Sept. 8, 2021

154 Help Your Advisory Clients See the Power in their Data with Fathom

154 Help Your Advisory Clients See the Power in their Data with Fathom

For business owners to make more money, it helps if they can make better informed decisions.  And though a P/L and Balance Sheet are very useful tools, for many every day business owners those two documents require a lot mental extrapolation to...


For business owners to make more money, it helps if they can make better informed decisions. 

And though a P/L and Balance Sheet are very useful tools, for many every day business owners those two documents require a lot mental extrapolation to be able to forecast from.

 

And they hire accountants and CPAs to help them understand where their money went… what they get is a P/L, but a P/L is really tough tool to use to understand how to make more money. 

What many business owners want is a simple tool that can help them understand and forecast the impact of decisions, before they make them. 

Here today to talk with me about this tool is Rowan Eister, US Head of Business Development for the financial reporting and forecasting tool, Fathom. 



HIGHLIGHTS:

 

— “For CPAs looking to build more advisory relationships with clients or deepen those relationships, Fathom serves as your all around toolkit. It opens up that revenue stream of advisory and improves your relationships with clients.” 

 

— “Fathom was created with the idea to make clients understand their performance in a way that really resonates with them and that they can get involved with.”

 

— “Fathom is focused around design so the visuals are really at the core of how unique it is.” 

 

— “Fathom takes those financial results and brings them to life in a way that is more meaningful than just that income statement or just that kind of spreadsheet of numbers that you may be giving to clients.”

 

— “Fathom's forecasting tool is going to evolve with your business and allows you to continue making strategic movements based on how things happen.”



Connect with Rowan:

LinkedIn: https://www.linkedin.com/in/rowan-eister/



Software mentions:

Fathom 14-day free trial: https://www.fathomhq.com/signup



Want to find out what options you might have for working together?

More about 1:1 coaching, roadmaps, and DIY courses here:

https://shethinksbigcoaching.com/coaching-options