The Future of Advisory: Unlocking Your Firm’s CFO Potential скачать в хорошем качестве

The Future of Advisory: Unlocking Your Firm’s CFO Potential

Live from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Erving from Fathom and Chris Macksey from Prix Fixe Accounting to explore what advisory services really mean beyond bookkeeping and compliance. Chris shares how his firm requires advisory for all restaurant clients, using industry expertise and operational metrics to guide decisions on everything from menu pricing to expansion timing. The conversation covers the difference between delivering information versus being integral to decision-making, with insights on forecasting, benchmarking, and why visual KPIs help clients with low financial literacy understand their business performance. Sign up to get free CPE for listening to this podcast https://earmarkcpe.com https://earmark.app/ Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark... Android: https://play.google.com/store/apps/de... Connect with Our Guests: James Erving LinkedIn:   / jameserving   Learn more about Fathom Official website: http://fathomhq.com Chris Macksey LinkedIn:   / cmacksey   Learn more about Prix Fixe Accounting Official website: https://prixfixe.accountants/ Connect with Blake Oliver, CPA LinkedIn:   / blaketoliver   Twitter:   / blaketoliver