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Forecasting with Fathom: A Guided Introduction & Helpful How-to

FORECASTING WITH FATHOM: A GUIDED INTRODUCTION & HELPFUL HOW-TO

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 20, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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.

Learning Objectives:


  • Determine when and why to use forecasts with clients

  • Identify the easiest ways to get started with Fathom's forecasting tools

  • Determine deliverables from Fathom's forecasting functionality to use with clients

  • Identify how to organize a client session around a forecast

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

About Our Sponsor

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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.