Keila Hill-Trawick, CPA, MBA, is the founder of US firm, Little Fish Accounting, and a member of Intuit’s Partner Council.
Little Fish Accounting is passionate about making accounting information accessible and understandable to their clients – cracking the code!
Keila’s team is making a big impact on business performance by:
We talk through her firm’s three service tiers and how they use Fathom to provide budgets, forecasts, proactive advisory, and KPIs.
Keila’s three top tips:
Keila shares a client report onscreen and talks through how easy it is to customise their management reports.
Watch the 10-minute product video (below) to see Keila’s tips in action in Fathom.
Calen shows you how to craft your first management report in Fathom. She gives tips on how many KPIs to start with and how to begin building out your advisory services while remaining scalable.
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