Business Foundations

Vision, strategy, goals and plans provide the platform on which your business can succeed.

Panalitix content, software and mentoring solutions help Accountants to implement best practices into their businesses to build strong Business Foundations.


Set and communicate your vision.


Determine the best strategy for your business.

Goals and Plans

Set goals that bring out the best in you and your team. Make a plan to achieve those goals.

Targets and Measurement

Establish what you need to measure to ensure you stay on track and constantly improve.


Work with experienced mentors who have established, grown and exited from successful businesses in and out of the accounting industry.

Mentoring programs help define your vision and provide the direction so you can execute on that vision. This may mean growing by acquisition, selling the business, building leadership teams or developing a growth strategy. In all cases, we help you implement, track success and constantly improve.

Mentoring programs are customized to the needs of your firm, may involve multiple accounting businesses in group activities, or are provided on a one-to-one basis. Our programs support accounting business leaders, administrators, marketers, business developers and any other position in an accounting business.


Panalitix offers a powerful knowledge base to educate, create accountability, and connect you with like-minded Accountants.

Our content is designed to support all learners and includes courses, videos, text, guides, assessments, exercises, quizzes, webinars and more.

Use this knowledge to establish strong business foundations including: vision, strategy, goals, plans and metrics.


Panalitix software supports Accountants in setting goals, strategies and plans for their business.

Growth Equation

Grow advisory capabilities in your firm and help clients focus on what they need to do to improve revenue profit and business value.


Define business goals, assess strengths and weaknesses, then forecast, plan and track a path to improvement.

Still have questions?

Are you ready to build your accounting business for success? Panalitix has everything you need start working smarter! Talk to us today!