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.

In this session, watch our first official Commentary Writer demo. See Business Context, Symbolic Attribution, and Report Context in Fathom.

Roman Villard shares how he transforms heavy Excel models into simple, decision-ready forecasts in Fathom; the same approach he uses with SaaS and AI leaders navigating uncertain fundraising environments.