Time 46 min
By the Books

Dashboarding for growth using Fathom

Drawing from experience working with wineries in Napa Valley, Geni Whitehouse shares how Fathom connects financial results to individual actions, creates forecasts, and designs reports.

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Geni Whitehouse, CPA.CITP, CSPM Countess of Communication Brotemarkle, Davis & Co. Geni Whitehouse is a winery consultant at Brotemarkle, Davis & Co., co-founder of Solve Services, author, and regular keynote presenter at accounting and technology conferences. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor.