Make an impact: Practical tips for high value engagement



Top 100 accountant, founder, trainer, and consulting CPA, Geni Whitehouse, shows how she uses Fathom to meaningfully engage clients.  

One of the biggest challenges advisors face is feeling confident to start conversations with clients and ask the right questions to improve business performance.

Geni steps us through her proven process, tools, and approaches, including how she uses Fathom’s Goalseek tool in prospecting meetings.  

Geni’s expert tip: Use Fathom’s Goalseek to show your client’s important business levers onscreen and position services with prospective clients.

You can also download Geni’s ‘Strategies to Action’ spreadsheet: a collection of questions advisors can ask clients to help drive conversations around business performance.  

Learn how to

  • How Geni uses Fathom’s analysis tools to open up client conversations and visualise business levers easily onscreen
  • Geni's approach to delivering, positioning, and selling high value accounting services using Fathom’s Goalseek tool, including how to engage clients in prospecting meetings
  • Strategies and actions to help a client’s business performance using Geni’s exclusive ‘Strategies-to-Action' spreadsheet, a downloadable tool to help advisors

Product walk-through

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Calen takes you deeper into Fathom to showcase Geni's tips.

About your presenter
Geni Whitehouse

Geni Whitehouse, CPA.CITP, CSPM

Geni is an author and speaker who divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and leading the as President.  A keynote presenter and basset hound devotee, Geni believes there is magic in the numbers and is on a mission to unlock this magic so business owners can apply it to create the life of their dreams.

Geni writes, speaks, and tweets at She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. Geni is also a Level 5 Advisor and Coach at, teaching her fellow magicians how to apply the magic for the benefit of their clients.  Connect with Geni via LinkedIn.  


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