Business Advisory Series

$ 597.00 excluding GST

A 13 week education series on honing
and developing your business
advisory knowledge.

Join Colin Dunn, Director and Co-founder of PANALITIX in a 90 day education series that will give you all of the guidance you need to move from compliance to reliance with your clients. A Chartered Accountant, Colin spent 10 years with a fast growing accounting firm in the United Kingdom, heading up a team that trained partners and managers in creating and delivering business advisory services to clients. He personally delivered planning sessions, monitoring services and profit improvement services to a range of business clients.

You will also receive:
– A more detailed article each week to accompany the video
– Unlimited access to Colin by email to answer your questions and provide guidance on client situations
– Colin will critique your first implementation plan for a client.

Buy product



A 13 week education series on honing and developing your business advisory knowledge.

The program consists of 13 videos, one a week from mid-January through mid-April.

The videos will cover in detail:
– How to add value to compliance work
– How to build a bridge from compliance to business advisory
– How to build your confidence levels so that you can offer new services with panache
– How to stay close to the numbers so that you are always in control
– How to master the language so that you get a predictable outcome
– The core stable of business advisory services that every firm should have
– The sort of client that is appropriate for business advisory
– How to push the delivery of business advisory down to the accountants and managers so that it is not partner dependent
– How to leverage technology to give you an edge
– How to price business advisory services
– How to create an implementation plan for business advisory services
– How to move from one project to the next with a client
– How to educate clients as to what you can do for them


There are no reviews yet.

Be the first to review “Business Advisory Series”

Your email address will not be published. Required fields are marked *

clear formPost comment