Panalitix programs are carefully tailored to support Accountants in their business-building journey

Mentoring Programs

Who’s this for?

Firms wanting to increase capacity and efficiency. (And improve lifestyle while reducing stress!)

Sample Curriculum
  • Process: optimize workflow, track productivity, checklists, pricing, SOW
  • Team: skills development, outsourcing, leadership
  • Automation: the tech stack
  • Clients: classification, communication
Who’s this for?

Firms who want top-line and/or bottom-line growth

Sample Curriculum
  • Marketing: lead generation, digital and content marketing
  • Sales: skills development, referral programs
  • Growth: by acquisition, etc.
Reducing Dependence
Who’s this for?

Owners / partners who want to reduce reliance on themselves

Sample Curriculum

Create a process to transition out of business functions, such as:

  • Admin
  • HR
  • Finance
  • Accounting work
  • Client management
  • Marketing
  • Sales
  • Leadership, etc.
Succession Planning
Who’s this for?

Owners starting the process of transitioning ownership

Sample Curriculum

Key steps in the planning process include:

  • Exploring options like management buy-outs, merger or acquisition
  • Understanding how to increase business value
  • Presenting the business for sale

Next Step: Panalitix takes on a limited number of carefully selected firms, especially those that are ambitious and are action-oriented.

Frequently Asked Questions

The format and curriculum are modified to meet the needs of participants. There is nothing ‘cookie-cutter’.
Both! We design mentoring programs around our Clients’ needs. Some Clients need to address very specific challenges in their firms, others can benefit more from a structured group curriculum.
We get like-minded firms together so they can learn from one another and build positive, productive relationships. Also, it's FUN! Getting to know other firms and sharing their journey is a rewarding exercise. The hard work of building a business also means celebrating successes.
Most programs combine in-person meetings and ‘virtual’ meetings.
Participants get access to all Panalitix tools and content as well as a dedicated, experienced mentor.
Our mentoring programs are designed and delivered by people who have built multimillion dollar businesses. Panalitix mentors apply their knowledge, perspective and experience so you can take action and avoid wasting time on ‘trial and error’. We may refer to tried-and-tested business theory… but implementation brings our Clients the success they crave.
Mentees are expected to prepare and participate actively. Goals are set and key metrics are tracked to ensure progress is made. The more you put in, the more you'll get out.
Most programs can involve your extended teams, thereby building broad capabilities at the firm and enabling delegation.
Panalitix programs are suited to those who are ambitious, want more out of their business and who will dedicate the time required to improve. A positive attitude is essential.
Programs run for 12 months, but some projects can be accomplished in 30, 90 or 180 days. We will determine together what will work best for your specific goals and circumstances.

Still have questions?

Are you ready to build your accounting business for success? Panalitix has everything you need start working smarter! Talk to us today!