Deliver engaging advisory services with Fathom

29
Mins

Overview

Learn how to engage your clients and help them to understand their numbers. We introduce you to Fathom’s dynamic visual analysis, custom reporting and cash flow forecasting.

In this webinar you'll learn

  • What a high-level view of the full Fathom product looks like
  • How each of the features work together seamlessly as a complete business advisory toolkit
  • About the features of Fathom, from KPI dashboards to automated reports, consolidations, benchmarks, and forecasting.
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.

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Deliver engaging advisory services with Fathom

29
Mins
Overview

Learn how to engage your clients and help them to understand their numbers. We introduce you to Fathom’s dynamic visual analysis, custom reporting and cash flow forecasting.

In this webinar you’ll learn
  • What a high-level view of the full Fathom product looks like
  • How each of the features work together seamlessly as a complete business advisory toolkit
  • About the features of Fathom, from KPI dashboards to automated reports, consolidations, benchmarks, and forecasting.
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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.

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