Resources

RESOURCES

PANALITIX’S POWERFUL
COLLECTION OF
RESOURCES WILL
HELP YOU
ACHIEVE
YOUR BUSINESS GOALS

 

ARTICLES

Read and share articles written by experts.

STAAACS –
Super Talented Accountants Accomplished at Advising Clients under Stress

 

Using Case Studies
to
Generate Advisory Leads

 

STAMA –
Super Talented Accountants
Marketing with Aplomb!

 

Real Advisors
Don’t ‘Complete Tasks’…
They Provide Guidance

 

STABS –
Super Talented Accountants
who are Brilliant at Sales!

 

Stay Close to the Numbers
to Help Your Clients Create
Plans That Make Sense

 

WEBINARS

Monthly educational webinars on business strategies and how-to methodologies.

UPCOMING WEBINARS

[WEBINAR]

Business Proposals:
Driving Sales and Setting the Tone for Client Relationships

Accountants are increasingly recognizing the importance of business proposals, both for new prospects and for strengthening relationships with their long-term clients. And yet, many situations remain where accountants:

  • complete work for a client BEFORE they’ve agreed to the Terms of Engagement
  • do more work than was initially agreed (‘scope creep’), with or without additional fees
  • wait an unreasonably long time to get paid for completed work
  • lose business because it takes too long to generate proposals or because of poor quality proposals
  • lose business because they haven’t clearly described the business proposition and Return on Investment

In this webinar, we’ll describe simple steps to improve the speed and quality of proposal generation – to ensure quick sign-off and the best payment terms. We’ll show examples of accounting businesses raising the profile of proposals and Engagement Letters so they become central to growth strategy, as opposed to ‘necessary compliance documents’.

This webinar is suited to business leaders looking to improve sales and client management processes along with profit and cash flow.

Our presenter, Panalitix CEO Mark Ferris, works closely with accounting businesses in North America, Europe and Australasia on a range of subjects including lead generation and sales. As an entrepreneur, he has founded, grown and exited solutions businesses in a variety of industries and has led their business development activities.

APAC Webinar
Wednesday, March 24, 2020
12:00 PM – 1:00 PM AEST

USA Webinar
Wednesday, March 24, 2020
1:00 PM – 2:00 PM PDT

UK / Europe

Wednesday, March 24, 2020
8:00 PM – 9:00 PM GMT

ASSESSMENT TOOLS

BUSINESS PERFORMANCE REVIEW

Assess the current situation of your
business against its potential.

INSTANT BENCHMARK TEST

Find out how your business areas
score against best practice.


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