[EMEA] Ask an Expert: Live with Michelle Röse

Overview

Michelle Röse, Founder COO, and CFO of Breakaway Advising, first shared this framework at Intuit Connect. In this live follow-up session, she goes deeper on the touchpoints that deepen trust, spark conversations, and position you as indispensable — and shows how that same system unlocks upsells others are leaving on the table.

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In this series, you'll learn

Build a mid-month progress report and weekly end-of-week snapshot covering cash flow, revenue to target, expenses to budget, and collections
Spot the touchpoints that deepen trust and make clients look forward to hearing from you
Read the specific signals that mean a client is ready to move from monthly to weekly
See how Fathom creates the baseline for the monthly report that is necessary before looking weekly

About your presenters

Michelle Röse is a founder and COO/CFO of Breakaway Advising, with more than 20 years of experience supporting entrepreneurial business owners. She helps clients define success and advocates fiercely for what matters most to them. Michelle is passionate about creating opportunities in finance and opening doors for those underrepresented in accounting, and she believes that a more diverse industry is a stronger one. Rooted in an entrepreneurial upbringing, Michelle is deeply involved in her community while raising three daughters. She knows leadership doesn't stop at the boardroom.

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