Creating a budget for the new financial year

46

Mins

Overview

In this webinar you'll learn

Learn to build a budget using Fathom’s new forecasting tool
See how to set business targets against your budget and how to monitor performance
Understand how to report on budget vs actual performance

About your presenter

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.

More Resources

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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.

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.

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.

Creating a budget for the new financial year

46

Mins

Overview

In this webinar you’ll learn

Learn to build a budget using Fathom’s new forecasting tool
See how to set business targets against your budget and how to monitor performance
Understand how to report on budget vs actual performance

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About your presenter

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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