What if your clients were more loyal (increased retention) and paid more fees (increased revenue) for more valuable work (increased profit)? Simply put, the value of your business would grow, and you would be less reliant on attracting new clients through marketing and sales.

Sounds easy, but accountants find it challenging. Panalitix is working with accounting firms that are embracing this challenge and succeeding.

This webinar is suited to accountants who want to offer more to clients and get better rewards. We’ll look at best practices you can quickly implement to drive results in client retention, revenue, and profit.

Learning Objectives:

• Define new "products" that clients will purchase


• Determine how to target the clients who will benefit from these products


• Recall how to build credibility and confidently propose new work to clients


• Determine how to systematize this process, so it becomes "business as usual" for your firm