In this informative webinar, Erin Walsh-Dyer will introduce you to Fathom's forecasting functionality in an approachable and fun way. She will take us through why you would use a forecast with a client, how to get started with Fathom's easy-to-use forecasting tools, and how to introduce and utilize forecasting in your client conversations and relationships as we plan for the coming year. This session is appropriate for all accountants and advisors interested in deepening their advisory service offerings with forecasting.
Erin Walsh-Dyer is an inspirational instructor, public speaker, and member of the Intuit Trainer Writer Network. Before the launch of the Bookkeepers Friend, Erin was a top instructor for Intuit QuickBooks Training. During this time, she educated thousands of students across the United States and even some Intuit Support teams. She was named Trainer of the Year in December 2012.