Budgeting for the New Year – build, update and report effectively in Fathom

39
Mins

Overview

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.

However, dealing with time-consuming processes or error-prone, bland reports is likely not what you're looking forward to for the year to come. In this video, we'll show you how to level up your budgeting process with the use of Fathom's smart prediction forecasting with your actual data and how to easily adapt your budget throughout the year. We'll also showcase how to deliver a professional report with scalable custom templates, attractive visuals, and effective insights.

In this webinar you'll learn

About your presenter
No items found.
Ask an Expert: Live with Mike Michalowicz
Video
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.
The Build: "What does the next 12 months look like?"
Video
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?
Ask an Expert: Live with Chris Ortega
Video
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.

Budgeting for the New Year – build, update and report effectively in Fathom

39
Mins
Overview

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.

However, dealing with time-consuming processes or error-prone, bland reports is likely not what you're looking forward to for the year to come. In this video, we'll show you how to level up your budgeting process with the use of Fathom's smart prediction forecasting with your actual data and how to easily adapt your budget throughout the year. We'll also showcase how to deliver a professional report with scalable custom templates, attractive visuals, and effective insights.

In this webinar you’ll learn
Get the webinar recording
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
About your presenter
No items found.
Try Fathom today
Start your 14-day free trial. No credit card required.
Try for Free