CASE STUDIES

CASE STUDIES

WHATEVER YOUR VISION, PANALITIX IS HERE TO HELP

We’ve worked with thousands of accountancy businesses around the world to achieve their ambitions. Deploying leading edge technology, professional advice and a wealth of educational content, we’re supporting enterprises like yours to succeed.

POSITIVE IMPACT

Improving lifestyles and morale in a New Jersey, USA accountancy business

OUR CLIENT’S GOAL

Clearer growth focus on external, strategic objectives

WE HELPED OUR CLIENT

Learn from our membership program
Reconfigure its team
Reorganize processes
Prioritize task responsibilities

OUR CLIENT HAS

Reduced working hours
Optimized task efficiencies
Improved team morale

EXCEEDING… SUCCEEDING

Transforming the future of a 13 strong accountancy business in Ripon CA, USA

OUR CLIENT’S GOAL

Grow revenue by 50% across one year

WE HELPED OUR CLIENT

Complete a strategy plan
Develop a task-assigned workflow process
Deploy a client opportunity evaluation system
Introduce upfront pricing
Implement digital marketing and live events

OUR CLIENT HAS

Doubled revenue in 18 months
Doubled profits before partner salary
Boosted referrals & leads
Improved efficiencies

STRATEGY  SECURES GROWTH

Facilitating actions, strategy and vision for a three-office Australian accountancy business

OUR CLIENT’S GOAL

Develop a strategic plan aligned to its vision

WE HELPED OUR CLIENT

Stage partner-level strategic planning
Identify key goals
Refine core strategies
Agree actions
Form a project implementation plan

OUR CLIENT HAS…

Boosted profitability by 25%
Freed up partner capacity
Increased focus on revenue growth initiatives
Confirmed a common vision
Unified around a long-term direction

DELIVERING DIVERSIFICATION

Shaping and implementing diversification for an Australian-wide compliance services provider

OUR CLIENT’S GOAL

Introduce advisory services alongside existing offer

WE HELPED OUR CLIENT

Establish a team to focus on new product development
Workshop strategic priorities
Set targets, formulate plans and evaluate options
Implement product program deliverable in-house

OUR CLIENT HAS

Launched advisory solutions products
Introduced lead generation and conversion measures
Achieved increasing sales to boost revenue
Secured a broader product platform for future growth

HOLISTIC APPROACH  TO BUILDING SALES

Creating the right structure to improve sales for a UK accountancy business

OUR CLIENT’S GOAL

Increase monthly revenue by 11%

WE HELPED OUR CLIENT

Refine its service offer
Enhance its workflow processes
Improve its sales method
Learn from our coach
Benefit from our LearningHub content

OUR CLIENT HAS…

Increased their monthly recurring revenue by 11%

Increased their average hourly rate by 29%

HOW WE’VE HELPED

Random Posts

  • “Our transition to business advisors using Panalitix’s tools and learning from the member community has benefited our clients and our business. Rather than benchmarking transactional work, we now add value to our clients’ future success.”
    Troy Townley, Partner
    HTA Advisory – Melbourne, Australia

HOW WE HELP YOU SUCCEED

Panalitix offers different ways for you to benefit from our expertise including intuitive technology solutions, a vibrant membership program, professional advice and coaching for strategic delivery.

SOFTWARE

Make better
data-driven decisions
and implement change

CONTENT

Execute specific
business projects to
drive change

SERVICES

Execute specific
business projects
to drive change


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