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
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.

Forecasting Beyond Compliance: How Ginger Bucks Helps Clients See What's Next
Video
Forecasting Beyond Compliance: How Ginger Bucks Helps Clients See What's Next
This session explores the shift from traditional compliance-based accounting to proactive, advisory-led financial management.
The Build: "Why am I profitable but have no cash?"
Video
The Build: "Why am I profitable but have no cash?"
Accountant Edition: Your client made $142K in profit but cash fell $38K. Build the cash waterfall and client-ready summary that answer their real question: where has my cash gone?
Ask an Expert: Live with Alex Bond Burnett
Video
Ask an Expert: Live with Alex Bond Burnett
Executive coach Alex Bond-Burnett shares her five non-negotiables for communicating financial data with impact — so your insights land, and your stakeholders act on them.

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
Get the webinar recording
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
About your presenter
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.

Try Fathom today
Start your 14-day free trial. No credit card required.
Try for Free