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We interview Sean Hackemann from SEM Web Accountants about how they use the time saved with Fathom to win new business.
Engaging performance dashboards will capture an audience and communicate the story within the numbers, learn what should you include in dashboards and why.
Understand how you can add a pre-screening questionnaire to better qualify clients for your advisory firm. Here are 13 questions you should ask & why.
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.
