Case Study: Shorts increases fees and saves time with Fathom

How Shorts increased their fees with Fathom

The customer, Shorts, an accounting and advisory firm, faced a significant challenge with a reporting tool that failed to scale. Their existing software had unreliable integration with Xero, forcing accountants to manually upload data and hindering their ability to deliver timely and engaging financial reports for their clients.

By implementing Fathom, Shorts gained a solution with seamless accounting software integration, reliable data syncing, and easy-to-create professional reports and dashboards. The impact was immediate, saving the firm 1.5 hours per client report, which totals five days of accountant time saved each month. Fathom enabled Shorts to reinvest this time into client service and business growth, while its white-labeled reports also began to generate new leads and referrals for the firm.

Shorts

Malcolm Pope

Shorts