PANALITIX LearningHUB

PANALITIX Accreditation Workshop

WHAT YOU WILL LEARN

Introduction and overview

  • What is happening in the accounting profession
  • Why accountants need to change
  • The importance of continual improvement in client service

Planning for business advisory services

  • Powerful conversations with clients
  • Small changes driving dramatic results

Different ways to use PANALITIX

  • Monitoring
  • Planning
  • Financial scenarios
  • Cash flow reporting

How to market business advisory services – internal

  • The opportunities in your existing client base
  • Creating a client service plan for your top clients
  • Your client case studies

How to market business advisory services – external

  • Positioning yourself as a business advisor
  • Key messaging to attract new clients.

WHO IS THIS PROGRAM FOR?

All Partners, Client Managers, up and coming stars and any ‘Partners in waiting’ will benefit from this workshop.

HOW YOU WILL BE ASSESSED

After completing the 17 videos, you will take an online exam to get you accredited

PREREQUISITE

Prior to taking the online workshop, please ensure that you are a subscriber to PANALITIX with a login to access the software. If you have not already become a subscriber to PANALITIX.