Resource centre

Tyler Caskey CA, Partner at TheBeanCounters, delivers a masterclass in how to automate consolidated reporting and produce a report in under 10 minutes.

Ryan Lazanis, CPA and CEO of Future Firm, unpacks his proven 5-step process for scaling advisory services and building a profitable firm that balances the firm owner’s goals with clients’ needs.

Learn how to optimise Fathom for advisory services with Tori van der Donk, CA, founding partner of award-winning firm, Aegis.

Learn how to plan for business events and understand how you can use Forecasting to run best-case/worst-case scenarios.

Learn how Forecasting gives you the tools to make informed business decisions, helps you understand your current and future cash position and plan for different scenarios.

Discover how Fathom's Consolidation feature saves you time and improves data accuracy through the smart use of automation.

Explore how movements in the financials are simply the result of actions taken, and how you can understand the narrative around that.

Help clients understand which advisory services are valuable to them, and work out how much they're prepared to pay.

This guide will help you create plans to navigate your business through leaner months, control costs and explore scenarios.

Management accounts prepared for a technology or SaaS company, includes a summary of key metrics and results, breakeven analysis, and a cash flow forecast.

A franchise benchmark report prepared by an advisory firm. Compares and benchmarks performance against other franchise locations.

A management report for a digital creative agency. This reports contains key financial metrics, client analysis, project performance, cash flow and cash flow forecast.

Learn how to quickly create and share compelling Fathom reports, enabling stakeholders to make informed financial decisions.

Understand how Fathom’s dynamic forecasting tool helps you maintain an up-to-date and comprehensive forecast so you can make better financial decisions.

Discover how Fathom’s Analysis tools enable you to better understand a business’s financial standing, interact and investigate your financial results, and meet future performance goals.