Cash flow forecasting overview for accountants

25
Mins

Overview

This guide will help you to create plans to navigate your business through leaner months, and control costs and explore scenarios. In this webinar learn how it is more important than ever to ensure that every step forward is not weighed down by misreported numbers or missed insights. 



In this webinar you'll learn

  • How to create plans to navigate through leaner month
  • To understand your cash flow and the drivers of cash flow
  • How to monitor profitability & breakeven
  • How to create plans to navigate through leaner months
About your presenter
James Lin

James is passionate about helping businesses transform by implementing SaaS solutions to make better business decisions. James assists accountants to deliver scalable reporting and advisory services to their clients, providing these clients with clarity and confidence to make decisions into the future. In his spare time, you’ll find James playing snooker, golf, or shooting hoops.

Jess Miller

As a Customer Engagement Manager at Fathom, Jess works closely with customers at the start of their Fathom journey. Jess enjoys helping businesses gain deeper insights into their financial performance, as well as helping them save time through scalable tech solutions. Jess is passionate about the outdoors, hiking, and her dog, Nala.

Ask an Expert: Live with Jessica Morton
Video
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.
Ask an Expert: Live with Patrick Ball (Aprio)
Video
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.
Ask an Expert: Live with Ben Cooper
Video
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.

Cash flow forecasting overview for accountants

25
Mins
Overview

This guide will help you to create plans to navigate your business through leaner months, and control costs and explore scenarios. In this webinar learn how it is more important than ever to ensure that every step forward is not weighed down by misreported numbers or missed insights. 



In this webinar you’ll learn
  • How to create plans to navigate through leaner month
  • To understand your cash flow and the drivers of cash flow
  • How to monitor profitability & breakeven
  • How to create plans to navigate through leaner months
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About your presenter
James Lin

James is passionate about helping businesses transform by implementing SaaS solutions to make better business decisions. James assists accountants to deliver scalable reporting and advisory services to their clients, providing these clients with clarity and confidence to make decisions into the future. In his spare time, you’ll find James playing snooker, golf, or shooting hoops.

Jess Miller

As a Customer Engagement Manager at Fathom, Jess works closely with customers at the start of their Fathom journey. Jess enjoys helping businesses gain deeper insights into their financial performance, as well as helping them save time through scalable tech solutions. Jess is passionate about the outdoors, hiking, and her dog, Nala.

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