Big impacts for small business: Helping clients crack the code



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:  

  • Helping clients interpret their financial information to make decisions.  
  • Giving clients access to their real time financial information to help plan what’s next.
  • Collaborating with clients on their personalised reporting needs.  

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:  

  1. Collaboration is key.  
  1. You cannot do everything at once.  
  1. The perfectionist culture of accounting is often a hindrance.

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.  

In this video you'll learn

  • Little Fish Accounting’s client communication: cadence and tools (including explainer videos and Fathom’s interactive analysis tools).
  • How Keila customises and personalise management
  • Little Fish Accounting’s three-tiered service offering.

Product walk-through

Dive deeper into 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.

About your presenter
Keila Hill-Trawick

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.  


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