Fathom

As Team Fathom wraps up for the year, we want to extend our warmest wishes and thank you for your continued support throughout 2024! 🌟 Our customer support team will be available during the following holiday hours: December 23rd - 24th: Reduced support available December 25th & 26th: Public Holidays (no support) December 27th - 28th: Reduced support available December 30th - 31st: Normal support hours January 1st: Public Holiday (no support) January 2nd - 3rd: Normal support hours If you need assistance, feel free to reach out, and we’ll respond as soon as we can. Check out our full holiday support hours here https://ow.ly/Imeg50Uu4xH. From all of us at Fathom, happy holidays! 🎅✨

Our latest survey revealed that one of the biggest challenges in financial planning is communicating complex data to clients. In fact, 60% of respondents reported that clients struggle to understand their financial forecasts. This can leave many clients disengaged and skeptical about the value of long-term planning. The solution? Visual tools. These tools can play a crucial role in helping businesses bridge the communication gap, enabling clients to understand trends, make informed decisions, and avoid feeling overwhelmed by numbers. 👉 Read more on our survey insights https://ow.ly/5YIw50Uu8I3 #FinancialPlanning #ClientCommunication #DataVisualization

Budgets are great for setting intentions, but in high-growth businesses, they often need to be updated before the ink is dry. That's why Helina Patience, CPA, CMA, CEO of Entreflow, puts 90% of the weight on forecasting instead. In our latest interview, Helina explains: 📊 Budgets can become irrelevant for businesses needing to adapt quickly. 📉 Updated forecasts can help predict cash flow issues and plan ahead. 🔮 Looking 3 years ahead, not just one, can uncover potential issues earlier. But while spreadsheets might work for some, they're not ideal for businesses needing dynamic, scalable forecasting. "There's probably a lot of errors in there. You're not rolling it forward monthly, you're not doing a three-way forecast or budget, or you're completely not paying yourself enough.'" 👉 Discover how Entreflow stays agile with real-time forecasting and smarter decision-making using tools like Fathom. https://lnkd.in/evkMd5aC

Our dedicated team engages with customers worldwide, earning an outstanding customer satisfaction rating for 2024. Our team is committed to providing timely and effective support. Thank you to all customers for being so engaged with us this year! See Fathom’s full review of 2024 👇 https://ow.ly/qoLa50UmiMI

Here are some key tips from advisor and CFO David Maher for helping a business navigate from survival to successfully thriving. David uses Fathom’s analysis and forecasting tools to measure the metrics that matter to a business, help it control its present performance, and confidently plan for the future.🎯 Here's a snapshot of David's 5 steps:  1. Start with a strong foundation  2. Understand the story of the business  3. Understand the business’s economic engine  4. Build the analysis and forecast in Fathom    5. Communicate effectively  “The communication piece is absolutely critical. That’s how we make it come together. The forecast is not static like a spreadsheet. The forecast is alive and moving with the business every day as Fathom is updating. And that can become incredibly powerful.” Watch David run through a real-life client forecast and download David’s case study outlining his process and approach ➡️  https://lnkd.in/eyKEA9k3   #accountingandaccountants #forecasting #cfo 

There’s always room for improvement, and 2024 saw Fathom roll out 22 feature enhancements 🔧 See what else we got up to with Fathom’s full review of 2024 👇 https://ow.ly/ZqY750UmiFs

As we approach the 2025 planning season, outdated tools like spreadsheets are creating serious bottlenecks for businesses. Our latest survey reveals how these challenges impact budgeting, forecasting, and decision-making—and how the right tools can unlock smarter, more efficient financial planning. If you’re tired of wrestling with spreadsheets, check out the insights from over 80 professionals and discover how modern forecasting can empower better business decisions. 👉 Read the full survey findings here: https://ow.ly/zsOa50Up378 #Budgeting #FinancialPlanning #BusinessInsights

Reflecting on 2024, we’re blown away by the remarkable achievements and the unwavering support of the Fathom community. Thank you for trusting us to bring clarity and confidence to those shaping the future of business. Here’s to an even brighter 2025! See Fathom’s full review of 2024 👇 https://ow.ly/36vn50Umiji

60% of finance professionals say manual data entry leads to critical forecasting errors. Sound familiar? From juggling complex formulas, to constantly updating figures, and getting clients to truly understand the numbers... it's a tough gig! If spreadsheets are slowing you down, our latest 'Spreadsheet SOS: Making Forecasts Work for You', has you covered. In this episode, we share three ways to: 1️⃣ Build forecasts without drowning in complexity 2️⃣ Keep them fresh without all the manual fuss 3️⃣ Present insights so clients actually connect with the data Ready to rethink your approach? Check out the full guide and episode here 👉https://ow.ly/CxJs50Unu4L #Forecasting #SpreadsheetSOS #EfficiencyInFinance

Christmas Challenge 🎄 We’ve added FOUR festive touches across Fathom to celebrate the season. Have you noticed any yet? Share what you’ve spotted in the comments—we’d love to see what you’ve found! Happy hunting! 🎁