Act
Implement new accounting pricing packages, Client transitions and service adjustments with professionalism.
OUTCOMES YOU CAN EXPECT
By the end of 90 days, your business will have:
A clearly classified and strategic Client base
Confidence making difficult decisions
Aligned team understanding of Client strategy
Refined, growth-focused accounting pricing packages
Professional language and scripts for Client conversations
Improved profitability, capacity and Client focus
WHO THIS IS FOR
Firms that:
Want action, not just insight
Are ready to tackle pricing and Client alignment
Value professionalism and strategic prioritization
Seek a calmer, more confident leadership team
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 Profit, Focus, and Capacity with Confidence
Click HERE to apply and see if your firm is ready to Optimize your Client Base!
Frequently Asked Questions
What are accounting pricing packages?
Why should accounting firms review their pricing packages?
How do you restructure accounting pricing packages without losing clients?
How often should accounting firms review their Client portfolio and pricing?
What is the biggest mistake firms make with pricing?
Can packaging services increase profitability?
Does this program help with dismissing unprofitable Clients?
Is this suitable for smaller firms?
Request for Information on
Client Optimization
Apply for Client Optimization 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.
