Panalitix monthly webinars

These complimentary monthly webinars from Panalitix focus on firm and business development. They are offered once per month and are free to OSCPA members!

Looking for more strategies to grow your business and increase profitability? Watch this space for more information about the Panalitix in-person seminar coming this fall:  Effective Ways to Improve Business Performance and Profitability (4 hours - morning) [NT] - NEW!

August 2018 Webinar

Aug 2018 Panalitix


How to Build an Efficient Workflow Process

Presented by: Sia Kal, Vice President, Business Strategy @ PANALITIX

Wednesday, August 22, 2018 @ 12:00 PM - 1:00 PM PST

Fee: Complimentary | CPE: 1-hour [NT] issued by Panalitix

What is causing bottlenecks in your business? Is it you, your team, or your clients?  Whatever the cause may be, this webinar is designed to teach you how to remove these bottlenecks.  
Join us for a complimentary webinar (1-hour) to learn how to optimize the four main components of a workflow process in order to remove bottlenecks and improve your business performance.

Key Takeaways Include:

  • Set proper expectations to increase client cooperation and satisfaction
  • Create effective proposals and engagement letters to foster better client relationships
  • Properly prepare your team for production and delivery of the work  
  • Eliminate unnecessary delays in your workflow process

Regardless if you’re looking to implement a new system or improve your current workflow, understanding these key takeaways will help you deliver high-quality service to your clients, resulting in increased capacity to generate more revenue.

Previous Webinar Topics

July 2018 Webinar: Achieving full profit potential with existing clients

Existing clients are a key segment to target when capitalizing on opportunities that provide high returns in a short amount of time. Uncover missed opportunities and grow yours and your clients’ businesses.

June 2018 Webinar: Building your legacy – Redesign your business life

Succession is planning for the lifelong journey of your business. Although, this process is often forgotten or considered too late. The importance of creating a strong exit strategy is key to the future success of your business, even after you’ve left.

May 2018 Webinar: How to create a work environment conducive for productivity and success

Many factors play a role in creating strong team engagement. Work environment is one that’s often not a main focus for many firms. A positive workplace fosters the growth, productivity and success of any organization.

April 2018 Webinar: Expanding your services beyond compliance

Developing a strong, leveraged product portfolio all starts with what you know. Assess your current services, then ask yourself what else are you knowledgeable on. By building on the compliance and baseline services you offer, you can provide more opportunities to your clients.