Sign up now for the PANALITIX Accreditation Workshop (PAW) Online
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
- 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 SHOULD ATTEND
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
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, book a demo here or sign up for a free trial.