Discover how to structure, guide, and elevate your client conversations with advice from Darren Van Zyl, Partner at Elements Advisory Group.

Stop Juggling Multiple Platforms. Start Building Professional Management Reports.

Learn how to turn numbers into a financial story investors believe, with Kat Wellum-Kent’s proven funding framework.

Learn the 5 hidden costs of gut decisions and how forecasting brings clarity and confidence to every choice.

Join us for a practical, hands-on session where we’ll show you how to bring all your franchise financials together in one clear, consistent view so you can make faster, more confident decisions.

Get expert answers from Jesse Chapman on handling complex reporting, reforecasting, and keeping stakeholders informed

Join us for a practical session on how to identify, set, and track relevant KPIs to chart your path through the business storm.

Learn how to answer your clients’ toughest questions with confidence, with practical advice from fractional CFO, Erica Goode.

In a time of economic uncertainty and shifting consumer confidence, businesses are under pressure to plan ahead without knowing what’s coming next. That’s where Microforecasts and Scenario Planning in Fathom can help.

Learn how to treat tracking categories as standalone entities – giving you deeper insights, cleaner reports, and tighter control.

If you're tired of guessing and want more confidence in your next best decision toward growth, this one's for you.

How real estate investment firms and property managers can simplify financial reporting