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Fathom Training
Enhance your financial analysis capabilities with our specialized Fathom training. Our training sessions are designed to help you unlock the full potential of Fathom, empowering you to analyze financial statements, monitor KPIs, and gain critical insights into your business performance. Led by an experienced trainer proficient in Fathom, you'll gain the skills and confidence needed to make data-driven decisions that propel your business forward.
 
Discover the hidden Power of Fathom
Fathom is powerful software. It’s kind of like an iceberg. It does so much, but unfortunately most of us don’t see what’s below the surface…
And that’s where the cool stuff really is!
We’ll “clear the water” around the iceberg so you can see everything Fathom can do, and you’ll gain the confidence to “dive in” and take advantage of all the cool stuff.
 
 
This course is perfectly suited for:
  • Business Owners and Managers: Gain insights into your financial performance and make informed decisions to drive growth and efficiency.
  • Finance and Accounting Professionals: Enhance your financial analysis skills and leverage advanced tools to provide deeper insights and better strategic advice.
  • QuickBooks Users: Learn how to integrate Fathom with QuickBooks for a seamless experience and more comprehensive financial analysis.
  • Financial Analysts: Develop your ability to interpret complex financial data and present it effectively to stakeholders.
  • Executives and Decision Makers: Improve your understanding of key metrics and KPIs to make data-driven decisions that impact the overall success of your organization.
  • Small and Medium-Sized Enterprises (SMEs): Utilize Fathom’s features to optimize financial reporting and benchmarking without needing extensive resources.
 

Fathom Training

$350.00Price

What You'll Learn

  • Introduction
    Overview of Fathom and its purpose.

    Key benefits of using Fathom with QuickBooks.
     
  • Setting Up Fathom
    Connecting Fathom to QuickBooks.

    Importing data and understanding data synchronization.

    Setting up your organization and user permissions.
     

  • Navigating the Fathom Interface
    Overview of the dashboard and its components.

    Understanding key menus and navigation tools.
     

  • Financial Reporting
    Generating and customizing financial reports.

    Understanding the key financial metrics available in Fathom.

    How to create comparative and consolidated reports.
     

  • KPIs and Goal Setting
    Setting up Key Performance Indicators (KPIs).

    Tracking performance against targets.

    Customizing KPIs for different aspects of the business.
     

  • Analysis Tools
    Using Fathom’s analysis tools like Profitability, Growth, and Efficiency.

    Scenario analysis and cash flow forecasting.

    Exploring the "Goalseek" and "What-if" analysis features.
     

  • Visualization and Reporting
    Creating visual reports and dashboards.

    Customizing and sharing dashboards.

    Best practices for presenting data to stakeholders.
     

  • Benchmarking
    Setting up and using benchmarking tools.

    Comparing performance against industry standards or other companies.
     

  • Integrating Fathom with Other Tools
    Exploring integrations with other accounting and financial tools.

    Exporting data and reports for further analysis.

 

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