Free Fathom MeetUp!
Exciting stuff…I’ve been working with Fathom (forecasting software) on a thing. This month, we’re teaming up to do a live webinar walking through how I use Fathom to forecast my clients through this confusing economic situation.
We met yesterday to hash out the agenda, and it’s going to be good!
First…The important stuff:
Date: July 15th
Time: 11am PST / 12pm MST / 1pm CST / 2pm EST
We’re going to talk through:
How I meet with my CFO clients (reporting, meeting cadence, etc)
Navigating client conversations in tough economic conditions
LIVE forecasting demo where I’ll show you exactly how I use the software
This is perfect for:
Accountants new to forecasting and CFO work (for a look behind the scenes)
Current Fractional CFOs who want to hear how someone else is talking with clients in a confusing economy
Software-curious accountants who are wondering if they should graduate out of forecasting in Excel (but all the love to Excel…seriously.)
You do not need to be in Aligned to join this. This is open to everyone, so feel free to tell your friends.
Hope to see you on the 15th!!
Cheers,
Erica
PS - There’s always a Fathom code at the bottom of these emails for 10% off, so don’t pay full price if/when you’re ready to try it out!
What’s Happening in Aligned
What’s Happening in Aligned
Sales & Marketing Summer Series:
Get ready for the Sept - Nov accounting selling season this fall (yes, fall is a real selling season) with these three MeetUps happening this summer. Join live to ask your questions or submit your questions early and watch the recordings at a time that works for your schedule.
➡️ Niching with Geraldine Carter - Recording Now Available (the feedback was great on this session!)
➡️ Simple Marketing Funnels for Solo Accountants with Erica - Wed, July 16th (11am MST)
➡️ Sales Strategy with Nikki Rausch - Wed, Aug 20th (11am MST)
Join the discussion with 150+ like-minded, non-scaling accountants / really cool humans via the link below.
Money back guarantee, if you get in there and don’t see the value. No questions asked.
More details in the link above.