Content

CONTENT

WORLD-CLASS CONTENT TO HELP YOU
ON
BECOME AN EXPERT BUSINESS ADVISOR

 

CONTENT

It’s one thing to learn how to engage clients in business advisory by using software. But what do you do when the client says yes? This is where many accountants struggle. With Panalitix’s content, you can proceed with confidence.
Our content is organized into five key business areas.

ATTRACT
CLIENTS
MANAGE
CLIENTS
DEVELOP
TEAMS
OPTIMIZE
PROCESSES
DEVELOP
PRODUCTS

CONTENT TO TAKE YOUR ADVISORY
TO THE NEXT LEVEL


Access Panalitix’s content in various different ways:

From embedded links in Panalitix’s software solutions to show you and your client what to do next
To support solutions identified by Panalitix’s diagnostic tools
As stand-alone modules for education or training purposes
As courses designed to improve the advisory skills of all accountants in your firm.

 

Our content is housed within the LearningHub and comprises a range of elements to support each potential business advisory project uncovered by a client interaction.

 

BEST PRACTICES

Never be short of an idea when you are in a meeting with a client. Whether the client needs help attracting clients, managing clients, developing team, optimizing processes or developing product, access best practice ideas that you can share either in the moment or embedded in a report.

DIAGNOSTICS

Once you have identified an area of improvement with a client, have them take a diagnostic on that specific area. A diagnostic is a deep dive that enables the client to self assess how strong or weak their business is. This provides critical focus on where to focus to gain early yardage as you work with the client to implement change.

OTHER SUPPORTING CONTENT

In LearningHub you will find a variety of other content to help you advise clients and train your team to become better advisors. This includes:

Workshops
Methodologies
Templates
Checklists
Articles
Video-based training

BEST PRACTICES

Access best practices for a range of different business advisory projects

DIAGNOSTICS

Have clients complete diagnostics to go deep in areas flagged for improvement

WORKSHOPS

Facilitate workshops with clients to help them move projects forward

VIDEO TRAINING

Develop your team’s advisory skills by accessing online training courses

HOW WE’VE HELPED

Panalitix has given us specific ideas about how we could work smarter and more efficiently, rather than being reactive to our clients’ needs and demands

Tom Neff

We’ve grown 20% every year in revenue since we joined Panalitix. We now know what we’re doing and how to do it.

Dominic Papaluca

Using Panalitix's tools and strategies we've helped small-to-medium-sized businesses thrive by delivering the highest degree of service excellence. 98% of our clients now come from referrals

Paul Siderovski

Our transition to business advisors using Panalitix's tools and learning has benefited our clients and our business. Rather than benchmarking transactional work, we now add value to our clients' future success.

Troy Townley

Panalitix has opened my eyes to different ways of doing things. It’s helped me to think and act as a business owner and not just an accountant.

Linda Hamilton

We’re building our business under the guidance of Panalitix and it’s really changed our mindset. It’s definitely had an impact on our bottom line

Jason Olszewski

Panalitix can help you identify and execute a plan to grow your accountancy practice in a way that no one else has done

Brian Perkis

For professionals who want to achieve more but need support and that tap on the shoulder, Panalitix is absolutely amazing. Their intervention will change your business

Melissa Austin

OTHER WAYS WE HELP YOU SUCCEED

Panalitix offers different ways for you to benefit from our expertise including intuitive technology solutions, a vibrant membership program, professional advice and coaching for strategic delivery.


COACHING


ADVISORY


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