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?

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.

This session explores the shift from traditional compliance-based accounting to proactive, advisory-led financial management.

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?

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.

CFO Edition: You beat budget but revenue fell 24%. Build the board report and reforecast that answer the board's real question: are we actually on track?

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.

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.

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.

We surveyed 260+ finance professionals and accountants to find out what questions they’re being asked most in 2026. This is what they said — and how they’re answering them using Fathom + QuickBooks.

CFO and board member across 8 companies, John Miller shares how to simplify reporting and turn financial insight into action.

Adin Kenavan, Senior Accountant at Hismile, shares how they ditched spreadsheet chaos for automated, investor-ready reporting across multiple Shopify entities using Fathom.