Darren Hull CA, Director at Venter & Hull, shares his firm's personalised approach to growing advisory services for SME clients.

Three top US advisors show how they customise Fathom management reports for their clients. Featuring Geni Whitehouse CPA, Keila Hill-Trawick CPA, and Patrick Ball CPA.

Tyler Caskey CA, Partner at TheBeanCounters, delivers a masterclass in how to automate consolidated reporting and produce a report in under 10 minutes.

Ryan Lazanis, CPA and CEO of Future Firm, unpacks his proven 5-step process for scaling advisory services and building a profitable firm that balances the firm owner’s goals with clients’ needs.

Learn how to optimise Fathom for advisory services with Tori van der Donk, CA, founding partner of award-winning firm, Aegis.

Keila Hill-Trawick, CPA, MBA, founder of Little Fish Accounting, shows how she makes accounting information accessible to small business owners to make a big impact on business performance.

Aprio’s Patrick Ball, CPA, shares how they’re using Fathom to scale the delivery of reports and insights to clients nationally. Aprio is the fastest growing accounting firm in the US.

Top 100 Accountant and CPA, Geni Whitehouse shows how she uses Fathom’s analysis tools to open up client conversations and visualise business levers easily onscreen.

Dimitri Matsouliadis, shares a simple 3-step process to help clients understand profit and cashflow to improve business performance.