See all
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.
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!
As the app ecosystem continues to grow, standardizing the app evaluation process is becoming vital for modern firms.
Galayev & Co advise some of the biggest names in business in the UK. These names include investors Nick Jenkins, Touker Suleyman, Tej Lalvani, Jenny Campbell from the hit TV show Dragons' Den. The firm are the first multi-family office for angel investors in the UK.
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.
If you’re looking to gain critical insights into where your business’s finances are headed, our cash flow forecasting best practices will help you do just that.
Business performance management (BPM) encompasses the methods and tools organisations need to monitor progress towards goals and continually improve.
Profitability analysis is an essential tool for businesses to evaluate their ability to generate a profit, providing insights into how various revenue streams and costs affect financial performance. Learn more with this comprehensive guide.
In this guide, we provide an easy-to-understand outline of cash flow analysis.
