Helping businesses realize their full potential.
San Diego, CA
Joined September 2010
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We got together with 6 firms which have experienced considerable growth in the past 12 months. Our goal was to understand their top three best practices in sales. We summarised their ideas so they can be implemented in other Accounting Businesses.
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10. Are business decisions being made boldly and decisively?
A strategic advisor helps Clients analyze information and arrive quickly at critical decisions, even in challenging conditions.
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An Accounting business in Arizona noticed they were losing Clients. Some Clients had expressed dissatisfaction.
Recognizing the importance of client retention, the Managing Partner got the team together to create the following four-point plan.
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What are the main skill-sets required in an Accounting business?
Yes, accounting skills are important… but #InterpersonalSkills and #ManagerialSkills are also critical.
Take a fresh look at building an Accounting business by watching this video:
youtu.be/-ymsUnRv97M
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Accountants can #specialize their businesses in a number of ways. A recent look at Panalitix clients reveals:
- some specialize but stay close to accounting
- some choose adjacent or related services and
- some target a specific industry
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Delighting your clients leads to client retention, up-selling opportunities and referrals. In this video, Accountant, business coach and Panalitix founder Colin Dunn gives insight on how to implement #ServiceStandards in your firm.
bit.ly/3KlYZ2U
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In a recent Panalitix Poll of accounting businesses, over 50% said they need to be clearer on how employee success is defined. (See data below). #KeyPerformanceIndicators (#KPIs) provide direction and help define success.
Here are 7 ways to improve in this area:
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Are you generating the most effective, memorable #SalesProposals which give you the best chance of closing deals?
Do your Sales Proposals follow Best Practices?
Take our SHORT quiz to find out! And we’ll let you know how you did.
forms.gle/HEo3kY2mrWcihhFd9
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