Case Study: The Profit Table improves management reporting with Fathom

How The Profit Table improved their management reporting

The Profit Table, a small advisory firm helping women entrepreneurs, faced a challenge with their time-consuming and error-prone management reporting process. They used a manual combination of spreadsheets, PowerPoint, and Canva, which took up to 10 hours per client per month and often contained outdated information. To solve this, they implemented the Fathom reporting service.

By using Fathom, the vendor provided a faster and simpler reporting workflow that automated the creation of visual financial reports. This solution freed up significant time, allowing the firm to grow its client base from just six or eight to over 35. The impact was a shift from explaining financial data to having strategic conversations with clients, who now receive clear, up-to-date reports they understand and appreciate.

The Profit Table

Dondrea Owens

The Profit Table