Forecasting for clients with Fathom

31
Mins

Overview

Join us for a focused session on three-way cash flow forecasting. See how you can use Fathom cash flow forecasting software to build beautiful, comprehensive forecasts your clients can easily understand.

In this webinar you'll learn

  • About an in-depth understanding of three-way cash flow forecasting
  • How you can build forecasts out for your clients
  • How you can help your clients to to better understand what their future cash flow and profit will look like, to guide actionable decisions
About your presenter
James Lin

James is passionate about helping businesses transform by implementing SaaS solutions to make better business decisions. James assists accountants to deliver scalable reporting and advisory services to their clients, providing these clients with clarity and confidence to make decisions into the future. In his spare time, you’ll find James playing snooker, golf, or shooting hoops.

Ask an Expert: Live with Jason Blumer
Video
Ask an Expert: Live with Jason Blumer
Jason Blumer shares practical insights on how advisory firms can scale when client demand grows faster than team capacity.
What's Next for Fathom: Roadmap Reveal + 2025 Year in Review
Video
What's Next for Fathom: Roadmap Reveal + 2025 Year in Review
In this session, we’ll walk through our 2025 product showcase. You'll also get a sneak peek into our roadmap of innovations for 2026.
Ask an Expert: Live with Kevin Steel
Video
Ask an Expert: Live with Kevin Steel
Discover Kevin Steel's proven discovery framework for fractional CFOs, from strategic mind mapping to building actionable Fathom-powered insights.

Forecasting for clients with Fathom

31
Mins
Overview

Join us for a focused session on three-way cash flow forecasting. See how you can use Fathom cash flow forecasting software to build beautiful, comprehensive forecasts your clients can easily understand.

In this webinar you’ll learn
  • About an in-depth understanding of three-way cash flow forecasting
  • How you can build forecasts out for your clients
  • How you can help your clients to to better understand what their future cash flow and profit will look like, to guide actionable decisions
Get the webinar recording
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
About your presenter
James Lin

James is passionate about helping businesses transform by implementing SaaS solutions to make better business decisions. James assists accountants to deliver scalable reporting and advisory services to their clients, providing these clients with clarity and confidence to make decisions into the future. In his spare time, you’ll find James playing snooker, golf, or shooting hoops.

Try Fathom today
Start your 14-day free trial. No credit card required.
Try for Free