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

Автор: Earmark

Загружено: 2025-11-05

Просмотров: 57

Описание: 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.
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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  

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