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The Fathom Blog

KPIs Demystified – Using Fathom to set goals and track progress

James Erving - Head of Customer Success (APAC) and James Lin - Partner Success Specialist (APAC)...

Thanks for an fantastic year! 2019 in review

5 essential KPIs every small business should feature in their management packs

Measuring Key Performance Indicators (KPIs) is critical for the management of small businesses to...

Guide to selecting KPIs for small business

Choosing the right Key Performance Indicators (KPIs) for Small-to-Medium Enterprises (SMEs) may...

Tips for building engaging performance dashboards

Data is a powerful tool. With the right information, we can make smart, strategic decisions based...

13 questions you can ask to pre-screen leads for your advisory firm

How much time does your firm spend on the phone talking to potential clients, only to cross them...

11 Essential KPIs for Creative Agencies

Creative agencies are big business. Creative agencies include advertising agencies, marketing...

What are advisory meetings and how can you use Fathom to deliver them?

It’s no secret that Fathom provides business performance insights which advisors can use to add...

Why you need an efficient month-end close before advisory services

Cloud accounting and bookkeeping technology has enabled firms to increase efficiency and gather...

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