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Essential Customer, Financial and Project KPIs which can be used by creative agencies, marketing agencies, and advertising agencies.
Understand what an advisory meeting is and how you can use Fathom's analysis tools and interface to deliver valuable advisory meetings to your clients.
Having an efficient month-end close is critical for offering advisory services as it ensures you’re gathering quality data in near real-time. Learn more!
In early March, Fathom's Director of Business Development in the UK, Andrew Jordon caught up with XU Mag to discuss how Fathom can be used to improve the relationships between advisors and their clients.
We recently caught up with Jeremy Allen, founder and CEO of System Six, a strategic bookkeeping service helping high performance entrepreneurs achieve their business goals.
Advivo is passionate about assisting business owners with growth through sound financial management, cost certainty and monthly fee instalments allowing clients to smooth their cash flow. Fathom is considered an integral part of their solution.
A six-part mini-series providing insights from Darren Root of Rootworks into the current state of small accounting and advisory firms in the US.
Brailsford's belief was that lots of small gains would lead to a significant overall performance improvement. This same philosophy can be applied to any business and the Goalseek tool in Fathom helps to identify the strategies to achieve these gains.