Keila Hill-Trawick, CPA, MBA, is the founder of US firm, Little Fish Accounting, and a member of Intuit’s Partner Council.
Little Fish Accounting is passionate about making accounting information accessible and understandable to their clients – cracking the code!
Keila’s team is making a big impact on business performance by:
We talk through her firm’s three service tiers and how they use Fathom to provide budgets, forecasts, proactive advisory, and KPIs.
Keila’s three top tips:
Keila shares a client report onscreen and talks through how easy it is to customise their management reports.
Watch the 10-minute product video (below) to see Keila’s tips in action in Fathom.
Calen shows you how to craft your first management report in Fathom. She gives tips on how many KPIs to start with and how to begin building out your advisory services while remaining scalable.
Keila Hill-Trawick knows what it’s like to drop a steady job for a small business dream. After holding senior-level accounting and finance positions at corporations and government entities, Keila started Little Fish Accounting to help small businesses make a big impact.
Little Fish Accounting is a premier advisory firm for thriving entrepreneurs with established small businesses who are ready to invest in their financial management to support sustainable growth.
Keila is a member of Intuit’s Partner Council and host of the Fish Food podcast. Connect with Keila on LinkedIn.
%20(1).png)
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
