In this Expert Series episode, Brad and Meredith Ebenhoeh share the strategies,mindset shifts, and lessons learned from building Accountfully into a modern accounting powerhouse, now part of BELAY.
Discover how they leveraged technology, culture, and client engagement to scale sustainably—and see how they use Fathom to turn financial data into clear, actionable insights during real client meetings.
This session is packed with practical insights for accountants and advisors who want to grow their practice and deliver more value to clients. You’ll learn how to:
Earn CPD credit while learning from industry leaders in the US, UK, and Australia.
Brad and Meredith walk through their monthly client review process using Fathom’s:
These tools turn complex numbers into visual stories that spark meaningful conversations with clients.
Brad and Meredith Ebenhoeh are the dynamic duo behind Accountfully—the modern outsourced accounting firm that grew from a two-person startup into a 70+strong team before joining BELAY. Their story is one of courage, adaptability, and a relentless focus on quality.
Brad,a CPA turned entrepreneur, led the charge on strategy and growth, embracing cloud technology early and helping clients turn complex numbers into clear,actionable insights. Meredith, also a CPA, built the operational backbone—creating scalable systems and a culture where people thrive. Together,they proved that you can grow fast without losing what matters most: trust, flexibility, and human connection.
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