Ask an Expert: Live with Patrick Ball (Aprio)
Overview
Managing finances across multiple entities means dealing with different platforms, inconsistent chart of accounts, and reports that take too long to pull together. For firms serving clients with multiple businesses — whether dental practices, franchises, or family offices — the challenge isn't just getting the numbers right. It's getting them into one clear, consistent view that actually drives better conversations.
In this Ask an Expert session, Patrick Ball, Director at Aprio and one of the firm's leading Fathom users, walks through how his team built a scalable consolidated reporting process across hundreds of client entities. Using Fathom's chart of account headings, custom KPIs, benchmark groups, and report templates, Patrick shows how his team delivers branded, consistent reporting — whether clients are on QuickBooks, Xero, or both — without changing the underlying chart of accounts.
This session is designed as an exchange of knowledge rather than a presentation, with time dedicated to audience questions and real-world discussion.
In this webinar you'll learn
How to use chart of account headings to create consistency across entities — without changing the general ledger- How to build custom KPIs from headers and scale them across hundreds of companies using Fathom's copy and library features
- How to use benchmark groups to compare entity performance and shape the advisory narrative in your reports
- How to build and share consolidated report templates that work for different audiences — from business owners to boards
Patrick Ball, CPA, is a Senior Manager with Aprio’s national dental practice. Building a career across small business, private equity and technology, Patrick has focused his last five years specialising in serving dental and healthcare professionals.
Patrick is passionate about supporting clients in their financial growth and strengthening the Aprio dental team with dedicated work on process improvement and automation development. Outside of work, Patrick spends time with his wife and children, boating, golfing or solving puzzles.
Connect with Patrick via LinkedIn if you’d like to find out more.
%20(4)%20(1).png)
Ask an Expert: Live with Patrick Ball (Aprio)
Managing finances across multiple entities means dealing with different platforms, inconsistent chart of accounts, and reports that take too long to pull together. For firms serving clients with multiple businesses — whether dental practices, franchises, or family offices — the challenge isn't just getting the numbers right. It's getting them into one clear, consistent view that actually drives better conversations.
In this Ask an Expert session, Patrick Ball, Director at Aprio and one of the firm's leading Fathom users, walks through how his team built a scalable consolidated reporting process across hundreds of client entities. Using Fathom's chart of account headings, custom KPIs, benchmark groups, and report templates, Patrick shows how his team delivers branded, consistent reporting — whether clients are on QuickBooks, Xero, or both — without changing the underlying chart of accounts.
This session is designed as an exchange of knowledge rather than a presentation, with time dedicated to audience questions and real-world discussion.
- How to use chart of account headings to create consistency across entities — without changing the general ledger
- How to build custom KPIs from headers and scale them across hundreds of companies using Fathom's copy and library features
- How to use benchmark groups to compare entity performance and shape the advisory narrative in your reports
- How to build and share consolidated report templates that work for different audiences — from business owners to boards
Patrick Ball, CPA, is a Senior Manager with Aprio’s national dental practice. Building a career across small business, private equity and technology, Patrick has focused his last five years specialising in serving dental and healthcare professionals.
Patrick is passionate about supporting clients in their financial growth and strengthening the Aprio dental team with dedicated work on process improvement and automation development. Outside of work, Patrick spends time with his wife and children, boating, golfing or solving puzzles.
Connect with Patrick via LinkedIn if you’d like to find out more.
