Insightful Partners
  • Fathom Users
  • Acterys Users
  • Solutions
  • About
    • Partners
  • Free Consultation
Select Page
Harnessing Business Insights: A Guide to Strategic Financial Analysis

Harnessing Business Insights: A Guide to Strategic Financial Analysis

by Ken LaCroix | May 7, 2024 | Leveraging Fathom

Are you a business owner feeling lost in a sea of financial reports from your accounting department, CPA or bookkeeper? QuickBooks? Do you crave meaningful insights but find traditional reports from QuickBooks leave you wanting more? It’s time to chart a new...
What Your 3/12 and 12/12 Growth Rates Can Tell You About Your Business

What Your 3/12 and 12/12 Growth Rates Can Tell You About Your Business

by Ken LaCroix | Sep 1, 2022 | Blog

Growth is the key to the success of any business regardless of scale.  Regularly tracking the factors that drive growth is critical.  One effective way to do this is by calculating the 3/12 and 12/12 rate-of-change in the key variables that have an impact on your...
THE ROLE OF A CONTROLLER & HOW THEY CAN IMPROVE YOUR BUSINESS OPERATIONS

THE ROLE OF A CONTROLLER & HOW THEY CAN IMPROVE YOUR BUSINESS OPERATIONS

by Ken LaCroix | Jun 7, 2022 | Accounting Roles

Accounting department titles, while often used to describe a varying array of job duties, responsibilities and experience, can often be a little obscure.  The role of the “Controller” in many organizations may be a “catch all, do all” role in the accounting...
What are advisory meetings and how can you use Fathom to deliver them?

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

by Ken LaCroix | Aug 7, 2019 | Leveraging Fathom

Ken LaCroix – Great News! Fathom gave me the opportunity to publish their recent article on our site. Here is what the article said. It’s no secret that Fathom provides business performance insights which advisors can use to add value to their clients. However,...
Next Entries »

Recent Posts

  • Essential KPIs for Businesses with Limited Time and Resources
  • Enhancing Your Financial Team with Interpretive CFO Services
  • Understanding the Importance of Year-over-Year Comparisons and Seasonality in Financial Analysis
  • Leveraging Historical Data and Future Projections to Craft a Plan
  • The Power of a 13-Week Cash Flow Forecast

Categories

  • Accounting Roles
  • Advisory Meeting
  • Blog
  • Cash Flow
  • Financial Planning
  • Financial Reporting
  • Leveraging Fathom
  • Risk Management
  • Our Solutions
  • Our Partners
  • About Us
  • Connect With Us
STAY CONNECTED
Q

STAY CONNECTED WITH US


Close

Insightful Partners, Inc. | 120 Newport Center Drive Newport Beach, CA 92660 | (949) 279-8219 | info@insightfulpartners.com

Our Solutions

Our Partners

About Us

Connect With Us

STAY CONNECTED
Q

STAY CONNECTED WITH US


Close

Insightful Partners, Inc.

120 Newport Center Drive Newport Beach, CA 92660

(949) 279-8219

info@insightfulpartners.com

Cleantalk Pixel