Insights into accounting and advisory firms in the US

November 1, 2016

Darren Root is the Chief Executive Officer of Rootworks, a leading provider of expertise for small firms in the United States. 

This six-part series features candid conversations between Darren Root and Fathom's Director of Business Development Madeline Reeves.

Episode 1: Key Changes in the Accounting Profession

We kick off by talking about trends we're seeing in the accounting industry, particularly within the United States.

“If I go by the ‘80/20 rule,’ manually pulling reports is not a good use of my time. Fathom makes it super clean and I love the integration with QBO,” Jason said.

"Everything is moving to the cloud. That's not debatable anymore."


Episode 2: The Biggest Obstacles Firms Face

Following on from last week's Key Changes in the Accounting Profession, today we discuss the biggest obstacles firms face in the accounting industry.

"How your firm can get set for success."


Episode 3: App Selection Considerations

In this episode, we hear about the importance of app selection considerations for your business.

"Deeper dive into selecting the right apps to support firms: accountant-friendly, connected and in the cloud."


Episode 4: How Fathom Fits in a Firm

Clients are beginning to want to see more than just traditional financial statements from their accountants. Darren and Madeline discuss how Fathom can add value to a firm's services.


Episode 5: What Sets Fathom Apart?

This episode uncovers the unique features that differentiate Fathom in the accounting industry, as well as the value placed on client-advisor relationships.

Fathom was designed for advisors, with a focus on outputs for clients.


Episode 6: How do Firms Get Started?

In this final instalment, Madeline Reeves and Darren Root discuss how firms should get started with new software solutions.

The Next Step

Solidify Your Relationships with the Right Solutions and the Right Client Experience

Darren Root has penned an article specifically for Fathom readers: The Big Brands are Coming…for Your Clients.

Independent accounting firms pride themselves on creating and maintaining personal relationships with their clients. However, national businesses are beginning to adapt to this approach.

The rise in online accountant services taking their place also takes away geographic boundaries, which can also challenge smaller accounting firms.

So the the question becomes:

"Do we change or do we wither?"

By establishing a strong client-advisor relationship your firm will have a sense of security from big box brands. Consider the question, "Am I offering clients the right tools and a meaningful experience that will keep them loyal to my firm?"

"Fathom allows us to put the power of big business analytics into the hands of our small business clients, which means we can give them a client experience that feels like a million bucks."

Fathom supports the change from transactional accountant to trusted advisor and gives you the right tools to make this change. Through differentiation and a strong client-advisor relationship you can transform the way you run your business using meaningful, insightful and engaging reports.

Read Darren Root's article The Big Brands are Coming…for Your Clients.

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