Got a question?
There's a framework for that.
Search by keyword, or pick a question type below to find the right framework.
Blog

What's new and what's next at Fathom: your Product Update recap
Catch up on Fathom's biggest 2026 releases and get a first look at what's coming next, from our Head of Product, Luke.
Blog

Fathom vs Joiin: Which Software Is Best for Your Business?
Compare Fathom and Joiin on forecasting, consolidation, reporting, AI and pricing to find the right fit for your accounting firm or business.
Blog
Comparison

Fathom vs LLMs: Which Should You Trust with Your Financial Reporting?
See how Fathom compares to LLMs like ChatGPT and Claude for financial reporting, forecasting, consolidation, security, and AI-generated commentary.
Blog
Can we trust the numbers?
CFOs & finance leads
Accounting firms
Comparison

Multi-Entity Consolidation: Why Growing Businesses Need It
Multi-entity consolidation explained: What it is, why growing SMBs need it, and how to combine entity financials without headaches.
Blog
Can we trust the numbers?
CFOs & finance leads
Features
.png)
Fathom Fall 2026 Achievements: G2 Leader for Financial Reporting and FP&A Software
From Leader to Momentum Leader, Fathom swept G2's Fall 2026 categories with a 4.7 rating from verified reviewers. Full results, by segment and region.
Blog
Company

The Best Financial Reporting Software for Healthcare Practices
Compare Fathom, Syft Analytics, Spotlight Reporting, Reach Reporting, and Futrli to discover which tool best suits your healthcare practice reporting needs.
Blog
Comparison

How to Consolidate Financial Data Across Different Accounting Systems
Bring entities from Xero, QuickBooks, MYOB, or other systems into one consolidated report. See how to solve mismatched systems without the manual workarounds.
Blog
Advisory

Top 10 KPIs Every Healthcare Practice Should Track
Discover the 10 healthcare KPIs that can help practices track financial health, staffing, capacity, patient experience, and operational performance.
Blog
Guides

Cash Flow Forecasting with QuickBooks: What's Missing & How to Fix It
QuickBooks forecasting tool is trend-based, single-scenario, and locked to one plan. See what value Fathom adds and how to connect it to your QuickBooks data.
Blog
QuickBooks

How to Prepare for Your Fathom Demo: A Four-Step Checklist
Half an hour with Fathom goes a lot further when you come prepared, so here are four quick things to do before we meet.
Blog

The Best Financial Reporting Software for Investment Management
Compare Fathom, Syft Analytics, Spotlight Reporting, Reach Reporting, and Futrli to discover which tool best suits your investment management needs.
Blog
Comparison

Cash Flow Forecasting for Small Business Owners
Learn why small businesses need cash flow forecasting for survival, and what steps to take to start forecasting today.
Blog
Small Business

Cash Flow Forecasting Audit: Knowing Your Numbers
Learn how to audit your cash flow forecast with confidence. Spot errors, document assumptions, and present numbers you can defend, with guidance from Fathom.
Blog
Features

Financial Scenario Modelling: Evaluating the Right Software
Learn how financial scenario modelling works, how it differs from traditional financial planning, and what to check before choosing the right software for you.
Blog
Comparison

Fathom vs Reach Reporting: Which Financial Software Is for You?
Compare Fathom and Reach Reporting on forecasting, consolidation, reporting, AI insights, pricing, and support to find the best fit for your firm.
Blog
Comparison

Fathom vs Futrli: Which Is the Best for Your Business?
Compare Fathom vs Futrli on reporting, forecasting, multi-entity consolidation, and pricing to find the best financial reporting tool for your business.
Blog
Comparison

The Profit Margin Trap: Why Revenue Growth Still Feels Tight
Great sales but struggling to cover expenses? Learn how high revenue growth can hide low profit margins and how you can fix it.
Blog
Small Business

Best Financial Reporting Software for Hospitality Businesses
Compare the best financial reporting software for hospitality businesses, including Fathom, Syft, Spotlight, and Power BI, to find the right fit for you.
Blog
Comparison

Best Financial Reporting Software for Real Estate Businesses
Compare Fathom and other alternative platforms to find the best real estate financial reporting software for multi-entity groups, investors, and property teams.
Blog
Comparison

Best MYOB Integrations for Reporting and Financial Visibility
Discover the best MYOB integrations for reporting, forecasting, and financial visibility. Compare top tools and find the right fit for your firm.
Blog
MYOB
Comparison

How to Explain Financial Reports to Clients More Effectively
Learn how financial storytelling helps accountants and advisors explain reports clearly, improve client communication, and strengthen advisory relationships.
Blog
Guides

How to answer 'What does the next 12 months look like?' for your board
Answer “What does the next 12 months look like?” with scenarios, cash clarity, and a board-ready financial story.
Blog
Features

How to answer 'Are we on track?' when the variance isn't the full story
Are we on track?” isn’t about variance. Show what happened, why it matters, and where you’re heading with a clear financial story.
Blog
Features

How BPA CPAs Turned Monthly Meetings Into Moments That Actually Move the Needle
Jeremy Slone, CPA and Advisory Manager at Butrica Ployd and Associates, on shifting from survival mode to strategic advisory and the tool that made it possible.
Blog
Advisory
Customer Story

Board-ready answers: how eg technology uses Fathom to plan ahead with confidence
Discover how eg technology layers forecasting and management accounts in Fathom to stay ahead of every question their board throws at them.
Blog
Customer Story

What Is Cash Position & How Do You Measure It?
Learn what cash position is, how to measure it, and why it is essential to cash flow forecasting, liquidity management, and financial visibility.
Blog
Guides

Best Xero Integrations for Reporting and Business Efficiency
Learn the best Xero integrations for reporting, forecasting, and bookkeeping. Find the right tool that can improve efficiency and financial visibility for you.
Blog
Comparison
Xero

How to answer 'Why am I profitable but have no cash?' without losing your client in the detail
Explain why profit ≠ cash using visuals and clear commentary, so clients understand where the money went without the confusion.
Blog
Advisory

How to answer 'Can I afford to hire?' in your next client meeting
Help clients answer “Can I afford to hire?” with clear scenarios, cash impact, and forecasts. So decisions feel confident, not guesswork.
Blog
Advisory

What North American finance teams and accountants are both hearing right now: Two sides of the same conversation
Cash leads every conversation for accountants and finance teams. Here's how the best are looking ahead to answer it.
Blog
Advisory

The questions UK finance leaders are being asked right now (and how the best ones prepare)
44% of UK finance leaders say cash flow is their top concern. Here's how the best ones stay ahead of the questions before they're asked.
Blog
Advisory

Cash flow, margins, and what's coming: what APAC finance teams need to know right now
Cash flow dominates. Margins are under pressure. And the questions are getting harder. Here's what APAC finance teams are dealing with right now.
Blog
Advisory

Fathom vs Syft Analytics: Which Reporting Tool Fits Your Business?
Compare Fathom vs Syft Analytics to find the right reporting, forecasting, and consolidation tool for your business.
Blog
Comparison

Fathom vs Qvinci: Which is Better for Your Business?
Compare Fathom vs Qvinci to find the best reporting, forecasting, and consolidation software for your business or accounting firm.
Blog
Comparison

HiSmile and Multi-Entity Reporting: Why It Breaks and How to Fix It
Multi-entity reporting breaks when you scale. Here's why manual consolidation fails and how to automate it for accuracy, speed, and sanity.
Blog
Guides
Customer Story
.png)
Inside HiSmile’s Finance Transformation with Adin Kenavan, Senior Accountant
How HiSmile's finance team moved from manual Excel consolidation to automated multi-entity reporting — and stayed lean while scaling globally.
Blog
Company
Customer Story

How to deliver profitable quarterly reports to FreeAgent clients using Fathom’s Portfolio Plan
Learn how UK practice, Ginger Bucks, uses Fathom Portfolio to manage 9 FreeAgent clients profitably with quarterly reporting, at just £5 per client. See the scalable model for MTD compliance.
Blog
Advisory
Guides
.jpeg)
Cash is king. Fathom helps me prove it.
How Nexist uses Fathom to answer the one question every small business owner is really asking: where is my money?
Blog

How to Design Reports That Executives Actually Use
Your management report isn't being read the way you think. Here's how to design reports structured around how executives actually consume information.
Blog
Customer Story
Company

AI in Financial Reporting 2026: Use Cases, Risks & Tips
Explore how AI is changing financial reporting, from faster insights to real risks. Learn use cases, tools, and how to implement it with confidence in 2026.
Blog
Guides

Payday Super Guide for Employers in Australia
Payday Super starts 1 July 2026. Learn how businesses can manage cash flow, streamline reporting, and stay compliant with every pay cycle.
Blog
Guides

Behind the Build: Fathom Commentary Writer
How Fathom built AI commentary you can trust in management reports — with symbolic attribution, context windows, and zero compromise on accuracy.
Blog
Features

Introducing Commentary Writer: AI That Goes Deeper
Our biggest product AI release is here. Commentary Writer. AI built for financial reporting that understands your business and shows its work.
Blog
Features

AI in finance is everywhere. But would you trust the numbers with your CEO or a business owner?
70% of CFOs question their numbers. We asked 20 finance leaders what it really takes to trust AI in financial reporting. Here's what they said.
Blog
Advisory
Features

Best AI Accounting Tools: What to Use and Why (2026 Guide)
Read the 2026 guide to the best AI tools for accountants and compare the different options for bookkeeping, practice management, and AI financial reporting.
Blog
Guides

How Business Context Powers Smarter AI
Find out how Fathom's Commentary Writer uses two layers of context to generate AI financial commentary that's specific to each business rather than generic.
Blog
Features

AI for FP&A: The Best Tools for Efficient Planning and Reporting
Compare AI reporting tools for FP&A, including features such as narrative commentary generation, to help finance teams move confidently with clear insights.
Blog
Guides

Best QuickBooks Integrations for Reporting & Forecasting
Compare QuickBooks-integrated reporting tools like Fathom, Reach Reporting, Syft, and Spotlight, along with their must-have features.
Blog
Comparison
Guides

The Best Management Reporting Software for 2026
Compare the best management reporting tools for 2026: Fathom, Spotlight, Syft, Reach Reporting, Joiin, and Power BI, with strengths, limitations and use cases.
Blog
Comparison
Guides

The state of advisory services in 2026: Key challenges and emerging solutions
Discover the top advisory challenges firms face in 2026 and how leading practices are scaling insights, visibility, and value at speed.
Blog
Advisory

11 Financial KPIs You Should Be Tracking in 2026
Read this guide to discover the financial KPIs that matter most and how to use them to grow your business in 2026.
Blog
Guides

The shift to smarter financial planning: key trends and insights for 2026
We surveyed 80+ financial professionals to uncover the key challenges in forecasting. Discover insights and how Fathom can solve them.
Blog
Advisory
Features
.png)
10 Hard Questions About Fractional CFO Work
Fractional CFO Kevin Steel answers hard questions about pricing, data quality, and making advisory work profitable using Fathom's forecasting and reporting tools.
Blog
Advisory
.png)
Jason Blumer's framework for scaling advisory without burning out
Learn Jason Blumer's proven 4-part framework for scaling advisory services without burnout. Includes pricing strategies, team development, and cash flow management tips.
Blog
Advisory
.jpg)
Fathom Wins Best Management Reporting App for Xero Users | State of Stack 2026
Fathom recognized as top management reporting software for Xero in CFO Techstack's State of the Stack 2026 report. See why 20+ finance teams choose Fathom for financial reporting and forecasting.
Blog
Xero
Advisory

The 6 Best Financial Consolidation Software in 2026
Looking for the best financial consolidation software in 2026? Learn the top 6 consolidation tools and find the right fit for your business needs.
Blog
Guides
Features

Cash Flow Forecasting Best Practices: What You Need to Know
If you’re looking to gain critical insights into where your business’s finances are headed, our cash flow forecasting best practices will help you do just that.
Blog
Guides
.png)
Three Funding Experts. One Mission: Get You Funded.
Three funding experts break down what investors really look for and how to build forecasts, visuals and narratives that actually get deals funded.
Blog
Guides

HiSmile’s Better Way to Report to Investors
Scaling across regions and currencies pushed HiSmile beyond Excel. See how they built fast, reliable reporting investors can trust.
Blog
Customer Story

Announcing Fathom’s integration with FreeAgent
Today, Fathom now integrates directly with FreeAgent, so you can bring every client into the same workflow and deliver the same depth of insight without compromise.
Blog
Features

How to productise your accounting services and scale profitably
Expert strategies to transform accounting services into profitable, repeatable products.
Blog

The 6 Best Financial Modelling Software for Businesses in 2026
A practical guide to the best financial modelling software in 2026, comparing forecasting, scenario planning, and FP&A tools for businesses.
Blog
Guides

The 6 Best Financial Analysis Software in 2026
Read this detailed comparison article to find out the 6 best financial analysis software for 2026, designed to simplify and improve your financial planning.
Blog

The 6 Best Cash Flow Forecasting Software For 2026
Discover the 6 best cash flow forecasting software for 2026 to boost your finances, improve accuracy, optimise cash management, and plan smarter.
Blog

How to interpret a financial health check
Learn how to interpret your financial health check, apply benchmarks, and turn insights into strategies for smarter business decisions.
Blog

How to create a financial health check
Learn how to create a financial health check that combines key data to boost profit, cash flow, and enterprise value.
Blog

Fathom named Australia's most-used financial reporting software for accountants
Australian accountants choose Fathom over competitors for financial reporting. See why 36% of firms trust Fathom for client advisory and cash flow analysis – Practice Protect 2025 data.
Blog

10 essential KPIs every real estate finance leaders should know
Learn the 10 key performance indicators that help every real estate finance leader turn portfolio activity into actionable insights.
Blog

How to prepare clients for the Autumn Budget 2025
Learn how accountants and CFOs can prepare for the Autumn Budget using Forecast Snapshots. Model staff costs, business rates, and VAT impacts before 26 November.
Blog
Advisory

The calm before the Autumn Budget: How financial leaders can bring clarity to uncertainty
Financial leaders face rising uncertainty ahead of the UK's Autumn Budget 2025. Discover why 67 percent of accountants lack confidence and how to prepare clients for change.
Blog
Advisory

Client Meeting Framework: How to Structure Advisory Conversations That Drive Results
Learn how Darren Van Zyl, Partner at Elements Advisory Group, uses Fathom to structure better advisory conversations. Discover his practical framework for leading confident client meetings, handling tough questions, and turning insights into action.
Blog
Advisory
.png)
Fathom vs Spotlight Reporting: Which reporting tool fits your business?
Compare Fathom vs Spotlight Reporting across reporting, forecasting, and consolidation to find the right management reporting tool for your business.
Blog
Comparison
.png)
Introducing Forecast Snapshots: Compare actuals, budgets and forecasts
Forecast Snapshots is here! Save up to 25 forecast versions, run three-way variance analysis, and track accuracy over time. All inside Fathom, no Excel needed.
Blog
Features
.png)
Why great financial stories win startup funding (not just great ideas)
Learn why investors back businesses, not just ideas. CFO Kat Wellum-Kent shares how to turn financial data into compelling stories that win startup funding.
Blog
Customer Story

From complexity to clarity: PMI’s $72B property management reporting overhaul
“Fathom doesn’t just show numbers, it gives us insight and confidence.”
Blog
Customer Story

How a Financial Controller manages multi-entity reporting with confidence
Learn how Jesse Chapman manages financial reporting across 9 entities at Harris Real Estate. Discover strategies for budget vs actuals, reforecasting, and stakeholder reporting.
Blog
Features

Human connections, clarity, and confidence: What we learned at Xerocon Brisbane 2025
At Xerocon Brisbane 2025, one theme stood out above all: Advisory and finance leadership is still, and always will be, about people.
Blog
Events
.png)
New in Fathom: Add images & files to your reports
Now you can add images, PDFs, and external files to your Fathom reports. Create complete, branded management packs without leaving Fathom.
Blog
Features

Fathom achieves SOC 2 Type 2 accreditation
We're proud to share some big news in our commitment to data security and customer trust: Fathom has achieved AICPA SOC2 Type 2 accreditation.
Blog
Company
Features

Building financial resilience #3: Can you safeguard growth plans during economic uncertainty?
Explore how accountants and advisors can help businesses shift from growth to survival mode and build resilience during economic uncertainty.
Blog
Guides

How to structure client meetings that deliver real value (in under an hour)
How Erica Goode structures client meetings that drive clarity, action, and real value, in 45 minutes or less.
Blog
Customer Story
Advisory
.png)
Investor-ready in minutes: Inside Harris Real Estate’s board reporting overhaul
From #REF errors to investor-ready reporting, see how Harris Real Estate transformed board reports and multi-entity consolidations with Fathom.
Blog
Customer Story

Building financial resilience #2: What can you do when cash flow comes under strain?
Learn four practical ways advisors can help businesses maintain cash flow and long-term survival when faced with economic pressures.
Blog
Guides

How Erica Goode answers clients’ toughest questions (And how you can too)
Erica Goode shares how to guide clients through tough decisions with clear, scenario-based forecasts and confident, data-driven advice.
Blog
Advisory

Building financial resilience #1: Are you proactively preparing for rising supply costs?
Discover the top five strategies for accountants and advisors to help businesses proactively prepare and tackle rising supply costs.
Blog
Guides

New: Dashboard Saved Views, Sage 50 Accounts integration live, and visual updates
This month, we are excited to introduce our most requested feature in the Insights Dashboard, unveil a refreshed and more user-friendly design for Company Settings, and announce the availability of our Sage 50 (UK) integration.
Blog
Features

Beyond the booth: what we learned at Scaling New Heights 2025
AI, advisory, and what’s next for accountants. Our key takeaways from Scaling New Heights 2025.
Blog
Events
.png)
Need to confidently manage all your clients? 3 ways to use the Insights Dashboard
3 ways to use the Insights Dashboard to confidently manage your clients
Blog
Features

Is funding keeping your clients up at night? Here’s how to forecast decisions.
Help clients navigate funding pressure and tough cashflow calls. See how advisors are forecasting loans, runway, and what comes next.
Blog
Features

Are your clients asking, “Can I afford this?” Here’s how to give them cash flow clarity.
From cost spikes to slow sales, clients want decision-ready insights. See how advisors are forecasting cash flow with Fathom.
Blog
Features

Are your clients asking, “What should we cut?” Here’s how to forecast for profit clarity.
Clients aren’t chasing growth, they’re chasing survival. Learn how advisors are using Fathom to forecast break-even and protect profit.
Blog
Features
.png)
Are your clients worried about tariffs? Here’s how to respond with confidence.
Help clients navigate tariff uncertainty with confidence. Learn how advisors are modelling the impact and planning ahead using Fathom.
Blog
Features

New: Insights Dashboard & Summary Report Improvements
The latest enhancements to Fathom’s Insights Dashboard, continuing our commitment to delivering greater value, usability, and actionable insights.
Blog
Features
%20(1).png)
Accountex London 2025: What we learned, shared and loved
From packed panels to real talk on advisory, here’s what stood out at Accountex London 2025.
Blog
Events

How do I showcase the value of advisory?
The Gap helps accounting firms worldwide with the tech, education and community to scale profitable business advisory services and support their clients’ success. In this article, we hear from CEO Mark Jenkins CA as he shares insights on how to showcase your value as an advisor.
Blog

From growth to survival: Why finance leaders are now business lifelines
Discover the 7 toughest questions businesses are facing and how financial leaders are helping clients survive and thrive in today’s uncertainty.
Blog
Business Unusual Series

Advisors’ Assembly UK 2025: Inside Fathom’s First UK Community Events
Fathom’s Advisors’ Assembly came to the UK for the first time in 2025. Discover key insights, conversations, and how firms reacted to our new Portfolio tool.
Blog
Events
Advisory

DAS 2025: What we learned, shared and loved
AI, outsourcing, and scalable advisory topped the agenda. Here’s what we learned (and shared) at this year’s Digital Accountancy Show.
Blog
Events
Webinars

The Build: “Can I afford to hire?”
Accountant Edition: Your client wants to grow, but they’re nervous about the cash. Build the three-scenario hiring forecast and plain-English recommendation that answer their real question: how many people, and when?
Webinar
.png)
Quarterly Product Webinar - October 2026
Fathom ships fast, and there's a lot to catch up on. Join Luke, our Head of Product, for a session covering what's new, what's next, and what it means for how you work.
Webinar
%20(5)%20(1).png)
Ask an Expert: Live with Mike Michalowicz
Best-selling author Mike Michalowicz makes the case that the traditional accounting formula is quietly killing small business profitability — and introduces Profit First, the method that flips the equation on its head and puts cash in your pocket from day one.
Webinar
Will we have enough cash?
CFOs & finance leads
Accounting firms
.png)
The Build: "What does the next 12 months look like?"
CFO Edition: Your board wants to know where the business is heading over the next 12 months. Build the three-scenario forecast and board-ready pack that answer their real question: are we going to be OK?
Webinar
Will we have enough cash?
What happens if...?
What should we do next?
CFOs & finance leads
%20(4)%20(1).png)
Ask an Expert: Live with Chris Ortega
Fractional CFO Chris Ortega makes the case that budgeting is a waste of time for most SMBs, and shows how a lighter, rolling forecast gives owners more clarity, confidence and control at a fraction of the cost.
Webinar
What happens if...?
What should we do next?
CFOs & finance leads
Accounting firms
Forecasting Beyond Compliance: How Ginger Bucks Helps Clients See What's Next
This session explores the shift from traditional compliance-based accounting to proactive, advisory-led financial management.
Webinar
Can we afford this decision?
What happens if...?
Accounting firms

The Build: "Why am I profitable but have no cash?"
Accountant Edition: Your client made $142K in profit but cash fell $38K. Build the cash waterfall and client-ready summary that answer their real question: where has my cash gone?
Webinar
Will we have enough cash?
Accounting firms

Ask an Expert: Live with Alex Bond Burnett
Executive coach Alex Bond-Burnett shares her five non-negotiables for communicating financial data with impact — so your insights land, and your stakeholders act on them.
Webinar
Can we trust the numbers?
CFOs & finance leads
Accounting firms
.png)
The Build: "Are we on track?"
CFO Edition: You beat budget but revenue fell 24%. Build the board report and reforecast that answer the board's real question: are we actually on track?
Webinar
Can we trust the numbers?
What should we do next?
CFOs & finance leads

Ask an Expert: Live with Jessica Morton
Jessica Morton, Co-Founder of Jessica & Morton Limited and award-winning Fractional CFO, shares how she builds the reporting foundation that makes forecasting actually reliable — and why getting this right first is the key to every forward-looking conversation that follows.
Webinar

Ask an Expert: Live with Patrick Ball (Aprio)
Patrick Ball, Director at Aprio, shares how his team delivers consolidated reporting across multiple entities and platforms using Fathom — and how that process becomes the foundation for strategic advisory conversations.
Webinar

Ask an Expert: Live with Ben Cooper
Ben Cooper, Founder of Amplify Advisory, shares a visual framework for understanding cash flow and demonstrates how Fathom's forecasting tools help businesses plan for big decisions without the guesswork.
Webinar
.png)
What Your Clients Are Asking in 2026 — And How to Answer Them
We surveyed 260+ finance professionals and accountants to find out what questions they’re being asked most in 2026. This is what they said — and how they’re answering them using Fathom + QuickBooks.
Webinar

Ask an Expert: Live with John Miller
CFO and board member across 8 companies, John Miller shares how to simplify reporting and turn financial insight into action.
Webinar

Ask an Expert: Live with Adin Kenavan
Adin Kenavan, Senior Accountant at Hismile, shares how they ditched spreadsheet chaos for automated, investor-ready reporting across multiple Shopify entities using Fathom.
Webinar
Introducing AI Commentary Writer
In this session, watch our first official Commentary Writer demo. See Business Context, Symbolic Attribution, and Report Context in Fathom.
Webinar
.png)
Ask an Expert: Live with Roman Villard
Roman Villard shares how he transforms heavy Excel models into simple, decision-ready forecasts in Fathom; the same approach he uses with SaaS and AI leaders navigating uncertain fundraising environments.
Webinar
Ask an Expert: Live with Jason Blumer
Jason Blumer shares practical insights on how advisory firms can scale when client demand grows faster than team capacity.
Webinar
.png)
What's Next for Fathom: Roadmap Reveal + 2025 Year in Review
In this session, we’ll walk through our 2025 product showcase. You'll also get a sneak peek into our roadmap of innovations for 2026.
Webinar
.png)
Introducing Forecast Snapshots: Compare actuals, budgets and forecasts
If you've ever had to wrestle with spreadsheets just to compare actuals, budgets and forecasts, this update is going to make things a lot easier.
Webinar

Ask an Expert: Live with Darren Van Zyl
Discover how to structure, guide, and elevate your client conversations with advice from Darren Van Zyl, Partner at Elements Advisory Group.
Webinar

New in Fathom: More powerful management reporting with images and PDFs
Stop Juggling Multiple Platforms. Start Building Professional Management Reports.
Webinar
.png)
Ask an Expert: Live with Kat Wellum-Kent
Learn how to turn numbers into a financial story investors believe, with Kat Wellum-Kent’s proven funding framework.
Webinar

The 5 hidden costs of guessing: how to make decisions on a forecast, not a feeling
Learn the 5 hidden costs of gut decisions and how forecasting brings clarity and confidence to every choice.
Webinar

Fathom Tips for Franchises
Join us for a practical, hands-on session where we’ll show you how to bring all your franchise financials together in one clear, consistent view so you can make faster, more confident decisions.
Webinar

Ask an Expert: Live with Jesse Chapman
Get expert answers from Jesse Chapman on handling complex reporting, reforecasting, and keeping stakeholders informed
Webinar

Master your KPIs: See a clear path through the business storm
Join us for a practical session on how to identify, set, and track relevant KPIs to chart your path through the business storm.
Webinar

Ask an Expert: Live with Erica Goode
Learn how to answer your clients’ toughest questions with confidence, with practical advice from fractional CFO, Erica Goode.
Webinar

Control an unclear future with Microforecasts and Scenarios
In a time of economic uncertainty and shifting consumer confidence, businesses are under pressure to plan ahead without knowing what’s coming next. That’s where Microforecasts and Scenario Planning in Fathom can help.
Webinar
Own FY26: Break down reporting and forecasting by division in Fathom
Learn how to treat tracking categories as standalone entities – giving you deeper insights, cleaner reports, and tighter control.
Webinar
The 20% Test: How to Identify Your Most Powerful Growth Drivers in Fathom
If you're tired of guessing and want more confidence in your next best decision toward growth, this one's for you.
Webinar
The Real Deal: Smarter Reporting & Benchmarking in Fathom for Real Estate
How real estate investment firms and property managers can simplify financial reporting
Webinar
Practical Financial Forecasting: How to answer six questions that keep business owners up at night
We'll explore how to get the answers you need to confidently navigate growth, from hiring and expansion to pricing and unexpected costs.
Webinar
Produce a professional consolidated report in Fathom before lunch
Let’s make group reporting faster, clearer, and a whole lot easier.
Webinar
Building CFO Strategies: Your Fathom toolkit for smarter reporting, forecasting, & consolidations
Webinar designed to provide practical strategies and tools to simplify your workload and develop your financial insights.
Webinar
Introducing the Insights Dashboard and the Fathom Portfolio Plan
We can’t wait to show you around our two new offerings built for multi-entity management
Webinar
From Data to Decisions: Quickly creating valuable reports for stakeholders with Fathom
In this video, we’ll break down these common challenges and show you how to transform your reporting process to save time, improve decision-making, and demonstrate your value to stakeholders
Webinar
Budgeting for the New Year – build, update and report effectively in Fathom
With the new year just around the corner, reporting on this year, updating your current budgets and setting your budgets for the new year are sure to be top of mind.
Webinar

Stay Ahead: Strategic Planning Using Forecasting
Are you ready for the year ahead? Let us show you how to leverage Fathom’s forecasting tools to plan strategically and stay ahead of the curve.
Webinar

Build, Schedule, Relax – Simplify Financial Reporting
Let us show you the simple approach to building a monthly, quarterly or annual financial performance report that you can scale.
Webinar

Month-end consolidations made easy
Multi-entity financial consolidations are necessary but often a tedious, labor-intensive, and error-prone process. Get your month-end reporting sorted.
Webinar
.jpg.png)
Optimizing Cash Flow: Using Fathom to improve cash flow tracking and management
The way that a business tracks and manages their cash flow has huge impacts on its long-term success. In this webinar, we’ll show you the value of optimising these processes and how Fathom can help you level up.
Webinar

Five non-negotiables of game-changing client communication
Alex talks through her 5 absolute non-negotiables so that you can have game-changing client communication and make a real impact.
Webinar

Forecasting for clients with Fathom
How you can help your clients to to better understand what their future cash flow and profit will look like, to guide actionable decisions
Webinar

Deliver engaging advisory services with Fathom
Learn how each of the features of Fathom work together seamlessly as a complete business advisory toolkit
Webinar

Building a Custom Report in Real Time
Learn how to build a custom report in Fathom
Webinar

Leverage Fathom Benchmarking
Discover how Fathom's Benchmarking feature gives you and your clients improved clarity around business performance, leading to more meaningful advice.
Webinar

Cash flow forecasting overview for businesses
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.
Webinar

Creating a budget for the new financial year
Learn how to build a budget using Forecasting, how to set business targets against your budget and how to report on budget vs actual performance.
Webinar

A guide to planning for the new financial year
Learn how to plan for business events and understand how you can use Forecasting to run best-case/worst-case scenarios.
Webinar

Custom exchange rates for multi-currency consolidations
Learn how Custom FX Rates improve flexibility and control when reporting on consolidated groups in multiple currencies.
Webinar

Save time and add value with consolidations
Discover how Fathom's Consolidation feature saves you time and improves data accuracy through the smart use of automation.
Webinar

KPIs Demystified
Learn how to define and track the KPIs that are most important to your company, ensuring you can get started with Fathom quickly.
Webinar
Expert Series
.png)
Darren Van Zyl, CA
Darren Van Zyl, CA, partner and co-founder at Elements Advisory Group, reveals why advisory fails and shares how he’s built a profitable advisory practice using Fathom.
Expert Series
How do we grow our advisory practice?
Accounting firms

Kate Douglass
Learn how solving problems for clients and delivering customised scalable services can work in practice with Kate Douglass CA, Partner at Walker Wayland NSW Sydney.
Expert Series
Can we afford this decision?
How do we grow our advisory practice?
Accounting firms

Brad & Meredith Ebenhoeh
Discover how chartered accountants, Brad and Meredith Ebenhoeh, built, scaled and sold a 70+ person firm. BELAY use Fathom to transform numbers into actionable insights for every client.
Expert Series
How do we grow our advisory practice?
Accounting firms
.png)
Paul Barnes
Learn how to translate numbers for business owners and achieve financial maturity using Fathom with Paul Barnes FCCA, Managing Director of MAP, winner of Xero’s Most Innovative Firms.
Expert Series
Can we trust the numbers?
How do we grow our advisory practice?
Accounting firms

David Maher
Case study: Using Fathom forecasting and analysis to navigate a business from survival to success with CFO David Maher, Founder of Right Brain Insights.
Expert Series
Will we have enough cash?
What happens if...?
Accounting firms

Geni Whitehouse, Keila Hill-Trawick, Patrick Ball
Three top US advisors show how they customise Fathom management reports for their clients. Featuring Geni Whitehouse CPA, Keila Hill-Trawick CPA, and Patrick Ball CPA.
Expert Series

Darren Hull
Darren Hull CA, Director at Venter & Hull, shares his firm's personalised approach to growing advisory services for SME clients.
Expert Series

Ryan Lazanis
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.
Expert Series

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

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

Keila Hill-Trawick
Keila Hill-Trawick, CPA, MBA, founder of Little Fish Accounting, shows how she makes accounting information accessible to small business owners to make a big impact on business performance.
Expert Series

Patrick Ball
Aprio’s Patrick Ball, CPA, shares how they’re using Fathom to scale the delivery of reports and insights to clients nationally. Aprio is the fastest growing accounting firm in the US.
Expert Series
No matches for that combination yet. Try another question, topic or audience, or clear your filters.
.webp)

.png)


