Managing finances for clients means more than producing accurate numbers. It means making sure those numbers are structured in a way that actually supports forecasting, scenario planning, and the kind of conversations that drive real decisions.
In this Ask an Expert session, Jessica Morton, Co-Founder of Jessica & Morton Limited and Fractional CFO to seven or eight businesses, walks through how she builds reporting foundations that clients engage with and trust. Using Fathom's visual reporting features, tracking categories, and KPI tools, Jessica shows how the right setup in the accounting software flows directly into reliable forecasting — and how she gets even the most numbers-averse business owners to buy in.
This session is designed as an exchange of knowledge rather than a presentation, with time dedicated to audience questions and real-world discussion.
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Managing finances for clients means more than producing accurate numbers. It means making sure those numbers are structured in a way that actually supports forecasting, scenario planning, and the kind of conversations that drive real decisions.
In this Ask an Expert session, Jessica Morton, Co-Founder of Jessica & Morton Limited and Fractional CFO to seven or eight businesses, walks through how she builds reporting foundations that clients engage with and trust. Using Fathom's visual reporting features, tracking categories, and KPI tools, Jessica shows how the right setup in the accounting software flows directly into reliable forecasting — and how she gets even the most numbers-averse business owners to buy in.
This session is designed as an exchange of knowledge rather than a presentation, with time dedicated to audience questions and real-world discussion.
