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Enhancingyourpractice fathom

ENHANCING YOUR PRACTICE THROUGH ADVISORY SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 3, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Everyone in the accounting profession is talking about becoming a trusted advisor, but how do you get started? Maybe you have taken the first steps towards offering advisory services, but you need to learn more about how tools like Fathom can fit into your firm's client offerings. As you adopt cloud solutions, it's important to learn how to leverage them in order to take your firm to the next level.

Join us for a session on tapping into the value and revenue potential of Advisory Services, and learn more about future proofing your practice by offering Fathom and Xero to deliver robust client advisory services. We will discussing what you can be doing to move your firm forward, and demonstrating the ways in which successful Business Advisors are using the applications to serve their clients.

Learning Objectives

  • Learn about the tools and mentality critical to successful advisors.

  • Understand how Fathom + Xero can work together dynamically to drive data understanding and analytics in the cloud.

  • Develop knowledge of the value added potential of advisory services.

  • Identify next steps to take your practice from transactional work to interactive relationships with your client.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Madeline Reeves (OLD)

Fathom
Director of Business Development
[email protected]
(206) 355-0178

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As the Director of Business Development at Fathom, Madeline is working to lead and grow the company’s presence and partnerships with the United States. This includes working closely with strategic industry partners, as well as helping accountant and advisor partners onboard with the Fathom platform. Madeline also engages within the industry at large through webinars and speaking events representing for the company, and works diligently to grow the Fathom team to support our rapid expansion in the US Market.

About Our Presenter

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Fathom is an advanced analysis, reporting, and forecasting platform that syncs with your clients' financial data and brings it to life. Fathom is a toolkit for advisors - helping you to assess business performance, monitor trends, identify improvement opportunities, and plan for the future of your clients' business. We're thrilled to be introducing Fathom's new cash flow forecasting capability, a simple yet powerful reinvention of traditional three-way forecasting tools, which is now available within all Fathom accounts. Fathom also helps you easily consolidate and compare multiple organizations, making it an ideal tool for accountants and advisors, as well as franchise groups and multi-entity companies.
Creating custom reports and dashboards - and now forecasts - has never been easier.