Fathom

After six cities, thousands of miles, and countless conversations about the future of advisory, Advisory Amplified is making one final stop and this time it’s virtual. We’re proud to be part of the Advisory Amplified Virtual Stop. Expect the same energy, insights, and inspiration from the tour, plus an incredible lineup of speakers. Including Keila Hill-Trawick, CPA, MBA, Founder & CEO of Little Fish Accounting, Forbes Top 200 Accountant, and long-time Fathom power user. Keila’s session, “Cracking the Code: How to Build Advisory Services That Clients Actually Want,” dives into what clients truly value in CAS relationships and how firms can build services that meet real needs, not assumptions. 🎟️ Tickets are on sale now. Use code EARLYBIRD at checkout for $10 off. https://lnkd.in/dW8WFsec

Free Live Webinar: See Forecast Snapshots in action.📸 We just launched a game changing new feature, and we want to show you exactly how it works. Join us for a hands-on demonstration of Forecast Snapshots where you'll discover how to preserve forecast versions, run three way variance analysis, and finally compare actuals vs. budget vs. forecast without Excel exports. In this session, you'll learn: ✅ How to create and manage forecast snapshots throughout the year ✅ Three way variance reporting that stakeholders actually want to see ✅ Comparing forecast versions side by side to track accuracy ✅ Building projections with YTD actuals plus latest forecast data ✅ Running variance analysis at both company and group levels Register for your region 👇 🇺🇸 30th OCT 11am PDT: https://ow.ly/S9X350XiWoB   🇬🇧 30th OCT 11am UTC: https://ow.ly/NZ3050XiWoC   🇦🇺 30th OCT 11am AEST: https://ow.ly/C6K150XiWoE  

Have you stopped by the Fathom stand yet? 👀 If not, add it to your Intuit Connect agenda today! We’re at Booth 47! Come say hi, chat reporting and forecasting, and give our prize wheel a spin 🎡 #IntuitConnect #QuickBooks #Fathom

Big news to kick off Intuit Connect 🎉 Fathom is now an Intuit Accountants Platinum Partner, a huge milestone that celebrates our deep integration with QuickBooks and the impact our reporting and forecasting tools have for firms and SMBs around the world. With Fathom, QuickBooks users can: 📊 Build beautiful, insightful reports 💰 Forecast cash flow with confidence 📈 Track performance and KPIs in real time ⚡ Make smarter decisions, faster A massive thank you to our customers, partners, and team for helping us get here. If you’re at Intuit Connect, come by Booth 47 to say hi and see what’s new in Fathom. #QuickBooks #IntuitPartner #IntuitConnect #FinancialReporting #AccountingTech

Features we wish more accountants knew about 👀 Ahead of Intuit Connect, we asked Sasha Karnig and Sam Russell from our US team a simple question: “What’s one Fathom feature you wish every accountant knew about?” Watch the full video to hear their picks and maybe discover a few new favourites of your own. We can’t wait to connect at Intuit Connect, where we’ll be sharing what’s new and what’s next for Fathom. Oh, and did we mention we’re now officially an Intuit Accountants Platinum Partner? 🙌 Here’s a quick look at what’s new in Fathom: ✔️ Add images and files to reports – Build polished, branded packs without leaving Fathom ✔️ Insights Dashboard + Portfolio Plan – One view of every client to track key metrics and scale smarter ✔️ Forecast Snapshots – Lock in forecasts, compare to actuals and budgets, and keep an audit trail 🤖 Coming soon: AI-powered commentary. Visit us for a demo at Booth 47. #Accountants #AccountingSoftware #IntuitConnect

New tee? Yes, please! Vegas, we’re packing the good vibes (and the good threads) for #IntuitConnect. Accountants and finance pros, you’re the legends keeping businesses on top of the bottom line. We think that deserves a little celebration. So, snag your free limited-edition Fathom tee for Intuit Connect! ✅ Order online ✅ Pick it up at the Fathom booth #47 First in, best dressed. 👉 https://ow.ly/XGn150XgT8Q #IntuitConnect #QuickBooks #accounting #CPA

📣Month-end forecast reporting shouldn't eat up your afternoons!📣  But when you can only save one budget at a time, comparing actual vs. forecast means choosing two options:  1.Overwrite your budget   2.Rebuild everything in Excel.  We heard this scenario time and time again. So we built Forecast Snapshots.  Now you can save up to 25 forecast versions in Fathom. Compare any of them against actuals, budgets, or each other. Run variance analysis without leaving the platform.  Learn more about our latest feature release here 👇 https://ow.ly/r5EX50XgHGW #Forecasting #AccountingSoftware

🗞 Extra, extra! Automation is giving teams time back, but the real opportunity lies in what you do with it next. We’ve pulled together some of the best resources to help your team turn that saved time into growth, from smarter client conversations to stronger forecasting Read this edition of The Exchange to see how teams are transforming efficiency gains into meaningful progress. 👇 #MTD

Over half of this year’s Intuit Accountants Connect 2025 sessions are being led by Fathom customers, and we couldn’t be prouder! 💚 From automation and AI to firm culture and growth strategy, our community of experts are shaping the future of the accounting profession.  Here’s your guide to the sessions you won’t want to miss (and the experts behind them). 👇

Got a question you’ve always wanted to ask about advisory? This Thursday, you’ll have the chance. Join our next Ask an Expert session with Darren Van Zyl Partner at Elements Advisory Group, as he tackles the toughest client challenges head-on; from structuring advisory conversations to keeping clients engaged and focused on action. Bring your questions, get real answers. And if you can’t make it live, we’ll send you the recording. 🔗 Register here: https://lnkd.in/ecq5-HT2