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.
CONTENT TO TAKE YOUR ADVISORY
TO THE NEXT LEVEL
Access Panalitix’s content in various different ways:
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:
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
