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Accountants and clients using PANALITIX

Awesome case study of the Accounting firm – MKS Harris. Great to see their clients being interviewed. The have been using PANALITIX to dramatically improve their relationship and effectiveness with their clients.


Cool Accountants – Roberts & Cowling

Outstanding Accounting firms

It’s hard to pick 7 award winners when you get 49 worthy submissions. Announced at our annual Accountants conference in front of 411 delegates in Bali were 5 outstanding Accounting firms who won the 7 awards. Here they are…

And the big one….

  • Accounting Business of the Year – Taggart & Partners. Congratulations to all the winners.

Best Client results - AFFE Best Place to work and Firm of the Year - Taggart Partners Client Service and Community Contribution - Bongiorno Group Innovation - Wealthfarm Rising Star - Clarity


Bali conference

We just finished the best conference I have ever organised in 20 years. We had 411 people attending for the 5 day program. It rocked and the feedback has been overwhelming. Already 300+ have signed up for next year. July 12-16 2015 again in Bali.

We had a total of 10 speakers on stage and one of the stand-out speakers was Warren Rustand. Very impressive individual who has been a massive success in 3 disciplines – Sport (NBA player), Politics (served 5 USA administrations) and business (started 18 companies, taken 6 public). He is also a devoted family man, gun golfer and an all round good bloke!

My personal highlight was that (with the proceeds from ticket sales) I was able to donate $30,000 to charity - The John Fawcett foundation. With the extra contributions we will be giving sight to approximately 100 children here in Bali.

More photo’s can be found on our company Facebook page.

Event room Gala Dinner Warren Rustand


The nominations are in

I just judged 49 entries in each of 7 categories for excellence in Accounting firms. The nominations were exceptional. Some arrived with balloons, there were videos, pages of text, facts & figures and awesome case studies. The 7 categories are

  1. Most innovative accounting firm
  2. Service excellence
  3. Best client results
  4. Best place to work
  5. Community contribution
  6. Rising star
  7. The Accounting firm of the year!

Very tough judging. There are 2 other judges to score as well. All will be revealed in front of 500 people @ our annual conference in Bali from July 13-17. Can’t wait.