Deliver engaging advisory services with Fathom

29

Mins

Overview

Learn how to engage your clients and help them to understand their numbers. We introduce you to Fathom’s dynamic visual analysis, custom reporting and cash flow forecasting.

In this webinar you'll learn

What a high-level view of the full Fathom product looks like
How each of the features work together seamlessly as a complete business advisory toolkit
About the features of Fathom, from KPI dashboards to automated reports, consolidations, benchmarks, and forecasting.

About your presenter

James is passionate about helping businesses transform by implementing SaaS solutions to make better business decisions. James assists accountants to deliver scalable reporting and advisory services to their clients, providing these clients with clarity and confidence to make decisions into the future. In his spare time, you’ll find James playing snooker, golf, or shooting hoops.

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Ask an Expert: Live with Jason Blumer

Jason Blumer shares practical insights on how advisory firms can scale when client demand grows faster than team capacity.

Deliver engaging advisory services with Fathom

29

Mins

Overview

Learn how to engage your clients and help them to understand their numbers. We introduce you to Fathom’s dynamic visual analysis, custom reporting and cash flow forecasting.

In this webinar you’ll learn

What a high-level view of the full Fathom product looks like
How each of the features work together seamlessly as a complete business advisory toolkit
About the features of Fathom, from KPI dashboards to automated reports, consolidations, benchmarks, and forecasting.

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About your presenter

James is passionate about helping businesses transform by implementing SaaS solutions to make better business decisions. James assists accountants to deliver scalable reporting and advisory services to their clients, providing these clients with clarity and confidence to make decisions into the future. In his spare time, you’ll find James playing snooker, golf, or shooting hoops.

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