Fathom is a comprehensive financial intelligence, analysis, and reporting platform that allows you to provide meaningful insights to your clients and build trusting, long lasting advisory relationships. Our platform is also uniquely designed to make your advisory...
This year has been full of technology improvements. With a wide range of necessary technology for remote working, we have seen an industry boom with technology. Some of the apps that have caught our attention we'd like to share with you today. These are apps that are...
November 2020 Chris Farrell, CPA As we round out 2020 and look to 2021, top-performing firms are assessing their operations with new goals in sight - to improve operational performance for staff, and to delight clients in the process. This guide is designed to help...
Heather & Liz’s Ultimate Guide to Year-End Planning Year-end has always been an opportunity for accounting professionals to look back at their year and develop strategies and processes to transform their work and deepen their client relationships. Well, it’s...
Helping your clients to find funding can feel changeling for both you and your client. Clients are often asking me if I have a funding preference and where should they start looking for funding. Businesses need funds to operate, and with so many obstacles, lending can...
Transaction Pro has a ton of unique features. One of their newest is the Admin Dashboard. The Admin Dashboard helps to manage your clients. When using Transaction Pro, there are a couple of tips. One is how to best import data when using Transaction Pro Importer....