Case Study: Simple Startup expands advisory services with Fathom

How Simple Startup expanded their advisory offering

Simple Startup, an advisory and bookkeeping firm, was looking for a way to expand its services beyond basic accounting compliance to provide more strategic insights. They needed a solution to scale their advisory offering to more clients and deliver deeper financial analysis, including benchmarking and scenario planning, to help entrepreneurs better understand and grow their businesses.

The vendor, Fathom, provided a solution that enabled Simple Startup to benchmark client performance and track key financial and non-financial metrics. Using Fathom’s reporting and on-screen scenario planning tools, the firm could deliver powerful insights. This allowed clients to gain direct visibility into their data, which enhanced the advisor-client relationship and led to more inquisitive and productive conversations about business growth.

Simple Startup

Lorne Noble

Founder and CEO