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Building the Value of Your Client Base: Retention, Revenue & Profit
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 to:
• Define new ‘products’, which clients will buy
• Target the clients who will benefit from these products
• Build credibility and confidently propose new work to clients
• Systematize this so it becomes ‘business as usual’

Panalitix is working with accounting firms who 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.

The webinar will be presented by Panalitix CEO Mark Ferris, who has a track record of establishing, building and exiting solutions businesses. He also works closely with accounting firms on a range of subjects including Product Development, Succession Planning, Strategy and Client Management.

Apr 22, 2021 01:00 PM in Pacific Time (US and Canada)

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Mark Ferris
CHAIRMAN & CEO @Panalitix
The webinar will be presented by Panalitix CEO Mark Ferris who has built businesses offering solutions to major multinational companies. He enjoys working with dynamic accounting businesses in multiple countries as they evolve and grow.