Patrick Ball is a CPA and Senior Manager at US accounting firm, Aprio. Patrick’s team use Fathom to deliver financial insights and monthly reports to hundreds of clients nationally.
Whether you’re scaling reports for 5 clients or 100 hundred clients, Patrick shares valuable practical tips, learnings, and key processes for setting up standardised processes, improving efficiency, and setting up good foundations.
Patrick shows Aprio’s standard client report on screen and explains how they’ve tailored their report template to create better impact for the clients they serve.
We also find out how he has brought his team along on the implementation journey.
A Top 100 Firm (Accounting Today, INSIDE Public Accounting), Aprio is the fastest growing accountancy firm in the US per Accounting Today. Aprio is a premier, full-service business advisory and certified public accounting firm.
BONUS: Watch Fathom’s Product Education Manager, Calen, expand on Patrick’s tips for implementing Fathom's report scaling features. See below.
Calen takes you deeper into Fathom to showcase Patrick’s processes. Calen’s tip: Once you've set up a client or company in Fathom, you can quickly set up additional companies by copying over custom KPIs.
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