CPAacademy.org | ADVISORY SERVICES FOR PROFESSIONAL SERVICE CLIENTS

Content Provider

ADVISORY SERVICES FOR PROFESSIONAL SERVICE CLIENTS

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Other

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Series: Women in Accounting

Course Description

There has been a lot of talk within the profession about the value of focusing your firm around a vertical. If you are focused on working with professional services clients, it is absolutely critical that you know how to leverage data to coach these clients towards success. 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 professional services 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 Objectives

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 professional service clients.

Madeline Reeves (OLD)

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.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Fathom is an advanced analysis, reporting, and forecasting platform that syncs with your clients' financial data and brings it to life. Fathom is a toolkit for advisors - helping you to assess business performance, monitor trends, identify improvement opportunities, and plan for the future of your clients' business. We're thrilled to be introducing Fathom's new cash flow forecasting capability, a simple yet powerful reinvention of traditional three-way forecasting tools, which is now available within all Fathom accounts. Fathom also helps you easily consolidate and compare multiple organizations, making it an ideal tool for accountants and advisors, as well as franchise groups and multi-entity companies.
Creating custom reports and dashboards - and now forecasts - has never been easier.