CPA - medium firm
CPA - large firm
Everyone in the accounting profession is talking about becoming a trusted advisor, but how do you get started? Maybe you have taken the first steps towards offering advisory services, but you need to learn more about how tools like Fathom can fit into your firm's client offerings. As you adopt cloud solutions, it's important to learn how to leverage them in order to take your firm to the next level.
Join us for a session on tapping into the value and revenue potential of Advisory Services, and learn more about future proofing your practice by offering Fathom and Xero to deliver robust client advisory services. We will discussing what you can be doing to move your firm forward, and demonstrating the ways in which successful Business Advisors are using the applications to serve their clients.
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Learn about the tools and mentality critical to successful advisors.
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Understand how Fathom + Xero can work together dynamically to drive data understanding and analytics in the cloud.
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Develop knowledge of the value added potential of advisory services.
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Identify next steps to take your practice from transactional work to interactive relationships with your client.
Madeline Reeves (OLD)
Fathom
Director of Business Development
[email protected]
(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.
About Our Presenter
Creating custom reports and dashboards - and now forecasts - has never been easier.
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