There has been a lot of talk within the profession about the value of focusing your firm around a vertical. Once you know the vertical(s) that you aim to serve, it’s critical that you become an advanced advisor in your chosen area of expertise. Join us for this session to learn how to leverage Fathom + Xero to automate your client facing analytics, and develop the critical metrics appropriate for your retail clients. In addition to that, you will build your baseline skills of learning how to use analytics and reporting to transform your client’s data so that you can present and speak data to your clients in a way that they can truly understand.
Learning the key information to track in Xero for proper analytics.
Developing the appropriate KPIs to track client performance.
Building management reports in Fathom to prepare for client reviews.
Understanding how to offer advisory solutions for retail clients.
Fathom
Director of Business Development
madeline.reeves@fathomhq.com
(206) 355-0178
As the Director of Business Development at Fathom, Madeline is working to lead and grow the company’s presence and partnerships with the United States. This includes working closely with strategic industry partners, as well as helping accountant and advisor partners onboard with the Fathom platform. Madeline also engages within the industry at large through webinars and speaking events representing for the company, and works diligently to grow the Fathom team to support our rapid expansion in the US Market.
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