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]

The Accountant’s Strategic Planning Meeting: The Do’s and Don’ts

Many accountants set aside time to work ‘on their businesses’, develop strategic plans and pave the way for a successful year(s) ahead. This is good practice for ALL business leaders who are serious about achieving their goals.
Some strategy sessions yield amazing, game-changing results, while others are unproductive and a waste of time. What makes the difference? In this webinar, we’ll call on decades of experience in running and facilitating strategy meetings to uncover:


· Different kinds of strategy sessions and what you can expect to accomplish
· Crafting your agenda to get the best results
· Dealing with tricky, complex subjects
· Working on the partnership AND the business
· Injecting fresh ideas into your business
· Striking a balance between ‘work’ and ‘play’
· Factoring in the changing market for accountants
· Arriving at actionable plans… which get implemented


Whether you’re a sole practitioner or part of large, multi-partner practice you’ll discover best practices in strategic planning based on recent case studies, which can serve as a blueprint for your own business.

Our presenter is Panalitix Chairman Mark Ferris, who has lead his own businesses over many years, serves on numerous boards and advises accounting firms and their clients in North America, Euroe and Australia / New Zealand.

APAC Webinar
Wednesday, June 23, 2021
12:00 PM – 1:00 PM AEST

USA Webinar
Wednesday, June 23, 2021
1:00 PM – 2:00 PM PDT

UK / Europe
Wednesday, June 23, 2021
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.


REQUEST A DEMO

We’re happy for you to
try before you buy!