Learning For Success in 2022


Learning For Success
in 2022




What would you like to learn in 2022? 

We’re not talking about your Continuing Professional Education (CPE) obligations. We’re talking about what would really BENEFIT you. What you would ENJOY. What you would most VALUE in terms of education.

Panalitix has been reorganizing our huge volume of learning content into COURSES which are:

  • Short, Sharp, and Action-Oriented… since your time is limited 
  • Tailored to Accountants… because some needs are unique
  • Developed by Experts who have worked with Accountants for years
  • Approved by Accountants. We’ve tested them out in ‘live’ environments

Each person has different areas of interest but here are some popular course themes:

For those looking to offer Advisory Products, sample courses include:

  • Launching, Selling, and Delivering CFO services
  • Finding Advisory Opportunities in Compliance Work
  • Pricing Based on Value
  • Launching Estate Planning Services
  • Learning the “Language of Business” to build Credibility with Clients
  • Launching Profit Improvement Services

For others, challenges and opportunities are linked to team development and organizational planning. We have courses on:

  • Designing your Organization for Success
  • Hiring Processes to Attract Stellar Employees
  • On-boarding Employees for Quick Impact
  • Developing the Skills that Matter in an Accounting Business
  • Compensation Planning for Accountants

Perhaps your area of interest is improved Client Management. We offer effective courses on:

  • Workflow Processes to Increase Capacity and Delight Clients
  • Implementing First-Class Client Communication and Service Standards
  • Finding Opportunities in Existing Client Files
  • Client Classification to Improve Efficiency… and Have More Fun!

Many of our clients are growth-minded accountants and want to develop marketing, sales, and business development skills. Popular courses include:

  • Branding an Accounting Business so Target Clients Seek you Out
  • Formulating your Marketing Plan
  • Digital Marketing Strategies for Accountants
  • Building your Sales Playbook for Success
  • Sales Training for Accountants

Accountants thinking longer-term may prioritize building stronger business foundations. Relevant courses include:

  • Strategic Planning for Accountants 
  • Goals-Setting and Planning to Drive Success
  • Succession Planning for Accountants
  • Doubling the Value of your Accounting Business
  • Setting Targets and Metrics to Drive Success

This is a small selection of our courses, each of which comprises multiple videos, supporting workbooks, assessments, quizzes, and exercises. You can learn at your own pace and you have access to Panalitix experts to guide you as appropriate. 

We are investing in our own professional development and we encourage Accountants to do this also. Get in touch if you’d like to explore some of these course opportunities. The investment is small but the value potential is extraordinary!


Mark Ferris

Mark Ferris is an entrepreneur who has founded, built and 'exited' numerous businesses realizing success for shareholders, employees, customers and acquirers. He has a particular interest in software, solutions and service businesses and frequently writes on related topics.

PANALITIX provides software, content and advisory solutions to empower accounting businesses. Learn more by clicking the box below.