Fathom

Are multi-entity financial consolidations driving you up the wall? We get it—navigating hundreds of tabs, dealing with errors, and striving for clarity can be a nightmare. But fear not, join our upcoming webinar on August 1st to master the art of effortless consolidated reporting. 🧠 You'll learn how to: ▪️ Avoid the headache of endless Excel tabs ▪️ Error-proof your consolidations ▪️ Bring clarity to your numbers ▪️ Automate reporting & communication with scheduled and shared reports ▪️ Plus, get all your burning questions answered in a live Q&A session! Register for your region below 👇 🇦🇺 Australia: Register here https://ow.ly/cRvL50SI0Sc 🇬🇧 United Kingdom: Register here https://lnkd.in/e-xVaHG3 🇺🇸 United States: Register here https://ow.ly/ino050SI0Se #FinancialReporting #Consolidations

🎸 Heading to Xerocon Nashville? 🎸 Tune up your industry conference game with our webinar before you hit Music City! Get the lowdown from industry aficionados Heather Smith and 🐻 Dan Luthi on how to prepare, so you're ready to rock #Xerocon Nashville like a pro 👇 https://lnkd.in/gd_2ApM9 The session kicks off at 10am PDT on 6 August. See y’all there! 

Looking to upgrade your tech stack? Check out our fantastic customer Grenfell James' lineup! Grenfell James proves that having the best tools is key to staying ahead in today's competitive world. It's all about efficiency, accuracy, and making smart decisions. We're especially excited to see Fathom dubbed "The Nerdy One" 🤓

Glazed-over looks, no questions, and zero engagement from clients? We get it—and so does Alex Bond Burnett ⚡️ ACC! Watch our latest workshop with Alex, a financial communication coach, and discover her game-changing solutions that will teach you how to: ▪ Build trust that fosters open dialogue ▪ Simplify complex data into clear messages ▪ Transform dry numbers into compelling stories ▪ Adapt to your client's unique communication style ▪ Empower clients to take decisive action Dive into Alex's Five Non-Negotiables and watch the full workshop here 👉 https://bit.ly/3yly8Aw #ClientCommunication #EffectiveCommunication

Ever feel like you're speaking a different language when presenting financial data? 💬 In our latest snippet with Paul Barnes, managing director of MAP, we discover how to make your numbers speak clearly. Considering the following when presenting the numbers will help you connect with your audience... ✨ Data: Ensure everyone truly understands the numbers, not just the details. 📖 Stories: Foster a learning environment where it's okay to ask questions. ❓ Questions: Create engagement by checking understanding and encouraging discussion. Share your tips in the comments below!

Extra, Extra! 📰 In this month's edition of The Exchange, we reveal how to turn financial data into engaging stories, that stakeholders can relate to. Learn from five experts, as they give tips on how refine your reporting process and breathe life into your clients' data. 👇

Is it time we coin the term FOMOOF (fear of missing out on Fathom)?

Ever felt the pressure of presenting a business forecast to your team or investors? Ben Cooper, MBA, founder of Amplify, shares golden insights on how to do it with finesse! "What I find to be really helpful is providing folks who are in that inner circle conversation about where the business is going a baseline forecast that is an honest expected picture... Demonstrating an understanding of the inner workings and key numbers that affect the business direction builds a ton of confidence." Try Ben's top tips next time you're presenting... 1. Honesty & transparency: Offer an honest forecast that reflects your expected outcomes. 2. Know your numbers: Understand the key variables impacting your business. 3. Don't forget the visuals: Polished visuals and graphs can give greater confidence than spreadsheets alone. 4. Be prepared: Be ready to make informed adjustments, showing you're proactive, not just reactive. #BusinessGrowth #ConfidenceInNumbers

Why should you tailor your reports to your clients specific needs? Keila Hill-Trawick, CPA, MBA, and founder & CEO of Little Fish Accounting, explains why customising financial insights are key to client success... 🎨 Flexible reporting: Standard reports are useful, but real value comes from understanding each business's unique needs. By tailoring reports to these needs, you can provide clients with the specific data that matters most to them. 💵 Budget clarity: Personalised reports break down costs into direct project expenses and internal overhead. This clear picture of cash flow helps clients see exactly where their money is going, making budgeting and financial planning more effective. 🎯 Strategic decisions: With better visibility into their finances, clients can make more informed decisions. Tailored reports give insights that help clients adjust their strategies for smarter business decisions and better outcomes. Watch the full video for more insights from Keila. #BusinessGrowth #FinancialInsights

If you can automate a difficult accounting process (eg consolidated reporting) and simplify the complexity, it means you can delegate it to your team. That's a powerful win for developing a high-performing team. And that's exactly what the Founder of TheBeanCounters, Tyler Caskey CA has achieved. Tyler's team can turn around work that typically takes 2-10+ hours at month's end and get it done in under 10 minutes. Consolidated reporting in Fathom is simple, accurate, and easy. It's the tool of choice for Tyler Caskey and his team to service their business clients worldwide. Learn more in Tyler Caskey's masterclass on consolidated reporting. Watch now on Fathom's Resources page. #accounting #cfo #accountingandaccountants Xero Mayday