Michelle Röse, Founder COO, and CFO of Breakaway Advising, first shared this framework at Intuit Connect. In this live follow-up session, she goes deeper on the touchpoints that deepen trust, spark conversations, and position you as indispensable — and shows how that same system unlocks upsells others are leaving on the table.
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A new company settings experience is here, featuring improved performance, usability and design.
You can now embed or attach images and PDFs directly into Pro reports, creating a more flexible reporting experience.
Users can import a Sage 50 Accounts company by uploading an exported chart of accounts and Trial Balance.
Fathom has received ISO27001 certification and been issued with the SOC 2 Type 1 report